Reformat dates and and numbers when using a Word template using the switch formulas below. To insert a formula: Ctrl+F9To update a formula: F9To toggle all formulas: Alt+F9*Personally, I’ve always preferred to update any formula changes by right-clicking and selecting ‘Update Field’. Description SFDC Value Ideal Format Switch Social...
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...
Draftable: Free & Easy Online Document Comparison Tool
Draftable is a free online tool that allows you to upload two documents and quickly compare them. The supported file types are Word, Excel, PowerPoint, and PDF. To check out Draftable, click here!...
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...
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...