Documents

Lighting Component - Custom Object Contacts

The DocGen Lightning Component needs to be able to support custom Contact Lookup fields on Custom Objects. We have documents with required Contacts, but the Component isn't recognizing the Contact selected in the document as it's a custom Contact ...

Guest about 7 years ago in Documents / Lightning Experience 0 Open for voting

5 VOTE

The ability to add Graphs to word documents

I have recently been trying to build an automated customer report that creates a 20 odd page report that includes paragraphs, images and values in currency in different visual representations in shapes and so forth. I would love the ability to add...

Andy Emery about 3 years ago in Documents / Document Automation 0 Open for voting

2 VOTE

Nintex DocGen API - document automation for PDF files not preserving custom calculation script

Hey team, This is Clio engineering team reaching out to give a heads up that the current document automation request via Nintex DocGen API is not preserving the custom calculate formulas for props like PerPropDed. The formulas get wiped once we ge...

Guest over 1 year ago in Documents / Nintex DocGen 0 Open for voting

7 VOTE

prevent unhandleable attachments from appearing in list of ad hoc files

allow user to filter available/required 'ad hoc' object types (i.e., files vs feed item). As it is, the checkbox list of available attachments that DocGen provides includes unhandleable object types that cause errors when selected. E.g.:"No Unknow...

Guest over 4 years ago in Documents / Setup and Configuration 0 Open for voting

4 VOTE

Support Attaching and merging Secure or Password Protected Documents

Support Attaching and merging Secure or Password Protected Documents as they are currently not supported

Brent Byhre almost 3 years ago in Documents / Setup and Configuration 0 Open for voting

11 VOTE

Ability to select Additional To and BCC in Lightning

In lightning when Email deliverability is selected users have option to search for Contact or Leads on To field. But on Additional To field search functionality is not available which is there on classic. Users have to manually additional emails a...

Guest over 7 years ago in Documents / Lightning Experience 1 Open for voting

3 VOTE

Option to turn off DocGen Gallery Prompt when creating a new DocGen Package

Option to turn off Gallery Prompt when creating a new DocGen Package

Brent Byhre about 2 years ago in Documents / Setup and Configuration 0 Open for voting

3 VOTE

Support Excel as Middleware Tags in side Snippet Groups / component Groups

Excel as middleware Tags do not fill in Component groups . only work around is salesforce formula or richtext fields

Brent Byhre about 2 years ago in Documents / Component Library 0 Open for voting

8 VOTE

Adjust addendum functionality to support Salesforce Files

Allow the use of Salesforce Files and Content Documents in the addendum functionality. Currently, it only supports Documents, which are not supported in Lightning, and makes using the app for Salesforce communities far more difficult.

Guest over 5 years ago in Documents / Document Automation 2 Open for voting

2 VOTE

Provide full name of attachment in DocGen package when only one document is selected

Currently, if a DocGen email has multiple attachments, each attachment retains its unique name. However if only one attachment is selected it will lose its unique name. This makes it difficult for the user to make sure that the correct document is...

Guest over 1 year ago in Documents / Nintex DocGen 0 Open for voting

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