Lightning Fast Document Generation with Nintex’s New LEDD!

What is Project LEDD?

Project LEDD is a secret initiative that the genius team at Nintex has been working on recently. LEDD stands for ‘Lightning Experience DocGen Designer’ and just like the name states, you can now create DocGen Packages using Nintex’s new UI for Salesforce Lightning!

You’ll still be required to configure the same information for your DocGen Package: Data, Documents, and Delivery; and once complete, you will be able to test your DocGen Package. So, what’s different? The entire interface has been updated, verbiage has been changed to be able to better understand what features are available, and some hidden features are now automatically visible. Overall, the DocGen Package creation process should be faster and easier which will allow you to focus on business rather than documents.

Let’s take a look…


DocGen Package Details
Under the Data tab, you will see the same required information as previously: Name, Type, and Starting Object of the DocGen Package. You can also configure which users are able to generate the document under the Visibility section.

Once you’ve entered that basic information you will move down to the Relationship section. Nintex has updated this section to display standard relationships that come out of the box in Salesforce (think Opportunities and Opportunity Products). The best bit, there is now a visual graph of your data model. No more playing connect-the-dots while trying to figure out your relationships!


Select Template
You can use the same templates, stored in the same location as always.

Template Options
Rather than clicking a gear, once you upload a template to the DocGen Package you will be presented with different configuration options. Should this template file always be included? Which pages should merge into the generated document? And so on…


When configuring your Delivery method, you’ll now be able to disable ‘Convert Word Fields to Text’. This is particularly useful when troubleshooting IF statement used in Word templates. Insert-Updates are now renamed to ‘Create/Edit Records’ so it is easier for users to understand it’s purpose, and PDF Stamps are coming soon to this UI!

DocGen Package Steps & Test DocGen Package

DocGen Package Steps
As you are building your DocGen Package, you’ll notice the component on the right-hand side guides you to ensure you have configured your Data, Documents, and a Delivery method. As you complete each aspect of the package, these sections will be marked with a green checkbox.

Test DocGen Package
Once you’ve configured all aspects of the DocGen Package, the DocGen Package Steps component will update to the Test DocGen Package component. You can easily test your DocGen Package without leaving the page!

Hands On Tutorial

Note: We recommend using the tutorial below in full-screen mode.

Step 1: The first step is to open the DocGen Packages tab and click New

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Step 2: Click Name

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Step 3: Type Invoice in Name

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Step 4: Click the Starting Object drop-down menu

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Step 5: Select Opportunity

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Step 6: Click the Type drop-down menu

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Step 7: Select Invoice

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Step 8: Click Save

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Step 9: Click the down arrow on the Visibility section

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Step 10: Click Add Visibility

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Step 11: Click the Assign Visibility drop-down menu

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Step 12: Select Profiles

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Step 13: Click Standard User

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Step 14: Click Save

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Step 15: Click the down arrow on Opportunity under the Relationships from Opportunity section

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Step 16: Click Add Child +

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Step 17: Click the Object drop-down menu

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Step 18: Select Opportunity Product

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Step 19: Click the Related By drop-down menu

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Step 20: Select Opportunity ID

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Step 21: Click the Repeat By drop-down menu

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Step 22: Select Row

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Step 23: Click Delete Table

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Step 24: Click Alias

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Step 25: Type test in Alias

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Step 26: Click Save

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Step 27: Click Documents

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Step 28: Click Salesforce Documents

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Step 29: Click DocGen Files

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Step 30: Select your File

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Step 31: Click Select

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Step 32: Click Microsoft Excel as Middleware

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Step 33: Click Delivery

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Step 34: Click Add Delivery Option

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Step 35: Click Download

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Step 36: Type Download PDF & Word File in Delivery Option Name

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Step 37: Click Single PDF

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Step 38: Select Single PDF and Same as Original

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Step 39: Click Track Changes in Word Doc

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Step 40: Click Save

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Step 41: Click Irvine World Bank

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Step 42: Click Duke Thompson

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Step 43: Click Download PDF & Word File

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Step 44: Click Run DocGen Package

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Here’s an interactive tutorial for the visual learners—Sept-18

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