Topic
Sending a DocGen Package with Nintex eSign? Do you want the file to come back to Salesforce with an updated name? The following is a guide on how to achieve this dynamically.
Instructions
Lets start in your Nintex AssureSign Portal
Click on View templates (simple setup)
Click on Edit next to the template you want to use
Click on the Document Manager button
Click on the three dots – then click on Edit
Enter [Document Name] in the Document Name field
Click Save Document
Back on the Edit Template screen Click on Edit sender input
Click on Create Sender input
In the Name field enter Document Name (If you always want to have data here make this required)
Click on Save sender input
Click Close
Navigate to your DocGen package and create a delivery option
Click on Electronic Signature
Click on Nintex eSign
Give your Delivery Option a name (ex: eSign)
Select your Nintex eSign Account from the drop-down
Click on the *Nintex eSign Template drop-down and select the template you want to use from your eSign account.
Configure your Signer Details
Click Save
Take a look at your Nintex eSign as a Delivery Method
You will now see a field under Sender Inputs labeled ‘Document Name’
You can update this field with <<tags>> from the DocGen Field Tagger
Click Save
When you generate this DocGen Package with the eSign delivery option it gets sent to the specified Signer(s).
Once the Signer(s) have completed signing and the file is returned to Salesforce the file name will have been dynamically updated with the data pulled in by the <<tags>> specified.
Additional Information
Please note that this is only one option to obtain this outcome. There could be another way to achieve this outcome. You will need to determine the best option for your use case. In our opinion, this is the most manageable option.