Nintex Ideas

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Documents

    Add Secure PDF Generation Options to Prevent Editing Generated Doc

    Anyone with Acrobat Pro can edit a Drawloop generated PDF document. This makes functionality, especially adding a watermark, relatively ineffective since it can be removed easily. We can ask our users to add a password but this leaves us exposed t...
    Guest about 4 years ago in Documents / Document Automation 0 Open for voting

    Allow more than 5 conditions in relationship filters

    I have a DocGen package that requires more than 5 filter conditions to return the right data set. I would love to not need to create new checkbox formula fields for every DocGen package with complex filters. Example: SELECT fields FROM Session__c ...
    John McOrmond over 1 year ago in Documents / DDP Management and Creation 0 Open for voting

    Filter from the org wide email addresses

    We need the option to filter from the "FROM" addresses when generating document and sending an email.
    Guest about 3 years ago in Documents 0 Open for voting

    Support Account Contact Relationship Salesforce Object

    Salesforce released a new feature in Summer 16, contacts to multiple accounts. This feature allows one contact to have a direct relationship with one account as well as many indirect relationships. When creating a DDP I can only choose my recipien...
    Guest about 9 years ago in Documents / Lightning Experience 4 Open for voting

    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 over 3 years ago in Documents / 3rd Party Integration 1 Open for voting

    Support nintex eSign delivery option in the nintex Preview DocGen Component

    Currenlty, nintex eSign Delviery options are not supported being sent from the Preview DocGen Component in Flow. You can preview the Generated Document using Preview, but currently can only send using the Nintex Apex Action that require nintex Aut...
    Brent Byhre about 2 years ago in Documents / 3rd Party Integration 0 Open for voting

    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 over 3 years ago in Documents / Salesforce 1 1 Open for voting

    Images stored in Content Files for DocumentService Class

    DocumentService Class ConvertAndMerge does not support Images stored in Salesforce Files. Currently it only works if the Images are stored in Documents (015) or Attachments (00P) The current Work around is to use a DocGen Package with loopMessage ...
    Brent Byhre 5 months ago in Documents / DocGen for Salesforce 0

    Lightning Component: Packages are conditionally available

    Allow an Admin to control the Packages visible to the User in the Component, based on a value within the Record. In the example below, on my SOW Record, I have a Picklist for Project Billing Type. In the example below, as the Project Billing Type...
    Guest almost 7 years ago in Documents / Lightning Experience 5 Open for voting

    Support the display format for a Salesforce Time Field

    Time Field pulls data as 14:00:00.000Z instead of 2:00 pm. Currently only alternatives are Excel as middleware or a Salesforce formula field.
    Brent Byhre almost 3 years ago in Documents / Setup and Configuration 0 Open for voting