MassLOOP Documents and Send Through DocuSign via Dynamic Name Email

Problem:

You are trying to use Nintex Doc Gen’s MassLOOP feature to generate multiple documents and send through DocuSign using Dynamic Name Email. And it just isn’t working… That’s because it’s not supported. Now what? Read below for the work around.

Solution:

The great thing about Nintex Doc Gen is there is almost always a viable workaround. Automated Doc Packages (triggered via workflow) do support sending the generated documents with dynamic name email. Instead of using MassLOOP, configure the Doc Package to send via workflow, then perform a mass update to the records to change a field and trigger the document generation process.

4x Certified Salesforce Administrator. Nintex Drawloop Expert.