Ideas

Showing 221 of 3010

View documents without having to download and save

Each time a document or file is viewed it has to be downloaded to the computer and is stored on the hard drive, usually in a default directory. It would be useful if downloading was an option or at the very least an option to delete the document a...

Guest almost 7 years ago in Nintex Process Manager (formerly Promapp) / Documents 6 Not Planned

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

8 VOTE

Search on document conent

Enable searching on document content, not just on the title/metadata. Support: Promapp only searches the title and other metadata entered into Promapp when uploading the Document. Not the Document contents. Feedback: this is the single biggest...

Guest over 2 years ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

5 VOTE

Attachment drop down option for EDM files

Currently, when staff need to link an EDM file/container to a Promapp, we have a workaround. Can we please look to add a dropdown that says EDMS file? This will make it simple for staff to attach files/containers.

Guest over 1 year ago in Nintex Process Manager (formerly Promapp) / Documents 3 Open for voting

5 VOTE

Support nintex eSign delivery option in the nintex Preview DocGen Component

Currenlty, nintex eSign Delviery options are not supported being sent from the Preview DocGen Component in Flow. You can preview the Generated Document using Preview, but currently can only send using the Nintex Apex Action that require nintex Aut...

Brent Byhre over 1 year ago in Documents / 3rd Party Integration 0 Open for voting

9 VOTE

Ability to choose SMS authentication method for DocuSign envelopes

My company uses Nintex DocGen to create DDP's and send to DocuSign for electronic signing. Neither of the authentication methods offered by Nintex are approved by our security team as they prefer SMS. I would like to request Nintex to add SMS as a...

Guest almost 3 years ago in Documents / 3rd Party Integration 1 Open for voting

4 VOTE

Simple Document Ownership Management Independant of Process Group

Currently document ownership is bound to the group in which a document resides within Process Manager. It would be much better if document ownership / review could be manually assigned at document creation and bound to the document itself (similar...

Sam over 1 year ago in Nintex Process Manager (formerly Promapp) / Documents 2 Open for voting

26 VOTE

Support Account Contact Relationship Salesforce Object

Salesforce released a new feature in Summer 16, contacts to multiple accounts. This feature allows one contact to have a direct relationship with one account as well as many indirect relationships. When creating a DDP I can only choose my recipien...

Guest over 8 years ago in Documents / Lightning Experience 4 Open for voting

13 VOTE

Add an option to remove the Document Changes tab from the My Changes tab of My Dashboard

Some senior managers find that telling them to look at documents linked to processes is a step too far for their valuable time – they just want to focus on processes (new, changed, awaiting their approval). Some processes can have 10 or 20 documen...

Guest over 4 years ago in Nintex Process Manager (formerly Promapp) / Documents 3 Open for voting

9 VOTE

Report to enable My Reviews for overdue documents.

We have many overdue documents for review. I tried to find a report so we could filter to determine who needs to take action. As this is not currently an option this information has been copied manually from Promapp and put onto an excel page but ...

Unknown Unknown about 3 years ago in Nintex Process Manager (formerly Promapp) / Documents 3 Open for voting

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