Template Names Not Updating

  • 9 April 2021
  • 1 reply
  • 6 views

I am updating the names of the template documents in the package editor but when I go to generate the package off of my opportunity, each template's name has not changed. Is there a delay in the editing or do I need to update?

 

Ex. in the package editor in Nintex Drawloop template title = Agreement and Disclosure MAIL

But when I go to generate the documents, it still says the old name = Agreement/DISC, MAILED- RESI


1 reply

Userlevel 5
Badge +13

@ecampbell What option are you using for the merge type on the delivery? The output name will also be set there depending on the configuration.

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