Nintex DocGen and Nintex DocGen for Salesforce

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Support for MS Office Smart Shapes / Smart Art

When Merging, Replicating, or Converting to PDF an error occurs due to Smart Shapes. Currently, taking a screen capture of the Smart Shape and using an image is the only alternative.

Brent Byhre 7 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 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 over 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 0 Open for voting

5 VOTE

Support for Lightning Email Templates

In Lightning Experience, when selecting an email template to use with the DocGen package, only classic email templates are supported currently. I'd like to switch my org over to using lightning email templates, but can't yet because we rely on the...

Guest over 3 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 0 Open for voting

1 VOTE

Password protect for docs

No description provided

Guest 9 months ago in Nintex DocGen and Nintex DocGen for Salesforce 0 Open for voting

3 VOTE

Conditionally hide text

This applies to Doc Gen for Salesforce and Doc Gen for Automation Cloud. There are many instances where text could be conditionally hidden e.g. a special clause in a contract or if the field we are referencing is null e.g. a missing suburb in an a...

Chris Ben about 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 1 Open for voting

4 VOTE

Use Excel as Middleware to export to Excel or CSV file

It would be great if we could use Excel as Middleware to output to another Excel or .csv file. Currently the only options are Word and PowerPoint. My deliverables are .csv

Guest almost 3 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 0 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 9 months ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 0 Open for voting

2 VOTE

search for org wide email addresses

We need the option to manually add a from email address in emails when generating document and sending an email.

Guest over 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce 1 Open for voting

2 VOTE

find if a field is tagged in Drawloop files

We are looking to deprecate some fields from Salesforce and want to check if those fields are tagged in any of the Drawloop files. It will be nice to have an easier way to do this than going over each document.

Guest over 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce 0 Open for voting

5 VOTE

Allow for user authentication with High Assurance in Saleforce.

Starting Feb 1, 2021 Salesforce will begin requiring customers to enable MFA in order to access Salesforce products so the workaround of disabling will be an option.

Guest about 4 years ago in Nintex DocGen and Nintex DocGen for Salesforce / UX/UI 3 Open for voting

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