Nintex DocGen and Nintex DocGen for Salesforce

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Guest 6 months ago in Nintex DocGen and Nintex DocGen for Salesforce 0 Open for voting

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 about 3 years ago in Nintex DocGen and Nintex DocGen for Salesforce / 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 5 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 1 Open for voting

1 VOTE

Support Optional Document Tags in LEDD

Optional Document Tags to see if an optional document is included or ommitted are not found in the LEDD field tagger, only the Classic field tagger.

Brent Byhre 7 months ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 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 over 3 years ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 0 Open for voting

7 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 almost 4 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 2 Open for voting

2 VOTE

DocGen Forms for Lightning Components

It would be awesome if there was a way for the docgen forms to be available for lightning components. We currently are trying to use a lightning component with an Iframe to display the visualforce page. We stuggle to use forms because we need to b...

Guest about 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 0 Open for voting

11 VOTE

Preview document in browser

Our customer who are using drawloop are seeking for document preview feature. They want to user to stick its current window and view the document which is generated. once user check that document is generated fine then user click on continue to mo...

Guest about 6 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 1 Under Review

14 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 Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 1 Planned

1 VOTE

edit templates with pause to edit feature without downloading

When pause to edit option is checked on templates, users need to download the template, make edits and then upload the doc again to generate a final document. From the user/agent point of view this is not a user friendly experience and they consid...

Rakesh Amradi 7 months ago in Nintex DocGen and Nintex DocGen for Salesforce / UX/UI 0 Open for voting

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