Use the table below to identify which replication combinations you can use in your template file. REPLICATION TYPE FILE TYPE Row Word, PowerPoint, Excel Table Word, PowerPoint Section Word Table + Row Word, PowerPoint Section + Row Word Section + Table Word Section + Section Word Section + Table...
Font Issues in Nintex Drawloop Document Generation
Nintex Drawloop Document Generation supports most fonts. If you are generating a document and the font is not being maintained try the solution below: Open your document in Microsoft Word Navigate to ‘Tools’ then navigate to ‘Options’ Select ‘Word Options’ Click the ‘Save’ tab Ensure the ‘Embed fonts in...
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...
Configure Advanced Optional Documents with Multiple Criteria
Use Case: You’d like to configure a file to only be included in the document generation process if multiple criteria are met. For our example use case, we will only want to include the template file if the Client Type field value is ‘Prospect’ and the Industry field value...
FAQ: Scheduled Report DocGen Packages
Which timezone is used? When scheduling your Report DocGen Package, the timezone used is the timezone set for the browser of the person who clicks the “Activate” button. Who is the Generated By user? The user who clicks the ‘Authorize Nintex DocGen’ button in the DocGen Admin tab will...
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....
eSignLive & Nintex Drawloop: View Only Recipient
In order to create a DocGen Package with an eSignlive delivery option that has one recipient be a viewer only, you must remove the Sign Option for the recipient. The recipient will still be added to the eSignlive transaction, but since no signatures are required from them, they can just...
Regenerate Salesforce File Preview
Recently, I began to notice many File records in Salesforce no longer displayed the file preview. When troubleshooting templates for Nintex Drawloop, this became a huge problem. Below is the resolution I stumbled upon: Navigate to Setup Go to the search box and enter ‘Regenerate Previews’ Click on the…...
Use PDF Stamp for Easy Page Numbering
When your DocGen Package contains multiple Word templates with unique footers, adding page numbers can be time consuming. Save time by using the PDF Stamp feature to add page numbers throughout your generated document rather than editing each template file. Configuration: 1. Navigate to your DocGen Package. 2. Scroll...