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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.
Guest about 2 years ago in Document Automation 0 Open for voting

Integration and Delivery for DropBox Sign

Integration and Delivery for DropBox Sign for DocGen for Salesforce
Guest about 1 year ago in 3rd Party Integration 0 Open for voting

Integration and Delivery for BoxSign

Integration and Delivery for BoxSign from Nintex DocGen for Salesforce
Guest about 1 year ago in 3rd Party Integration 0 Open for voting

Require an attribute that could be reported on or tracked which captures the number of pages of pdf which Nintex renders in a given batch

Require an attribute that could be reported on or tracked which captures the number of pages of pdf which Nintex renders in a given batch. The general benefit to this is having an attribute that can be used to help keep track of how many pages the...
Guest about 3 years ago in Setup and Configuration 0 Open for voting

How to select Contact while sending the email for Person Account

We are using person accounts and we need to generate documents and send the emails to person account's email address. But I dont see any contact get populated on the screen because its a Person Account.
Guest about 3 years ago in Document Automation 0 Open for voting

Support TEXTJOIN function in Excel as Middleware

Support the TEXTJOIN function in Excel so writing formulas is less work. Make work less work....? Formula using TEXTJOIN: =TEXTJOIN(“, “,TRUE,I17:I26) Formula without TEXTJOIN: =IF(L17=“”,“”,L17)&IF(L18=“”,“”,CONCATENATE(“, “&L18))&...
Guest almost 5 years ago in Setup and Configuration 0 Open for voting

Edit Email Body in Lightning Component

When using the Classic version (VisualForce page) I am able to edit the body of the email generated using Word to Email template functionality. We need this in the DocGen Lightning Component.
Guest over 1 year ago in Lightning Experience 0 Open for voting

Dynamically controlling the Field codes conversion to text

In the Docgen template, we have Field codes to dynamically render the text in the Document. we have scenarios where we might wanna download the doc in a word format, rather than a PDF. To ensure that a user can update the doc, we convert the field...
Guest over 3 years ago in Document Automation 0 Open for voting

Option for filtering the list of Contacts

On the Run DDP page, I would like to see only the primary contact(s), not all the contacts that are related to an Account.
Guest almost 2 years ago in Setup and Configuration 0 Open for voting

Job Status queue can be accessed by Non System admins with DocGen Admin Permission Set

Job Status Page is not accessible for DocGen Admins
Guest over 2 years ago in  0