Nintex Ideas

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    Showing 195 of 2849

    Custom Template Order

    Would like to have the ability to customize the order of the templates using a drag and drop method.
    Guest over 2 years ago in Nintex eSign (formerly Nintex AssureSign) / Templates 0

    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

    Increase character length

    Increase character length of some fields, such as:email bodyemail [Custom Message]and in JotBlocks:Multi-choice input blocks Instructions and Radio Button text
    Guest almost 4 years ago in Nintex eSign (formerly Nintex AssureSign) / Templates 0 Open for voting

    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

    Template Import File Validation "Select All" option

    In cases where we import a template into the live environment from the sandbox environment, there is always a validation error because the webhooks already exist in the live environment. Given that our dev team has 11 environments with correspondi...
    Guest over 2 years ago in Nintex eSign (formerly Nintex AssureSign) / Templates 0

    Integration with Microsoft Teams approvals

    Microsoft Teams approvals allow for eSign approvals to be easily sent directly from Teams. They currently integrate approvals with Adobe Sign and will soon integrate with DocuSign. Having an easy integration with AssureSign for Teams eSign approva...
    Bill Newman about 4 years ago in Nintex eSign (formerly Nintex AssureSign) / Integrations (Salesforce, Dynamics 365 & more) 0 Open for voting

    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

    Webhook Design Templates

    While we currently are able to create Email Design sets that will apply a specific set of Email notifications to templates, I believe having that functionality for Webhooks/DocumentTRAK would be extremely beneficial due to using the same webhooks ...
    Guest almost 3 years ago in Nintex eSign (formerly Nintex AssureSign) / Templates 0

    Word attachments

    When a signer adds an attachment, the system currently does not allow word documents to be attached. Expanding on this functionality would eliminate the need for for a signers to covert their word document to PDF prior to completing the signing pr...
    Guest about 4 years ago in Nintex eSign (formerly Nintex AssureSign) / Templates 0 Open for voting

    Envelope Search for Simple Setup Templates

    Currently, the "Envelope Template" box only populates with Classic Envelope Templates and not Simple Setup Templates in running Envelope Search reports. Most of our company's templates require more than 1 document, so we have to use Simple Setup T...
    Guest almost 3 years ago in Nintex eSign (formerly Nintex AssureSign) / Simple Setup Features 0