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Showing 187 of 3010

Auto-Generate 'Document Completion Report' to be sent along with each E-Signed Contract

An idea to create a way to auto-generate the 'Document Completion Report' to be sent along with each signed Contract instead of having to pull the DCR report individually and manually for each signing.

Webhook Design Templates

While we currently are able to create Email Design sets that will apply a specific set of Email notifications to templates, I believe having that functionality for Webhooks/DocumentTRAK would be extremely beneficial due to using the same webhooks ...
Guest about 3 years ago in Nintex eSign (formerly Nintex AssureSign) / Templates 0

Mark a document as a favourite in the process map view

A quick way to mark documents as a favourite would be if you could mark them in the Document tab in the map view.
Kirsty about 6 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 Not Planned

Envelope Search for Simple Setup Templates

Currently, the "Envelope Template" box only populates with Classic Envelope Templates and not Simple Setup Templates in running Envelope Search reports. Most of our company's templates require more than 1 document, so we have to use Simple Setup T...

Add Feature To Start Envelope And Save Without Sending

Currently, there is no way to start an envelope, save it, and return to it later to finish reviewing and sending. You can kind of do this in the AssureSign workspace, which retains your current work until you send it or clear the workspace, but th...
Jenna Jentges about 3 years ago in Nintex eSign (formerly Nintex AssureSign) / Simple Setup Features 0

Allow Account To Change To Sub-Account

I would like the ability to move an already existing Account underneath another Account. Currently, I can only create new Sub-Accounts within an Account. There is not a way to re-arrange the account structure for Accounts that already exist. For e...
Jenna Jentges about 3 years ago in Nintex eSign (formerly Nintex AssureSign) / Account Administration 0

Document Upload - Order Process Group dropdown by Group rather than alphabetically

It's currently impossible to work out which sub-group youll associate document to because of the way the drop down is sorted. Can we see this as SERVICE > Administration for example
Guest about 3 years ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

assign stakeholders to documents

be able to assign stakeholders or additional people/roles that need notification of particular documents. Instead of having them as document owners or if document not assigned to a process. then when uploading have the ability to add in additional...
Joanna Crighton over 6 years ago in Nintex Process Manager (formerly Promapp) / Documents 2 Not Planned

Permit Promasters to create more document types in Configure Documents

We have a need to create a number of different document types. Promapp only allows us to edit 5 of the entries, but there are actually 8 in total. Can we be permitted to add as many document/link types as we deem required?
Guest almost 5 years ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

Ability to view Map View on full screen

At the moment, when viewing a process on Map view, the top banner (which shows the process name, and includes the buttons for giving feedback, printing, favourites and sharing) take up a fair bit of room on the screen. While we can zoom in and zoo...
Guest almost 5 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 Open for voting