Ideas

Manage web links the same as other documents

it appears that “Web Links” appear in Admin>Reports>Documents, but you can not see them under the “Documents” tab on the top horizontal menu bar. At the moment, it appears that the only way that we will be able to tidy up the Report, is to m...

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

15 VOTE

Ability to view documents in-software rather than downloading

It would be beneficial to process participants if they could view documents that have been uploaded to Process Manager within the software in a 'view-mode' (e.g. opening in a new tab or a pop-up window). If a document is hosted on Process Manager,...

Abbie Richards over 3 years ago in Nintex Process Manager (formerly Promapp) / Documents 2 Open for voting

24 VOTE

Moved documents remain in original folder/s - have to be manually moved

Documents attached to processes that are moved to another group should not remain in the original group or provide an option to select 'remove from this group'. With organisational restructures, processes can be moved and the extra work required t...

Guest over 5 years ago in Nintex Process Manager (formerly Promapp) / Documents 3 Open for voting

5 VOTE

Support for AssureSign Child Accounts in Salesforce DocGen Integration

In our organization, we use AssureSign child accounts to represent our different business entities under a single parent account. Each child account is used by a distinct Salesforce org. Current limitation: The Nintex DocGen integration in Salesfo...

Boris THOMAS about 1 year ago in Nintex eSign (formerly Nintex AssureSign) / Integrations (Salesforce, Dynamics 365 & more) 0

17 VOTE

Archiving and Linked Documents

Documents that were linked to an archived process lose their associations and float freely in the system. We need to know when these linked documents would be affected by archiving, and it would be even more helpful to be able to archive them simu...

Guest over 4 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 Open for voting

13 VOTE

Ability to Archive a document via the "My Reviews" page

On the My Reviews, page there is no option to delete a document. This means if a user is reviewing a document and found it to be obsolete, and needs to archive it they need to:1. Navigate to another screen to search for the document, 2. Navigate t...

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

3 VOTE

Allow a custom company name in Signer 2FA SMS

When SMS auth is used for signer authentication, it will always say "AssureSign". Twilio has the capability to have different "profiles" that show a different company name in their set verification code message. We should consider allowing custome...

James Tyzack 10 months ago in Nintex eSign (formerly Nintex AssureSign) / Signing Experience 0

27 VOTE

Reporting document reviews

You can run a report for process reviews due but not for documents and we would find this very useful.

Guest about 7 years ago in Nintex Process Manager (formerly Promapp) / Documents / Reporting 9 Open for voting

2 VOTE

Allow alignment formatting for Signature JotBlocks

Currently, the Signature JotBlock always places the saved signature in the center of the JotBlock area. The settings for Signature JotBlocks should be updated to allow left, center, and right justification of the final text (similar to the Alignme...

Jenna Jentges 7 months ago in Nintex eSign (formerly Nintex AssureSign) / Simple Setup Features 0

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 about 7 years ago in Nintex Process Manager (formerly Promapp) / Documents 6 Not Planned

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