Nintex Ideas

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    Showing 31 of 3009

    Send generated documents to the Document Queue as Files instead of attachments

    When a document is sent to the queue, it is sent as an attachment instead of a file. Our process is automated through an outbound message so when a generated document goes over the 5MB attachment size limit, the outbound message errors out and no ...
    Guest almost 7 years ago in Documents / DDP Management and Creation 0 Open for voting

    Enhance addendum documents function to allow setting the position of where they are included

    Right now you can specify an Addendum Doc Id Field on the DocGen Package. If you then have a child relationship that contains multiple records that each specify a different salesforce document id, these all get merged onto the end of the rendered ...
    Craig Hayashi about 5 years ago in Documents / DDP Management and Creation 0 Open for voting

    Ability to Run Own Usage Reports

    The ability to run usage reports at a user level. We need to know if our users are creating the set amount of documents when utilizing the Drawloop app. This keeps the managers in the know and ensures every user is using the application to perform...
    Guest almost 9 years ago in Documents / DDP Management and Creation 0 Planned

    Allow Envelopes Completion Report to Push into Salesforce

    This would work exactly the same way a signed document is mapped into the AssureSign object in Salesforce when an envelope is complete. It would just also put the completion report in there as well. Right now you would have to manually go into Ass...
    Adam Schwartz 10 months ago in Nintex eSign (formerly Nintex AssureSign) / Integrations (Salesforce, Dynamics 365 & more) 0

    Support SSO users for Authorization and Migration

    Currently, Nintex DocGen does not support Authorizing or Migrating when the user is SSO enabled. Recommendation is to have 1 user who does not have SSO.
    Brent Byhre over 1 year ago in Documents / DDP Management and Creation 0 Open for voting

    Support indents, ordered lists in rich text fields when merging into Word

    Salesforce supports indents and numbered lists in rich text fields. When the rich text field is merged into Word, indents are not maintained. When numbered lists are merged into Word, a different font is used for the number than the rest of the do...
    Craig Hayashi over 2 years ago in Documents / DDP Management and Creation 0 Open for voting

    When creating a DocGen form with multiple checkboxes, please include an option to be to Select All options

    We have a form with 40+ checkbox options which requires the ability to be able to "Select All" otherwise the user has to go through and select each option individually to get all items checked. This is affecting functionality in a critical busines...
    Guest over 8 years ago in Documents / DDP Management and Creation 0 Open for voting

    Allow the same Single Sign On as Workflow Cloud and ProMap

    Allow the same Single Sign On as Workflow Cloud and ProMap. We use different email and user IDs. This is not a problem for Workflow Cloud or ProMap, but the email and single sign on ID have to match for eSign.
    Guest about 1 year ago in Nintex eSign (formerly Nintex AssureSign) / Integrations (Salesforce, Dynamics 365 & more) 0

    Can we make redepoyment of DDP functional

    After deploying DDP and related manifest items, when redeploying it is working like cloning instead of updating the manifest at target location if that already exist. It should create or insert if that does not exist there on target org.
    Guest over 3 years ago in Documents / DDP Management and Creation 1

    Cancel the Envelope in AssureSign using a SALESFORCE Flow

    We use the DocGen component (in DocGen for SALESFORCE) connected to eSign (formely ASSURESIGN). A Docgen document is generated and sent to AssureSign platform. This action create a "Nintex eSign Envelope" object in Salesforce. Sometimes, a user ge...
    Guest about 1 year ago in Nintex eSign (formerly Nintex AssureSign) / Integrations (Salesforce, Dynamics 365 & more) 0