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…

Data

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.

Relationships
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!

Documents

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…

Delivery

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

Step 1 image

Step 2: Click Name

Step 2 image

Step 3: Type Invoice in Name

Step 3 image

Step 4: Click the Starting Object drop-down menu

Step 4 image

Step 5: Select Opportunity

Step 5 image

Step 6: Click the Type drop-down menu

Step 6 image

Step 7: Select Invoice

Step 7 image

Step 8: Click Save

Step 8 image

Step 9: Click the down arrow on the Visibility section

Step 9 image

Step 10: Click Add Visibility

Step 10 image

Step 11: Click the Assign Visibility drop-down menu

Step 11 image

Step 12: Select Profiles

Step 12 image

Step 13: Click Standard User

Step 13 image

Step 14: Click Save

Step 14 image

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

Step 15 image

Step 16: Click Add Child +

Step 16 image

Step 17: Click the Object drop-down menu

Step 17 image

Step 18: Select Opportunity Product

Step 18 image

Step 19: Click the Related By drop-down menu

Step 19 image

Step 20: Select Opportunity ID

Step 20 image

Step 21: Click the Repeat By drop-down menu

Step 21 image

Step 22: Select Row

Step 22 image

Step 23: Click Delete Table

Step 23 image

Step 24: Click Alias

Step 24 image

Step 25: Type test in Alias

Step 25 image

Step 26: Click Save

Step 26 image

Step 27: Click Documents

Step 27 image

Step 28: Click Salesforce Documents

Step 28 image

Step 29: Click DocGen Files

Step 29 image

Step 30: Select your File

Step 30 image

Step 31: Click Select

Step 31 image

Step 32: Click Microsoft Excel as Middleware

Step 32 image

Step 33: Click Delivery

Step 33 image

Step 34: Click Add Delivery Option

Step 34 image

Step 35: Click Download

Step 35 image

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

Step 36 image

Step 37: Click Single PDF

Step 37 image

Step 38: Select Single PDF and Same as Original

Step 38 image

Step 39: Click Track Changes in Word Doc

Step 39 image

Step 40: Click Save

Step 40 image

Step 41: Click Irvine World Bank

Step 41 image

Step 42: Click Duke Thompson

Step 42 image

Step 43: Click Download PDF & Word File

Step 43 image

Step 44: Click Run DocGen Package

Step 44 image

Here’s an interactive tutorial for the visual learners

https://www.iorad.com/player/146937/Nintex-LEDD-Tutorial—Sept-18


Next step