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

1 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 7 months ago in Documents / Nintex DocGen 0 Open for voting

3 VOTE

Standard Time template option

We need to generate documents that display in Standard Time, and currently there is no option to select time as Standard Time. This would help keep consistency between the time fields in our database and the time fields that get generated by Ninte...

Guest almost 2 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 almost 7 years ago in Documents / Lightning Experience 1 Open for voting

4 VOTE

Keyboard search in Objects dropdown

I want to press "o" on my keyboard and be taken to the Objects that start with "O" when creating a relationship or selecting a starting object for my DocGen Package.

Matthew McGrath over 2 years ago in Documents / UX/UI 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 about 5 years ago in Documents / Document Automation 2 Open for voting

10 VOTE

Send generated documents to the Document Queue as Files instead of attachments

When a document is sent to the queue, it is sent as an attachment instead of a file. Our process is automated through an outbound message so when a generated document goes over the 5MB attachment size limit, the outbound message errors out and no ...

Guest almost 7 years ago in Documents / DDP Management and Creation 0 Open for voting

3 VOTE

Fix the Button wizard to support the Other Object list for Orgs with extensive amount of Objects

The Button Wizard does not load past a certain number/ letter when Orgs with a large amount of objects try to use it. The current work around is to create a button in the backend of salesforce and use the parameters from the documentation.

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

3 VOTE

Column Replication

There is Row Replication feature, but a feature for direct column replication would be great. Currently, the only solution for Column Replication is Excel As Middleware.

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

7 VOTE

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

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