Nintex Ideas

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Ideas

    Add Feature To Start Envelope And Save Without Sending

    Currently, there is no way to start an envelope, save it, and return to it later to finish reviewing and sending. You can kind of do this in the AssureSign workspace, which retains your current work until you send it or clear the workspace, but th...
    Jenna Jentges over 3 years ago in Nintex eSign (formerly Nintex AssureSign) / Simple Setup Features 0

    Allow Account To Change To Sub-Account

    I would like the ability to move an already existing Account underneath another Account. Currently, I can only create new Sub-Accounts within an Account. There is not a way to re-arrange the account structure for Accounts that already exist. For e...
    Jenna Jentges over 3 years ago in Nintex eSign (formerly Nintex AssureSign) / Account Administration 0

    Add a Note in LEDD about "Relationships from other objects"

    The Relationship from other objects section on standard objects automatically populate relationships that do not work and it is very confusing. Please make a note about these relationships in the Interface as these require Button parameters to wor...
    Brent Byhre almost 2 years ago in Documents / DDP Management and Creation 0 Open for voting

    Add Date Format, MM-YYYY, as an option in Field Tagger

    In Field Tagger, there are several Date formats to choose from but we need the format, MM-YYYY. Unfortunately, this is not available and we are hoping this is added in the future.
    Guest almost 2 years ago in Documents / DDP Management and Creation 0 Open for voting

    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 over 3 years ago in Documents / Document Automation 0 Open for voting

    Update the Percent Field Tagger to not have a space between number and percent symbol

    Update the Percent Field Tagger to not have a space between number and percent symbol to match the Salesforce interface. 70% vs 70 %
    Brent Byhre almost 2 years ago in Documents / DDP Management and Creation 0 Open for voting

    Send Outbound Message Failure Email Notifications to One User

    Outbound Message Failure Email Notifications currently go to the below three Users: User to Send as Owner of the DocGen Package record Integration User in the Nintex Admin tab Can we create a way that this failure notification only gets sent to on...
    Chantelle Garcia almost 2 years ago in Documents / Document Automation 0 Open for voting

    Don't make it look like multiple choice JotBlock options have changed when changing name.

    If we change the name of an existing multiple choice JotBlock, the options appear to change. For example - I change the name of a multiple choice JotBlock with Yes and Not options, the No option disappears from the edit JotBlock window. Our users ...
    Bill Newman almost 4 years ago in Nintex eSign (formerly Nintex AssureSign) / Templates 0

    Auto-Generate 'Document Completion Report' to be sent along with each E-Signed Contract

    An idea to create a way to auto-generate the 'Document Completion Report' to be sent along with each signed Contract instead of having to pull the DCR report individually and manually for each signing.
    Guest almost 2 years ago in Nintex eSign (formerly Nintex AssureSign) / Signing Experience 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 about 2 years ago in Documents / Setup and Configuration 0 Open for voting