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Report on DocGen Templates included in each generation

Have a Tag for all the included Templates of a DocGen run either (Alway, Conditional,and Optional Selected) This already exists for Attachments <<attchids>> /<<attachnames>>

Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting

1 VOTE

Add Date Format, MM-YYYY, as an option in Field Tagger

In Field Tagger, there are several Date formats to choose from but we need the format, MM-YYYY. Unfortunately, this is not available and we are hoping this is added in the future.

Guest 6 months ago in Documents / DDP Management and Creation 0 Open for voting

1 VOTE

Update the Percent Field Tagger to not have a space between number and percent symbol

Update the Percent Field Tagger to not have a space between number and percent symbol to match the Salesforce interface. 70% vs 70 %

Brent Byhre 6 months ago in Documents / DDP Management and Creation 0 Open for voting

1 VOTE

Send Outbound Message Failure Email Notifications to One User

Outbound Message Failure Email Notifications currently go to the below three Users: User to Send as Owner of the DocGen Package record Integration User in the Nintex Admin tab Can we create a way that this failure notification only gets sent to on...

Chantelle Garcia 6 months ago in Documents / Document Automation 0 Open for voting

2 VOTE

Add Last Calendar Year and Academic year values under generic fields on Field Tagger

No description provided

Guest about 1 year ago in Documents / UX/UI 0 Open for voting

3 VOTE

Batch Document Generation

Document Generation needs to have the ability to create documents in a batch job. For example create multiple single documents based on a collection of data and have the ability to split by a unique value. User case scenario. I have a SharePoint l...

Andy Emery over 1 year ago in Documents / Document Automation 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 about 6 years ago in Documents / Lightning Experience 1 Open for voting

2 VOTE

Support SMTP with MFA security

Support SMTP integration with MFA security for external services

Brent Byhre about 1 year ago in Documents / 3rd Party Integration 1 Open for voting

6 VOTE

Allow Drawloop Access to be given to the Permission Set Group Level.

Currently The access is only available for Profiles, Role, Permission Set and Group.We would like to request you to add access to the Permission Set Group as well.

Guest over 3 years ago in Documents / Setup and Configuration 0 Open for voting

15 VOTE

Perform direct download to computer without extra clicks

When we request "Download" we expected that the document would download. Instead, we get a cute but not very useful icon in the middle of the screen, and we have to click on it to download the PDF. Can we get Drawloop to download directly, as Cong...

Guest over 8 years ago in Documents / Document Automation 1 Planned

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