Problem: The MassLOOP button requires you to specify a Contact Id for the &contactfield= parameter but Person Accounts leverage Account Ids rather than Contact Ids. Solution: If you are generating the document from the Person Account record, use PersonContactId .Example: &contactfield=PersonContactId If you are generating the document from a custom object, reference the...
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...
MassLOOP: Automatically Set Email Notification Preference
Overview: Each time you run a MassLOOP in Drawloop Document Generation you will automatically receive email notifications that the process has: Began Completed Encountered an error for one or more records Many users prefer to customize this setting to only receive an email notification when an error is received or when the...