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Support Integration users for SFDC-DocGen integration

Salesforce recently added a feature where it allows SFDC admins to create dedicated integration users with no extra cost. It is now a best practice to use them for integrations. Read more about this feature here: https://admin.salesforce.com/blog/...
Guest about 1 year ago in Documents / Setup and Configuration 1 Open for voting

Import/Upload Media More Seamlessly

It would be great is we could drag and drop media into procedures while in 'edit' mode. Currently have to navigate to the attachment form and select files individually.
Guest over 4 years ago in Nintex Process Manager (formerly Promapp) / Documents 1 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 about 7 years ago in Documents / Document Automation 1 Under Review

We need a one-click link to shared folders

Linking to documents stored in SharePoint works brilliantly. However, we have many documents that are still stored in Shared folders within File Explorer. At the moment, the link provides the address to copy and paste into a web browser. This then...
Chris Hill over 2 years ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

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

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

Report on DocGen Templates included in each generation

Have a Tag for all the included Templates of a DocGen run either (Alway, Conditional,and Optional Selected) This already exists for Attachments <<attchids>> /<<attachnames>>
Brent Byhre about 2 years ago in Documents / Setup and Configuration 0 Open for voting

Support Knowledge RichText Field image resizing

Knowledge object richtext field allows for image resizing in the interface but the image comes out full size.
Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting

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 about 4 years ago in Documents / Setup and Configuration 0 Open for voting

Enable deep links into documents.

Where a document has individual sections that relate to different processes it would be very useful to be able to link directly to the relevant material. This would enable a single source of truth to be maintained in one place but give ease of acc...
Guest over 1 year ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting