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Nintex Ideas

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Showing 228 of 3009

Ability to increase the maximum limit for document review frequency

We have made a decision as a business to review images and videos at the time of reviewing a process. We have several thousand images and videos attached to processes and the process of manually reviewing the images and videos separate to the proc...
Unknown Unknown about 2 years ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

Add Training Description to Document Updates

When adding or updating a document within Process Manager, it would be helpful to capture any necessary training / review requirements that are needed for the document. This would help document owners provide training / review details to document ...
Jonathan Butler about 2 years ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

How to select Contact while sending the email for Person Account

We are using person accounts and we need to generate documents and send the emails to person account's email address. But I dont see any contact get populated on the screen because its a Person Account.
Guest over 4 years ago in Documents / Document Automation 0 Open for voting

Lightning Clone Functionality to Clone Templates too

I'd like the ability to clone my package, and templates in the Lightning interface.
Matthew McGrath about 2 years ago in Documents / Lightning Experience 0 Open for voting

Associate Documents with Process Export/Import

Want documents to attach to processes when importing.
Jonathan Butler about 2 years ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

Integration and Delivery for DropBox Sign

Integration and Delivery for DropBox Sign for DocGen for Salesforce
Brent Byhre about 2 years ago in Documents / 3rd Party Integration 0 Open for voting

Integration and Delivery for BoxSign

Integration and Delivery for BoxSign from Nintex DocGen for Salesforce
Brent Byhre about 2 years ago in Documents / 3rd Party Integration 0 Open for voting

Allowing upload of images and videos but not other documents like Word, PDF or Excel

Our company has its Document management system and we do not want users to save it somewhere else. However for Process and Procedures, it is useful if videos or images can be uploaded against the Activity or Task. Currently, Promapp only allows up...
Guest over 4 years ago in Nintex Process Manager (formerly Promapp) / Documents 2 Open for voting

Formatting of the headings for Summary and Procedures has been removed since the last update. Request to have it replaced

Since the last update the background color for the Summary and Procedures has been removed and now shows as white. This makes it harder to quickly read the procedure in PDF format. It would be good to have the ability to choose a theme for backgro...
Guest over 4 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 Open for voting

Bulk Transfer of Documents to another staff member

There is a Transfer process option on the user but no Transfer Document option. This makes it very time consuming if a staff person changes Job role as it has to be done one by one via the document library looking up by individual name.
Unknown Unknown over 2 years ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting