Migrate DocGen Packages with Button Clicks

What Is It? The migration wizard makes the administration process so damn easy in Nintex Drawloop Document Generation. It allows DocGen Admins to quickly and easily migrate existing DocGen Packages from one Salesforce org to another with just a few clicks of a button. Benefits: Easily migrate DocGen Packages...

Use SMTP Email for Chatter Free Licenses

Since Chatter free licenses do not have access to the Contact object, they are unable to send Salesforce emails. However, Chatter free licenses do have access to custom objects. If you are trying to generate a document from a custom object and send to a Contact’s email address, use...

How to Configure Salesforce Report Date Filters in DocGen Packages

Rather than using “pv0=” to set a Salesforce report filter dynamically with Nintex Drawloop Dcoument Generation, you will need to use  &quarter_q=custom which will set the date range of the report to custom. You will then need to use&coldt_s=01/01/2018  and &coldt_e=01/02/2018 to set the start and end date of the Salesforce report filter....

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