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DocGen for Salesforce

Find out what's new in Nintex DocGen for Salesforce customer content, including the latest updates, releases, and retired resources.

  • 10 Topics
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10 Topics
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Nintex Employee
Nintex_AmyNintex Employee
published in DocGen for Salesforce
Updated How-to Article: Switching to OAuth Admin Consent for DocuSign Legacy Integrations

📢 Hi! Great news! 💃🏽🕺🏾I just updated a comprehensive article that guides organizations through switching to OAuth Admin Consent for DocuSign Legacy Integrations. It also includes the requirements and a step-by-step process to make the switch.  🚀Switching to OAuth Admin Consent for DocuSign Legacy Integrations This article includes:Upgrade process for Nintex DocGen for Salesforce.Review of needed DocuSign settings.Integration setup in Nintex DocGen for Salesforce Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nintex How-To Center. 

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Nintex Employee
2 months ago
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Nintex Employee
Nintex_AmyNintex Employee
published in DocGen for Salesforce
New How-to Article: Switching to OAuth Individual Consent for DocuSign Legacy Integrations

 📢 Hi! Great news! 💃🏽🕺🏾I just published a comprehensive article that guides admin users through switching to OAuth Individual Consent for DocuSign Legacy Integrations. It also includes the requirements, as well as a step-by-step process to make the switch. Plus, you’ll see exactly what the process looks like for end users once the integration is live!  🚀Switching to OAuth Individual Consent for DocuSign Legacy Integrations Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nintex How-To Center.  

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Nintex Employee
3 months ago
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Nintex Employee
Nintex_AmyNintex Employee
published in DocGen for Salesforce
Now Content DocGen for Salesforce: Switching to OAuth Admin Consent for DocuSign Legacy Integrations

We have published a new How-to video for users switching to OAuth Admin Consent with DocuSign Legacy integrations. This video covers the upgrade process for Nintex DocGen for Salesforce, reviews the needed DocuSign setup, and finishes with switching the integration in DocGen for Salesforce. Switching to OAuth Admin Consent for DocuSign Legacy IntegrationsWe hope you find this video helpful in switching your authentication settings in Nintex DocGen for Salesforce. Your feedback is invaluable to us. Please let us know through our feedback portal if you have any suggestions or comments, leave feedback here.

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Nintex Employee
4 months ago
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Nintex Employee
Nintex_AmyNintex Employee
published in DocGen for Salesforce
Updated Nintex DocGen for Salesforce Installation Video: Now Includes Upgrade ProcessNews

 Updated Installation Video: Now Includes Upgrade Process We have exciting news! Our new installation video for Nintex DocGen®️ for Salesforce now includes a comprehensive guide to upgrading your existing installation. This updated video will walk you through every step, ensuring a smooth transition to the latest version while maintaining your current settings and customizations.This video is a must-watch if you want to seamlessly upgrade and install Nintex DocGen for Salesforce. We’ve detailed every aspect to prevent any hiccups and streamline your experience.The upgrade and install process follow the same steps. Upgrading will not overwrite your current DocGen for SalesforceThese steps will facilitate a hassle-free upgrade and installation of Nintex DocGen for Salesforce. Watch the updated video below:Install or upgrade Nintex DocGen for Salesforce Additional InformationNintex Help: Install, upgrade, or purchase Nintex DocGen for SalesforceWe hope you find this video helpful in upgra

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Nintex Employee
5 months ago
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Nintex Employee
Nintex_AmyNintex Employee
published in DocGen for Salesforce
New How-To Article: Integrate Nintex DocGen for Salesforce with DocuSign Apps LauncherNews

📢 Hi! Great news! 💃🏽🕺🏾I just published a comprehensive article that guides users through setting up the new DocuSign Apps Launcher. The article includes the requirements, as well as a step-by-step process for installing the DocuSign Apps Launcher and integrating it with Nintex DocGen for Salesforce. Additionally, there are videos demonstrating how to create a new DocuSign delivery method, explaining recipient tags, and providing instructions on how to tag a document and build a custom tag. Another video covers the process of converting an existing DocuSign Legacy delivery method to a DocuSign delivery method. This may be a nice way to accelerate moving to our newest Docusign integration. 🚀Integrate Nintex DocGen for Salesforce with DocuSign Apps Launcher Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nintex How-

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Nintex Employee
6 months ago
Nintex_Sam
Nintex Employee
Nintex_SamNintex Employee
published in DocGen for Salesforce
Exam Updates: DocGen for SalesforceNews

The Nintex University DocGen for Salesforce certification exams:Certification: Nintex Document Generation Practitioner - Nintex DocGen for Salesforce Certification: Nintex Document Generation Expert - Nintex DocGen for Salesforcehave been updated with the following:Corrected an issue where the LMS omitted Field Tagger text surrounded by < < and > >. Corrected LMS issues with incorrectly marked answers. Corrected several confusing questions and answers. Adjusted exam time to 60 minutes (10-minute warning) and question count to 30. General editorial and style updates.If you were already in progress on this exam or had enrolled - but not started - your enrollment has been switched to this new version of the exam. If you’ve previously completed the exam, there’s nothing for you to do now.Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, N

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Nintex_Sam
Nintex Employee
7 months ago
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Nintex Employee
Nintex_AmyNintex Employee
published in DocGen for Salesforce
New DocGen for Salesforce How-To Article: Install DocGen for SalesforceNews

Hi! 🖐🏼 I have published a new DocGen for Salesforce how-to article. I hope you find it helpful. Thank you for checking it out. This video is also great for upgrades, as it offers a detailed walkthrough for installing Nintex DocGen for Salesforce.How-To: Install DocGen for SalesforceHave you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nintex How-To Center.

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Nintex Employee
7 months ago
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Nintex Employee
Nintex_AmyNintex Employee
published in DocGen for Salesforce
New DocGen for Salesforce How-To Article: Write Nintex eSign data back to SalesforceNews

📣 Hi! I have published a new DocGen for Salesforce how-to article. I hope you find it helpful. Thank you for checking it out.  How-To : Write Nintex eSign data back to Salesforce Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nintex How-To Center.

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Nintex Employee
7 months ago
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Nintex Employee
Nintex_AmyNintex Employee
published in DocGen for Salesforce
How-To update: Add a PDF stamp to an output document (DocGen for Salesforce)News

The Nintex How-To Center article Add a PDF stamp to an output document has been updated with the following:Added updated video content. General editorial and style updates.Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nintex How-To Center.

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Nintex Employee
10 months ago
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Nintex Employee
Nintex_AmyNintex Employee
published in DocGen for Salesforce
How-To update: Grant login access to Nintex Support (DocGen for Salesforce)News

The Nintex How-To Center article Grant login access to Nintex Support has been updated with the following:Added updated video content. General editorial and style updates.Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nintex How-To Center.

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Nintex Employee
10 months ago
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