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Nintex DocGen and Nintex DocGen for Salesforce

Showing 88 of 2539

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...

Alternative DocuSign authentication

With DocuSign retiring Basic Authorization on September 30, 2024, looking for an alterntive to using Administrative Consent (found under DocuSign Admin Tools) for authorization.

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 16 days ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 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 about 1 month ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 0 Open for voting

Bring back/ update the Compile button on the DocGen Package

The DocGen Package used to have a Compile button when information was not pulling into the Generated document. This occurs often when working with Component groups or when other users in other regions run the DocGen Package. It is usually required...
Brent Byhre 2 months ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 0 Under Review

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 27 days ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 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 3 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 1 Open for voting

Standard Time template option

We need to generate documents that display in Standard Time, and currently there is no option to select time as Standard Time. This would help keep consistency between the time fields in our database and the time fields that get generated by Ninte...
Guest 3 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

Support Salesforce Custom Address Fields and Create supported Tags in Field Tagger

The field Tagger shows the Fields of a Custom Address Field, but they are incorrect and do not bring in any data.
Brent Byhre 8 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

Filter from the org wide email addresses

We need the option to filter from the "FROM" addresses when generating document and sending an email.
Guest 12 months ago in Nintex DocGen and Nintex DocGen for Salesforce 0 Open for voting