Nintex DocGen and Nintex DocGen for Salesforce

Showing 80 of 2422

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 12 months ago in Nintex DocGen and Nintex DocGen for Salesforce / 3rd Party Integration 1 Open for voting

5 VOTE

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 12 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Salesforce 1 0 Open for voting

1 VOTE

Option for filtering the list of Contacts

On the Run DDP page, I would like to see only the primary contact(s), not all the contacts that are related to an Account.

Mohammad Razzak about 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

3 VOTE

Conditionally hide text

This applies to Doc Gen for Salesforce and Doc Gen for Automation Cloud. There are many instances where text could be conditionally hidden e.g. a special clause in a contract or if the field we are referencing is null e.g. a missing suburb in an a...

Chris Ben over 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 1

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 over 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 0 Open for voting

1 VOTE

Job Status queue can be accessed by Non System admins with DocGen Admin Permission Set

Job Status Page is not accessible for DocGen Admins

Guest over 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce 0

1 VOTE

Currently, Nintex DocGen does not support including attachments on email templates in Lightning.

No description provided

Guest over 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce 0

1 VOTE

Support picklist translations

Please allow foreign language users to export picklist values in their language

Guest over 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 0

1 VOTE

DocGen too should have development and production mode

While building a new module that requires DocGen integration, the testing phase consumes live DocGen counts. Just like Forms or Workflow, ideally DocGen too should have Development mode. That way admins wont consume limited DocGen quota during tes...

Shadab over 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce 0

1 VOTE

Currently functionality is limited to the objects related history per name, id, createdby, etc, but does not include the oldValue and newValue to show the actual updates.

With the oldValue and newValue available it will be able to use the package manager and field tagger to assign those fields to a template.

Guest over 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce 0 Open for voting

Please enter your email address

FILTER BY CATEGORY