Nintex Ideas

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    Showing 194 of 2996

    Enhance addendum documents function to allow setting the position of where they are included

    Right now you can specify an Addendum Doc Id Field on the DocGen Package. If you then have a child relationship that contains multiple records that each specify a different salesforce document id, these all get merged onto the end of the rendered ...
    Craig Hayashi almost 5 years ago in Documents / DDP Management and Creation 0 Open for voting

    Allow Drawloop Access to be given to the Permission Set Group Level.

    Currently The access is only available for Profiles, Role, Permission Set and Group.We would like to request you to add access to the Permission Set Group as well.
    Guest over 4 years ago in Documents / Setup and Configuration 0 Open for voting

    Allow LWC tabs to be optional

    There are times when running a package that the contact selection and even document selection tabs are not needed. If all the documents in the package are set to always required then the document selection tab is useless. It would also cut down on...
    Lauren K over 1 year ago in Documents / UX/UI 0 Open for voting

    Ability to Run Own Usage Reports

    The ability to run usage reports at a user level. We need to know if our users are creating the set amount of documents when utilizing the Drawloop app. This keeps the managers in the know and ensures every user is using the application to perform...
    Guest over 8 years ago in Documents / DDP Management and Creation 0 Planned

    Allow Envelopes Completion Report to Push into Salesforce

    This would work exactly the same way a signed document is mapped into the AssureSign object in Salesforce when an envelope is complete. It would just also put the completion report in there as well. Right now you would have to manually go into Ass...
    Adam Schwartz 9 months ago in Nintex eSign (formerly Nintex AssureSign) / Integrations (Salesforce, Dynamics 365 & more) 0

    Support for Lightning Email Templates

    In Lightning Experience, when selecting an email template to use with the DocGen package, only classic email templates are supported currently. I'd like to switch my org over to using lightning email templates, but can't yet because we rely on the...
    Guest over 4 years ago in Documents / Lightning Experience 0 Open for voting

    Support Integration users for SFDC-DocGen integration

    Salesforce recently added a feature where it allows SFDC admins to create dedicated integration users with no extra cost. It is now a best practice to use them for integrations. Read more about this feature here: https://admin.salesforce.com/blog/...
    Guest over 1 year ago in Documents / Setup and Configuration 1 Open for voting

    Report on DocGen Templates included in each generation

    Have a Tag for all the included Templates of a DocGen run either (Alway, Conditional,and Optional Selected) This already exists for Attachments <<attchids>> /<<attachnames>>
    Brent Byhre about 2 years ago in Documents / Setup and Configuration 0 Open for voting

    Allow all jotblock types to be resized by exact measurements

    Allowing jotblocks to be resized by exact measurements (ex: "50 pixels x 100 pixels," "0.5 inches x 2 inches," etc.) would be incredibly helpful in providing a cleaner & more professional-looking customer experience by having data presented in...
    Guest about 3 years ago in Nintex eSign (formerly Nintex AssureSign) / Templates 0

    Allow jotblocks to be moved using directional keys

    We often run into issues with getting jotblocks to line up with the spaces made for them on documents, so it ends up looking unprofessional with the populated information being off-centered and not having a uniform appearance. By allowing jotblock...
    Guest about 3 years ago in Nintex eSign (formerly Nintex AssureSign) / Templates 0