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Bulk Transfer of Documents to another staff member

There is a Transfer process option on the user but no Transfer Document option. This makes it very time consuming if a staff person changes Job role as it has to be done one by one via the document library looking up by individual name.

Unknown Unknown 12 months ago in Nintex Process Manager (formerly Promapp) / Documents 0 Open for voting

1 VOTE

View data in Panels without being in Edit Mode

Being able to view the data in a form, using panels, without being in edit mode prevents inadvertent loss of data or changes to data.

Michelle Caldwell 12 months ago in Nintex for SharePoint / Form controls 0

1 VOTE

DocuSign Template Signature Fields

When I send a document for signing via DocuSign and use a template which has a signature field in a set location for signing, the signing fields does not show when sent to the receipient.

Nicholas Kotze 12 months ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Workflow Designer 2 Not Planned

1 VOTE

DocuSign Template Custom Field Support

I want to be be able to use the DocuSign Get Signature event to use a Template in DocuSign to gather the receipients signature in a set location. The template has required fields that I want the workflow to respect and be able to populate. At the ...

Nicholas Kotze 12 months ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Workflow Designer 2 Not Planned

5 VOTE

Checklists for Mega processes

Any suggestions on the best way to implement a series of checklists for a mega process so that it can monitored and displayed in the order of the Mega process?

Guest almost 5 years ago in Nintex Process Manager (formerly Promapp) 1 Not Planned

3 VOTE

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 almost 3 years ago in Nintex eSign (formerly Nintex AssureSign) / Integrations (Salesforce, Dynamics 365 & more) 0 Open for voting

1 VOTE

SharePoint Online query user by ID

Currently there is no way to query a user by ID. Having migrated a process from Workflow for 365, the list entry start object NAC gives me only has user ID available. Given this, being able to retrieve the rest of the user's details via ID would b...

Guest 12 months ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Connectors 2 Open for voting

5 VOTE

Add Contact Details To Process List Report

Add User Name or Email Address details to Process List report - currently there is First Name and Last Name is available. As a governance piece, different business units would like to contact Owners and Experts for specific processes from differen...

Adam Brown almost 5 years ago in Nintex Process Manager (formerly Promapp) / General 1 Open for voting

5 VOTE

Link risk controls to objectives

Currently I have to extract risks from Promapp to another system in order to document reviews and gap analysis, If the register and potentially each individual portfolio, could have the ability to enter a list of objectives it would make Promapp f...

Candice almost 5 years ago in Nintex Process Manager (formerly Promapp) / Risk and Compliance Management 2 Not Planned

5 VOTE

Allow effectiveness ratings for individual controls in risk module

It would be useful to allow each individual control or treatment to be rated for effectiveness allowing a better overview for the Risk Manager's residual risk assessment

Candice almost 5 years ago in Nintex Process Manager (formerly Promapp) / Risk and Compliance Management 2 Not Planned

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