Ideas

Showing 133 of 2849

Ability to attach Files from Desktop to Email delivery with multiple attachments

When having multiple attachments come through in an Email delivery, the ability to attach files from your desktop is not existent. Today if an email is generated via a delivery option and it has multiple attachments you can only add additional att...

Guest almost 9 years ago in Documents / DDP Management and Creation 12 Not Planned

8 VOTE

Ability to manage inherited security for custom K2 roles

Background Currently, the inherited security for custom K2 roles is Everyone with Modify and Delete rights. There is no way to modify the default, inherited security to add other users or modify/remove Everyone rights. In order to customize the se...

Guest over 1 year ago in K2 / Security 0

16 VOTE

Add Secure PDF Generation Options to Prevent Editing Generated Doc

Anyone with Acrobat Pro can edit a Drawloop generated PDF document. This makes functionality, especially adding a watermark, relatively ineffective since it can be removed easily. We can ask our users to add a password but this leaves us exposed t...

Guest over 3 years ago in Documents / Document Automation 0 Open for voting

4 VOTE

Allow more than 5 conditions in relationship filters

I have a DocGen package that requires more than 5 filter conditions to return the right data set. I would love to not need to create new checkbox formula fields for every DocGen package with complex filters. Example: SELECT fields FROM Session__c ...

John McOrmond 10 months ago in Documents / DDP Management and Creation 0 Open for voting

1 VOTE

DocGen Queue - Support Files

The DocGen Queue currently leverages Salesforce Documents which has a max storage limit of 5mb which is a blocker in many scenarios as Salesforce is moving to Files as the standard document storage

Brent Byhre 3 months ago in Documents / DocGen for Salesforce 0 Open for voting

2 VOTE

Red validation banner removed when a contact is selected.

On the email preview page, when clicking Send without any recipient a red banner error occurs " you must specify at least one recipient for the email." red banner shows up. After selecting a contact or adding to Additional To section, the banner d...

Brent Byhre 5 months ago in Documents / Lightning Experience 1 Reported as bug

1 VOTE

Enable Field Tagger integration Directly Within the Word Document Editor

Streamline the document preparation process by integrating the Field Tagger component directly with word document editor, allowing users to replace field labels with field taggers in one click without switching tabs or manually copying and pasting...

Jayashankar Ganji 3 months ago in Documents / DocGen for Salesforce 0 Open for voting

38 VOTE

Multiple Conditions with 'contains' logic to include a file in the DDP

Sometimes it is necessary to include a document file in DDP based on multiple AND/OR conditions with 'contains' logic. For example, Include a file only when Field 1 contains 'xxx' AND Field 2 contains 'yyy'. It shall be possible to allow these mul...

Guest about 9 years ago in Documents / DDP Management and Creation 5 Open for voting

7 VOTE

Fix security issue on access to basic task linked to out of office exceptions management.

In case of out of office with exception, user not in the exception is able to do action with the link available from the worklist of user in the exception (with SharedUser=): https://nintex.k2test.net/Runtime/Runtime/Form/com.K2.System.Workflow.Fo...

Mickael Scheer over 1 year ago in K2 / Security 1

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

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