If you are using the Component Library feature in Nintex Drawloop Doc Gen and experiencing formatting issues it may be due to copy and pasting text into the Component. It is not recommended to copy and paste text directly into the rich text field because it may carry over...
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...
Supported File Types in Nintex Drawloop Doc Gen
Word: doc docx Excel: xls xlsx xlsm PowerPoint: ppt pptx Other: PDF CSV txt bmp gif jpg jpeg png tiff css rtf xml htm html Not Supported: mdi pub wpd vsd...
How long do I have to re-upload my document when using Pause-to-Edit?
You have 15 minutes to re-upload the document. After 15 minutes, the Choose File button will time out and you will have to re-run the Doc Package....
Using Macros with Nintex Doc Gen
Nintex Doc Gen does not support macros running on their servers. However, Nintex Doc Gen does support using templates containing macros if they are not set to trigger when the document is opened. The workaround is to manually run the macros after the document is generated with your Salesforce data OR...
Nintex Drawloop: 5 Awesome Features (Part 2)
Advanced Optional Documents Automatically include or exclude a document based on a field value. Making work less work… Sort with Previous Allow the user generating the document to change the order of the documents. Can you imagine how useful this is if you are generating PowerPoint slides? Amazing. Pause...
Nintex Drawloop: 5 Awesome Features (Part 1)
Button Wizard Easily create customized buttons to trigger the document generation process. No need to spend hours trying to figure out button parameters and perfect syntax! DocGen Queue Send multiple files (Word, Excel, PPT, PDF) to the DocGen Queue and quickly bundle them into a single document. This is...
Nintex Drawloop Error: a request was made without prior authorization
Error An error has occurred: a request was made without prior authorization. Please have your administrator reauthorize the document generation app. (AuthInvalid) What is the problem? A system administrators credentials are no longer stored in the DocGen Admin tab for Nintex Drawloop to use in order to run the...
Troubleshooting: Why can my user manually run a Doc Package but not via workflow?
Problem: Your user is able to manually run a Document Package via button click but unable to run a Document Package via workflow (automated document package). Solution: Typically this occurs when there is a permissions issue. Navigate to the Profile for the user(s) experiencing this issue and ensure you...
Attach back to record when using a Scheduled Report Document Package
Problem: The Sales Manager of XYZ Consulting currently uses Nintex Drawloop Document Generation to generate a monthly sales report for each active Account in Salesforce. Each generated report is then emailed to the Account Owner. They would like to keep an archive of these reports on the Account record...