Nintex Ideas

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    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 over 2 years ago in Documents / 3rd Party Integration 1 Open for voting

    Red validation banner removed when a contact is selected.

    On the email preview page, when clicking Send without any recipient a red banner error occurs " you must specify at least one recipient for the email." red banner shows up. After selecting a contact or adding to Additional To section, the banner d...
    Brent Byhre 7 months ago in Documents / Lightning Experience 1 Reported as bug

    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

    Glossary items show in the process summary, background and objectives

    Glossary items don't show in the Process summary. This is confusing as the Summary is the first section of the Process/Procedure that you read. If you don't know the company acronyms you cannot work out what they mean unless you read into the proc...
    Guest over 2 years ago in Nintex Process Manager (formerly Promapp) / Process Map 0 Open for voting

    Email configured in DocGen Packages to have a format

    Hey, We use Nintex DocGen Package and it would be great if we could add format into email addresses sent from this packages, like making text Bold or Underlined . Hope you could add this functionality in the future. Thanks and regards,Alejandro Lois.
    Guest over 1 year ago in Documents / Lightning Experience 0 Open for voting

    Ability to attach file back for community users

    After we switch to use files instead of attachments, community users can't attach file back. We need to have this ability.
    Xuemei Ma over 2 years ago in Documents / Salesforce 1 1 Open for voting

    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 over 1 year ago in Documents / Setup and Configuration 1 Open for voting

    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

    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 about 2 years ago in Documents / Setup and Configuration 0 Open for voting

    DocGen Queue - Support Files

    The DocGen Queue currently leverages Salesforce Documents which has a max storage limit of 5mb which is a blocker in many scenarios as Salesforce is moving to Files as the standard document storage
    Brent Byhre 5 months ago in Documents / DocGen for Salesforce 0 Open for voting