8 - Nintex DocGen™ for Salesforce (formerly Drawloop)

This is an open user-forum, giving you the opportunity to submit new ideas and feedback for Nintex Document Generation for Salesforce (formerly Drawloop). It gives us direct user insight on our product, existing features, and may even influence future product releases. Your feedback is highly valued!

- The Nintex Team

How can we improve Nintex DocGen for Salesforce (formerly Drawloop)

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  1. Send generated documents to the Document Queue as Files instead of attachments

    When a document is sent to the queue, it is sent as an attachment instead of a file. Our process is automated through an outbound message so when a generated document goes over the 5MB attachment size limit, the outbound message errors out and no document is produced.

    If the generated document was sent to the queue as a file, we would be able to produce documents up to 2GB in size.

    6 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  2. Lightning Button in DocGen Queue to sort multi-file output from a single MassGen run consistently

    When a single DocGen package outputs a letter and its corresponding outer envelope, these need to be sorted consistently so that they can be handled efficiently in mailing. Currently this is only possible using a One Click Javascript button (code attached from Nintex Support), which is unavailable in Lightning.

    9 votes
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    0 comments  ·  UX/UI  ·  Flag idea as inappropriate…  ·  Admin →
  3. Ability to attach Files from Desktop to Email delivery with multiple attachments

    When having multiple attachments come through in an Email delivery, the ability to attach files from your desktop is not existent. Today if an email is generated via a delivery option and it has multiple attachments you can only add additional attachments from Salesforce Documents

    9 votes
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    1 comment  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
  4. Ability to Bullet Lists in Components/Component Groups

    We often use Bullets in our formatting and other HTML type improvements for our emails and letter templates. We are somewhat limited when using Component and Component Groups due to these restrictions.

    Line spacing is also not as ideal as preferred.

    1 vote
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  5. Send email notification when delivery via FTP or SFTP

    Add ability to send an email notification when delivering a document by FTP or SFTP. The email notification should not contain the document attached. This should be fore manual DDPs and for automated/scheduled DDPs

    3 votes
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    0 comments  ·  Document Automation  ·  Flag idea as inappropriate…  ·  Admin →
  6. Show the email address for the recipient in DocGen package Email delivery option

    When using Email as delivery option, the 'To' only displays the name of the Contact selected. Suggest that it also displays the email address to allow a final confirmation that the contact has an email address/it's a correct address. My client has a BCC set so the email always sends successfully (because the User is BCC'd) and there is no alert to suggest that the Contact may not have received the email.

    1 vote
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    0 comments  ·  UX/UI  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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 and paste in Additional To field. Also, in lightning BCC field is blank it should populate with users email like in classic

    3 votes
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    0 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
  8. Lightning Console Compatability

    There is no way to use the lightning console navigation with DocGen without using the lightning component. The lightning component for DocGen cannot sort files, but going through the button allows it. Salesforce does NOT allow javascript buttons on lightning. Please upgrade this feature as it's been neglected since the release of lightning console navigation.

    1 vote
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    0 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
  9. Pause to Edit feature in lightning component

    Pause to Edit feature in Lightning component is not compatible. Currently, we need to go to Classic to generate a document and edit before sending it. Or, generate a button with Pause to Edit functionality which will transfer you to a different page. Very timely workarounds.

    7 votes
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    planned  ·  0 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
  10. Console app navigation

    After sending email through email delivery option, it should redirect the origin record tab/sub-tab in the Console app.

    3 votes
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    0 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
  11. Field Tagger option to display tags in ALL CAPS.

    Would like the ability to have the field tagger display tags in ALL CAPS for insurance/financial use cases where the generated document should have applicants info in ALL CAPS. Currently have to go into Fonts and set ALL CAPS on tags.

    1 vote
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  12. Option to merge an object's attachments seperate from templates

    I have a DDP that needs an excel template, and multiple files pulled from an object. This is not an issue, however, there is no way to have the excel template to be its own file and have a merged PDF of multiple files on an object record. It's only possible to either merge everything into a PDF output, or have the output use the originals and a combined PDF.

    My proposed solution to this problem is to add a "Template Output Type" selection field in the template's options, the same as the "Document Output Type" picklist in the delivery…

    3 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  13. dynamically include templates

    Add multiple filter criteria to dynamically include template files to Salesforce-DDP application for document generation.
    Currently, only a single criteria for fetching the templates during RunDDP is available. It will be really useful when multiple criteria can be set up for template selection. This feature can reduce multiple document creation for the same object and process flow.

    21 votes
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    Open for voting  ·  0 comments  ·  Documentation  ·  Flag idea as inappropriate…  ·  Admin →
  14. doc queue buttons not working in Lightning

    None of the doc queue buttons work in Salesforce Lightning. All the Doc Queue buttons like the Download1PDF and few other custom buttons created using the button wizard still using the One Click Java script which is not at all an option in the Lightning. These need to be changed to support in Lightning.

    17 votes
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    0 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
  15. Use Files instead of Documents

    Files offers features like previews and version control, while Documents does not. I suggest switching so that we can take advantage of such features.

    16 votes
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    1 comment  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  16. allow tables in component groups

    I am using drawloop to create quotes and i would like to have different tables based on criteria. For instance, we have a checkbox on the quote to show the discount on the quote or not. It would be great to use component groups to have a different table with or without the discount column based on the selection of this checkbox.

    22 votes
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    0 comments  ·  Component Library  ·  Flag idea as inappropriate…  ·  Admin →
  17. Discontinue use of Flash in template organizer

    Flash Player is fraught with security risks, and not everyone has it enabled in their browser. Please move to some other kind of template management component.

    10 votes
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    planned  ·  0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  18. Where a formula text field has internal carriage returns, i.e. the user has entered something like

    Where a formula text field has internal carriage returns, i.e. the user has entered
    line 1
    line 2
    line 3
    a DDP currently renders that at line 1 line 2 line 3

    Salesforce respects the internal breaks and it would be better if a DDP did the same.

    This has become an issue for us where the formula field contains an address with multiple lines. Having all the lines flow into one means that we cannot produce a properly formatted address on a letter.

    5 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
  19. Email Delivery landing page should be lightning instead of classic

    The lightning version of app automatically switch to classic version when generating document with Email delivery option.

    4 votes
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    0 comments  ·  Lightning Experience  ·  Flag idea as inappropriate…  ·  Admin →
  20. allow preview of mass document packages

    We use the mass document feature to send multiple certificates of completion. We would like to ensure that the document looks correct before sending (i.e. that a long name hasn't forced text to overflow to a new page).

    6 votes
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    0 comments  ·  DDP Management and Creation  ·  Flag idea as inappropriate…  ·  Admin →
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8 - Nintex DocGen™ for Salesforce (formerly Drawloop)

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