Ideas

Showing 179 of 2849

Version history for uploaded documents

After uploading a template it would be great if we could see or access historic versions of the template, and have the option to restore a previous version. I've worked in other tools that have that capability, and it's been a life saver to be abl...

Guest over 2 years ago in Documents / UX/UI 0 Open for voting

1 VOTE

Support Salesforce Display Hierarchy Structure and Hierarchy field

Salesforce Account object uses ParentId to create a Hierarchy display interface in Salesforce. - Currently, an additional lookup field is required to link all sub Accounts to the Main account for a DocGen hierarchy relationship to work as desired.

Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting

2 VOTE

Look up to return hypertext with links enabled

We like to have a List/Document lookup within Nintex form from another document library to return the hypertext with links to the actual document. Refer to Nintex Support Case #00546060

Guest over 2 years ago in Nintex for SharePoint / Forms for SharePoint 0

3 VOTE

Content version sharing type for Community user

Allow change of content version sharing type from 'V' to 'I' and vice versa, if package is generated by community user. Currently the documents generated by community users are set to default 'V' which does not allow them to edit any fields relate...

Guest about 4 years ago in Documents / Setup and Configuration 0 Under Review

1 VOTE

Route eSign Envelopes to the selected Sub Account for Shared eSign Templates

In DocGen for Salesforce + eSign Delivery - When a eSign Template has been Shared to a Sub Account, The Envelope creation is still created in the eSign Parent Account. Currently, the only way to ensure an Envelope is created in Sub Account is to E...

Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting

2 VOTE

Document Ownership

Allow documents to have an owner and have a review dates, the same as a process. Currently it reports on who has uploaded the document and when it was upload, from an accountability standpoint this can be really important.

Guest almost 3 years ago in Nintex for SharePoint 0

1 VOTE

Support for MS Office Smart Shapes / Smart Art

When Merging, Replicating, or Converting to PDF an error occurs due to Smart Shapes. Currently, taking a screen capture of the Smart Shape and using an image is the only alternative.

Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting

1 VOTE

We put Agreements into Promapp and would like have an option to add notes about the progress.

We store agreements,contracts etc in Promapp and the review date is adjusted inline with the date on the Agreement. As many agreements/contracts take some time to review and be replaced, I have been asked if we can add a 'note' against the agreeme...

Unknown Unknown over 1 year ago in Nintex for SharePoint / Documentation 0

1 VOTE

Remove the prefix of "LazyApproval by" when approvers use lazy approval

Remove the prefix of "LazyApproval by" when approvers use lazy approval in the "Approver Comments" common workflow context variable. Management had feedback that this has been taken as a derogatory comment - that their approval is done sloppily or...

JingKai over 1 year ago in Nintex for SharePoint / Workflow for SharePoint 0

2 VOTE

Add search function for the field tagger

Data sources can have hundreds of fields. It would be great to have a search function within the field tagger in both DocGen for Salesforce and DocGen for AC. It would operate similar to how the variable search works in AC.

Chris Ben almost 3 years ago in Documents / Document Automation 0 Open for voting

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