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My votes: Nintex DocGen and Nintex DocGen for Salesforce

Showing 68

Support Knowledge RichText Field image resizing

Knowledge object richtext field allows for image resizing in the interface but the image comes out full size.
Brent Byhre about 1 month ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

Support Roles and their Hierarchy of a Public Group for Availability to a DocGen Package

Currently, The User must be added directly to the Public Group for the DocGen Availability to work as designed. It would be nice to check Roles and their subordinates in the Group Rather than just the User.
Brent Byhre about 1 month ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

Route eSign Envelopes to the selected Sub Account for Shared eSign Templates

In DocGen for Salesforce + eSign Delivery - When a eSign Template has been Shared to a Sub Account, The Envelope creation is still created in the eSign Parent Account. Currently, the only way to ensure an Envelope is created in Sub Account is to E...
Brent Byhre about 2 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

Support for MS Office Smart Shapes / Smart Art

When Merging, Replicating, or Converting to PDF an error occurs due to Smart Shapes. Currently, taking a screen capture of the Smart Shape and using an image is the only alternative.
Brent Byhre 2 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

Generated Document Tag Management

There are no existing feature to manage the generated Document Tags displayed in the "Open Nintex Document Tagger" listing within the Document Generation action. The issue is that if a Form Control has been duplicated to quickly reuse for addi...
Guest 3 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 0 Open for voting

Email to case routing addresses

Salesforce has specific Routing addresses for email to case functionality. Currently, only Org-wide emails show on the Nintex Lightning email page.
Brent Byhre 3 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 0 Open for voting

Password protect for docs

No description provided
Guest 3 months ago in Nintex DocGen and Nintex DocGen for Salesforce 0 Open for voting

Support Optional Document Tags in LEDD

Optional Document Tags to see if an optional document is included or ommitted are not found in the LEDD field tagger, only the Classic field tagger.
Brent Byhre 4 months ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 0 Open for voting

Excel as Middleware Tags available for DocGen Package Template Conditions

Excel as middleware / Connected Data Tags are available to be used in other templates, but they are not available to be used in the Logic to bring templates in conditional.
Brent Byhre 4 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 1 Open for voting

edit templates with pause to edit feature without downloading

When pause to edit option is checked on templates, users need to download the template, make edits and then upload the doc again to generate a final document. From the user/agent point of view this is not a user friendly experience and they consid...
Rakesh Amradi 5 months ago in Nintex DocGen and Nintex DocGen for Salesforce / UX/UI 0 Open for voting