Ideas

Showing 272 of 2994

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 3 months ago in Documents / DocGen for Salesforce 0

9 VOTE

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 over 2 years ago in Documents 0 Open for voting

23 VOTE

View documents without having to download and save

Each time a document or file is viewed it has to be downloaded to the computer and is stored on the hard drive, usually in a default directory. It would be useful if downloading was an option or at the very least an option to delete the document a...

Guest over 6 years ago in Nintex Process Manager (formerly Promapp) / Documents 6 Not Planned

5 VOTE

Attachment drop down option for EDM files

Currently, when staff need to link an EDM file/container to a Promapp, we have a workaround. Can we please look to add a dropdown that says EDMS file? This will make it simple for staff to attach files/containers.

Guest over 1 year ago in Nintex Process Manager (formerly Promapp) / Documents 3 Open for voting

5 VOTE

Support nintex eSign delivery option in the nintex Preview DocGen Component

Currenlty, nintex eSign Delviery options are not supported being sent from the Preview DocGen Component in Flow. You can preview the Generated Document using Preview, but currently can only send using the Nintex Apex Action that require nintex Aut...

Brent Byhre over 1 year ago in Documents / 3rd Party Integration 0 Open for voting

8 VOTE

Search on document conent

Enable searching on document content, not just on the title/metadata. Support: Promapp only searches the title and other metadata entered into Promapp when uploading the Document. Not the Document contents. Feedback: this is the single biggest...

Guest over 2 years ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

9 VOTE

Ability to choose SMS authentication method for DocuSign envelopes

My company uses Nintex DocGen to create DDP's and send to DocuSign for electronic signing. Neither of the authentication methods offered by Nintex are approved by our security team as they prefer SMS. I would like to request Nintex to add SMS as a...

Guest almost 3 years ago in Documents / 3rd Party Integration 1 Open for voting

4 VOTE

Simple Document Ownership Management Independant of Process Group

Currently document ownership is bound to the group in which a document resides within Process Manager. It would be much better if document ownership / review could be manually assigned at document creation and bound to the document itself (similar...

Sam over 1 year ago in Nintex Process Manager (formerly Promapp) / Documents 2 Open for voting

1 VOTE

Enable Custom 'Inherent Risk' label - for climate change risk assessment

Many organisations are using 'inherent risk' for their climate risk scenario i.e. where the risk is assessed as at a future date (e.g. 2050) based on a climate change scenario e.g. 2.5 degrees warming. Enabling a Custom 'Inherent Risk' label (as o...

chris logan 4 months ago in Nintex Process Manager (formerly Promapp) / Risk and Compliance Management 0 Open for voting

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 4 months ago in Documents / DocGen for Salesforce 0

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