Ideas

Showing 112 of 3009

Allow use of Public Groups and/or Permission Sets to restrict access to particular DocGen packages

We are looking to utilize Public Groups to restrict access to particular DocGen Packages to certain Nintex users beyond System Admins; however, Nintex has confirmed that the security setting is not working as expected. Per Nintex: Unfortunately, i...

Guest about 1 year ago in Documents / Setup and Configuration 0 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 10 months ago in Nintex eSign (formerly Nintex AssureSign) / Integrations (Salesforce, Dynamics 365 & more) 0

12 VOTE

Save signature for reuse

Save signature for subsequent envelope signature. the business process results in hundreds of envelopes directed to executive for signature monthly, each requires creating and saving signature (time and clicks). Making signature saved to a profile...

Renee Gonzalez’ Fong almost 2 years ago in Nintex eSign (formerly Nintex AssureSign) / Signing Experience 0

1 VOTE

Update Compiling behavior after Migratoin

After Migration, its required to compile as a user who has access to fields and objects related to the DocGen Package starting object: https://community.nintex.com/nintex-docgen-for-salesforce-47/drawloop-compiling-15353?tid=15353&fid=47 This ...

Brent Byhre 3 months ago in Documents / Setup and Configuration 0 Open for voting

1 VOTE

Support Salesforce Reports when triggering via action links

We use a custom link to trigger a number of Nintex DocGen packages to a specific account. We recently learned that when we use a report as a data source, the custom link no longer works for that package and users get an ambiguous error message. It...

Robert E 3 months ago in Documents / Setup and Configuration 0

1 VOTE

Allow "Step Completion Date" and "Signing Step" to be available in Webhook merge fields

The merge fields exist, but do not populate in web hooks. This causes confusion, and they would be useful to allow customers to track state. Support ticket: 00730027

James Tyzack 4 months ago in Nintex eSign (formerly Nintex AssureSign) / API 0

5 VOTE

Signature Box with IP Address

Currently, the signature Box has user IP address displayed, due to privacy reason, we, transport canada, should NOT have user's IP address displayed at final generated signature box.

YI LIU almost 2 years ago in Nintex eSign (formerly Nintex AssureSign) 0

5 VOTE

Excel as Middleware Tags available for DocGen Package Template Conditions

Excel as middleware / Connected Data Tags are available to be used in other templates, but they are not available to be used in the Logic to bring templates in conditional.

Brent Byhre almost 2 years ago in Documents / Setup and Configuration 1 Open for voting

6 VOTE

Support the display format for a Salesforce Time Field

Time Field pulls data as 14:00:00.000Z instead of 2:00 pm. Currently only alternatives are Excel as middleware or a Salesforce formula field.

Brent Byhre over 2 years ago in Documents / Setup and Configuration 0 Open for voting

4 VOTE

Allow the user the ability to adopt a signature that they can apply and utilize to sign docs in the future.

Does AssureSign allow the user the ability to adopt a signature that they can apply and utilize to sign docs in the future? The below is an example from DocuSign: [ cid:image002.png@01DAA079.D479A5C0 ]

Guest almost 2 years ago in Nintex eSign (formerly Nintex AssureSign) / Signing Experience 0

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