Nintex Ideas

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    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 2 years ago in Documents 0 Open for voting

    Version history for uploaded documents

    After uploading a template it would be great if we could see or access historic versions of the template, and have the option to restore a previous version. I've worked in other tools that have that capability, and it's been a life saver to be abl...
    Guest over 2 years ago in Documents / UX/UI 0 Open for voting

    Support Salesforce Display Hierarchy Structure and Hierarchy field

    Salesforce Account object uses ParentId to create a Hierarchy display interface in Salesforce. - Currently, an additional lookup field is required to link all sub Accounts to the Main account for a DocGen hierarchy relationship to work as desired.
    Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting

    Route eSign Envelopes to the selected Sub Account for Shared eSign Templates

    In DocGen for Salesforce + eSign Delivery - When a eSign Template has been Shared to a Sub Account, The Envelope creation is still created in the eSign Parent Account. Currently, the only way to ensure an Envelope is created in Sub Account is to E...
    Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting

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

    Add search function for the field tagger

    Data sources can have hundreds of fields. It would be great to have a search function within the field tagger in both DocGen for Salesforce and DocGen for AC. It would operate similar to how the variable search works in AC.
    Chris Ben almost 3 years ago in Documents / Document Automation 0 Open for voting

    Password protect for docs

    No description provided
    Joshua Commins over 1 year ago in Documents 0 Open for voting

    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 over 1 year ago in Documents / DDP Management and Creation 0 Open for voting

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

    Support Nintex eSign Envelope Creation for Salesforce Gov. Cloud

    Currently, DocGen+eSign+Salesforce Gov. Cloud Environments can Send eSign Envelopes out for signature using DocGen, but nintex can not create the Envelope record or write back any data to Salesforce.
    Brent Byhre over 1 year ago in Documents / Setup and Configuration 0 Open for voting