Nintex Ideas

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Ideas

    Adjust addendum functionality to support Salesforce Files

    Allow the use of Salesforce Files and Content Documents in the addendum functionality. Currently, it only supports Documents, which are not supported in Lightning, and makes using the app for Salesforce communities far more difficult.
    Guest over 5 years ago in Documents / Document Automation 2 Open for voting

    Preview document in browser

    Our customer who are using drawloop are seeking for document preview feature. They want to user to stick its current window and view the document which is generated. once user check that document is generated fine then user click on continue to mo...
    Guest almost 8 years ago in Documents / Document Automation 1 Under Review

    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 over 7 years ago in Documents / DDP Management and Creation 0 Open for voting

    Add Field Taggers to Output Filename for each Template

    I have multiple document templates in one DocGen for Salesforce template and I want to add field taggers to each document template name so that they can generate with separate names. For example, I want to pair a Letter of Intent template with a C...
    Guest 9 months ago in Documents / DocGen for Salesforce 0

    Keyboard search in Objects dropdown

    I want to press "o" on my keyboard and be taken to the Objects that start with "O" when creating a relationship or selecting a starting object for my DocGen Package.
    Matthew McGrath almost 3 years ago in Documents / UX/UI 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 about 9 years ago in Documents / DDP Management and Creation 0 Planned

    Standard Time template option

    We need to generate documents that display in Standard Time, and currently there is no option to select time as Standard Time. This would help keep consistency between the time fields in our database and the time fields that get generated by Ninte...
    Guest over 2 years ago in Documents / Setup and Configuration 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 over 5 years ago in Documents / DDP Management and Creation 0 Open for voting

    Attach Salesforce Note to Generated Document

    See Salesforce "Notes" object on the run page and attach these to the generated document.
    Matthew McGrath 10 months ago in Documents / DocGen for Salesforce 0

    Allow Drawloop Access to be given to the Permission Set Group Level.

    Currently The access is only available for Profiles, Role, Permission Set and Group.We would like to request you to add access to the Permission Set Group as well.
    Guest over 4 years ago in Documents / Setup and Configuration 0 Open for voting