Documents

Images stored in Content Files for DocumentService Class

DocumentService Class ConvertAndMerge does not support Images stored in Salesforce Files. Currently it only works if the Images are stored in Documents (015) or Attachments (00P) The current Work around is to use a DocGen Package with loopMessage ...

Brent Byhre 10 days ago in Documents / DocGen for Salesforce

2 VOTE

DocuSign Identify for DocuSign Authentication

DocuSign has new additional AI Authentication from DocuSign Identify: https://www.docusign.com/blog/capabilities/identify These show up in DocuSign Templates as "DocuSign Knowledge-Based" Authentication rather than the previous "Knowledge-Based' D...

Brent Byhre about 1 month ago in Documents / 3rd Party Integration

1 VOTE

DocGen Multiple Document Merge File Name

It would be nice to be able to add tags before and after the housed file name in multi-document merges - essentially create a 'file name' tag or something for the naming convention. It would help cut down time on editing file names after merge.

Guest 2 months ago in Documents

1 VOTE

Enhanced documentation regarding aligning radio buttons from secure fields in the templates

There is no documentation on how to align radio buttons made from the secure fields in word templates. It is a very time-consuming manual process. Any guided help or best practice recommendations would be appreciated.

Guest 2 months ago in Documents / DocGen for Salesforce

1 VOTE

Update Compiling behavior after Migratoin

After Migration, its required to compile as a user who has access to fields and objects related to the DocGen Package starting object: https://community.nintex.com/nintex-docgen-for-salesforce-47/drawloop-compiling-15353?tid=15353&fid=47 This ...

Brent Byhre 3 months ago in Documents / Setup and Configuration Open for voting

1 VOTE

Support Salesforce Reports when triggering via action links

We use a custom link to trigger a number of Nintex DocGen packages to a specific account. We recently learned that when we use a report as a data source, the custom link no longer works for that package and users get an ambiguous error message. It...

Robert E 3 months ago in Documents / Setup and Configuration

1 VOTE

Add Field Taggers to Output Filename for each Template

I have multiple document templates in one DocGen for Salesforce template and I want to add field taggers to each document template name so that they can generate with separate names. For example, I want to pair a Letter of Intent template with a C...

Guest 5 months ago in Documents / DocGen for Salesforce

1 VOTE

Attach Salesforce Note to Generated Document

See Salesforce "Notes" object on the run page and attach these to the generated document.

Matthew McGrath 5 months ago in Documents / DocGen for Salesforce

1 VOTE

Automated Instance Logs additional Detail

Add additional information to the Automated Instance Error CSV file. Please add DDPid from the Error Delivery id from the Error This will allow self management of rerunning failed records

Brent Byhre 6 months ago in Documents / DocGen for Salesforce Open for voting

1 VOTE

DocGen Queue - Support Files

The DocGen Queue currently leverages Salesforce Documents which has a max storage limit of 5mb which is a blocker in many scenarios as Salesforce is moving to Files as the standard document storage

Brent Byhre 7 months ago in Documents / DocGen for Salesforce Open for voting

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