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Nintex Ideas

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Showing 221 of 2850

Override Review Date in Documents

To adjust the date of the document for review instead of just the frequency. Uploading of the document does not match the footer within the document which removes alignment with ISO.
Guest over 5 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 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 over 1 year ago in Documents / Setup and Configuration 0 Open for voting

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 almost 3 years ago in Nintex eSign (formerly Nintex AssureSign) / Simple Setup Features 0

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 over 1 year ago in Documents / Setup and Configuration 0 Open for voting

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 almost 3 years ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

Add search function for the field tagger

Data sources can have hundreds of fields. It would be great to have a search function within the field tagger in both DocGen for Salesforce and DocGen for AC. It would operate similar to how the variable search works in AC.
Chris Ben almost 3 years ago in Documents / Document Automation 0 Open for voting

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 over 4 years ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

Password protect for docs

No description provided
Joshua Commins over 1 year ago in 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 about 6 years ago in Nintex Process Manager (formerly Promapp) / Documents 2 Not Planned