Community Guidelines

Below, you can find a quick reference showing the new and previous product names. Previous Product Name New Product Name - Full New Product Name - Short Nintex Workflow Cloud Nintex Automation Cloud Nintex Automation Cloud K2 Five Nintex Automation Automation Kryon Process Discovery Nintex Process Discovery Process Discovery Nintex Promapp Nintex Process Manager Process Manager Nintex AssureSign Nintex eSign eSign Nintex Drawloop DocGen for Salesforce Nintex DocGen® for Salesforce DocGen for Salesforce Nintex DocGen Nintex DocGen® DocGen Nintex Kryon RPA Nintex RPA RPA Nintex Analytics Nintex Insights Insights Nintex for SharePoint Nintex for SharePoint Nintex for SharePoint Nintex for Office 365 Nintex for Office 365 Nintex for Office 365 K2 Cloud Nintex K2 Cloud K2 Cloud Nintex RPA (Foxtrot) Nintex RPA Legacy Edition (LE) RPA LE

To get the best experience in Nintex Community and participate in forum discussions, you’ll need to create an account and stay logged in. Use the instructions below to create your Nintex Community account: In the top-right corner of the Nintex Community home page, click Login. Your browser will refresh, taking you to the Nintex Community login and account creation page. Click the Sign Up tab. Enter the following: Email We do not approve accounts registered with generic or disposable email services (e.g., Gmail, Hotmail, Live, Outlook, iCloud, Yahoo, Mailinator, TempMail, 10MinuteMail, Guerrilla Mail). Password Your password must meet the following criteria: At least eight (8) characters in length. Contain at least three (3) of the following four (4) types of characters: Lower case letters (a-z) Upper case letters (A-Z) Numbers (0-9) Special characters (e.g., !@#$%^&* ) First Name Last Name Click Sign Up. Your browser will refresh, taking you to the Set username screen. Enter the follow

We want to give recognition to all our Nintex enthusiasts! You will earn badges for making contributions and participating on the community. There are 3 badge categories: Topic, Reply and Solution. Every time you reach the next level within a category, you will be awarded a badge. You will earn badges by creating valid topics, posting replies and having your replies to questions marked as the best answer. You might also receive a surprise badge along the way! You can view your earned badges by going to your profile page. You can access your profile page by clicking on your avatar in the top-right corner and selecting My profile. (Your avatar always appears at the top of every page on the Community.) To view a complete list of all the badges and their descriptions you can earn, please view the attachment below this article. Your Rank As you progress further on your journey, you will level-up and be awarded a higher rank as well! Your rank progression is as follows: GrandmasterPhenomenon

We love hearing from our users. Let us know what content is helpful to you, by marking it as helpful! What is Content helpfulness? You can indicate if you found community content helpful or not, by clicking on one of the emojis below an article or forum topic. Very satisfied Neutral Not satisfied After you voted for a topic or article, you will see a thank you message and will no longer be asked to vote. Once 5 votes have been submitted, you will be able to view the helpfulness score (= helpful votes/all votes*100) of that piece of content. Where is it shown? By default it will be shown below the opening post on all knowledge articles and topics that have a marked best answer.

If your question has been correctly answered by another user, mark the correct reply as the solution. You can do this by clicking on Best answer. If you resolved the issue yourself, add the solution as a reply to your topic, and mark it as the answer. The answer will be shown at the top directly below the question: It will also be marked with an Answer label on the original reply: This shows that this question has a valid answer. It might help somebody else with a similar issue!

Welcome to the Nintex Community! To get you up and running, We've compiled some handy tips and tricks below. Nintex Community is here to help you connect with other Nintex users, provide you with a forum to ask your questions, create discussions and help other users. Be sure to check out our extensive Knowledge Base to check if any of the technical articles can assist you. To register, please click Sign Up and enter your email address, a username, your name and surname. Please note we no longer accept GMAIL, HOTMAIL or YAHOO email accounts. For help registering, please read this article. The first thing to do after registering, is to update your profile. Have a look at your profile page or update your personal settings. Also find out how to update your notification settings and preferences. Are you looking for specific information? Use the search bar to find what you need. Learn more about how to ask a question on Nintex Community and How to create a great forum post. The Sitemap shows

Here are some quick tips to help you configure your Nintex Community profile page.n From your profile page, you can find: Your personal details A summary of your contributions Your community reputation The badges you have earned Your latest posts Your Activity, Followers and the users you Follow. Access your profile Your profile picture (if one has been selected) always appears at the top, right-hand corner of every page on Nintex Community.You can access your profile page by clicking on your profile picture and selecting My profile. Your browser will refresh and display your profile page, similar to the one show below. Community reputation Below your username, you'll see a progress bar representing your Community reputation. The more likes your content receives, the higher your progress bar will rise. This also helps you gauge the value of another user's reputation and contributions within the Community. Edit your profile To update your profile, access your profile page and click Edit

You can create a question or start a conversation in any Community forum. To begin, click on Ask a question in the top-right corner. When the form opens, you will have the option of asking a question or starting a conversation. What kind of topic are you creating? Question: Select ‘Question’ when you need a solution for your question or problem. You will have the choice to mark a “best answer” which marks the topic as solved and highlights its importance in search results. Conversation: Select Conversation when you want to share something and involve the Community in a discussion. As you start typing the title, similar posts will appear. These are matched by the title and tags, so here you can also see topics posted which may be similar to yours and could potentially answer your question. Title Create a topic title that summarizes your issue or question, so others can see what the post is about. A good title should (where applicable):- Include the activity or action - Include a unique

A subscription allows you to receive notifications and/or emails whenever a new topic is created in a forum, when a new knowledge article is published, or when somebody posts a reply to a specific topic. You can also follow your favorite contributors. Subscribe at Category Level To subscribe to a forum category (such as Community guidelines, or Automation On-Prem Cumulative Updates and Fix Packs), browse to that category and click on the Subscribe button. To unsubscribe, go to the category and select Unsubscribe. Subscribe to a topic By default, you will receive notifications to any topic you have contributed to. However, you might want to follow a topic without posting in it. In this case, click on the Subscribe option which can be found below all topics and articles. If you no longer want to be subscribed, simply go to the topic or article and click on Subscribe again. View and manage your topic Subscriptions Click on your avatar in the top-right corner to access the drop-down menu a

Did you search? Before starting a new topic, use search to check if a similar question has not already been asked. As you start typing your query into the search box, similar topics will appear. To view any of these articles, simply click on the title. You can view all the results or select to ask a new question. I found a similar topic, but the solution did not fix my problem If you found a topic similar to the question you have, but the best answer did not solve your problem, create a new topic by Asking a new question to the Community. You can add a link in your post to the topic you already found. Ask a question or start a conversation You can create a question or start a conversation in any Community category where you have access. To begin, click on Ask a question in the top right corner. This button will always be available in the top-right corner of the Community. When the form opens, you will have the option of asking a question or starting a conversation. What kind of topic a

Community Overview Forum RPA Process Discovery Process Manager Nintex Automation Cloud DocGen for Salesforce eSign Nintex Automation Automation On-Prem Cumulative Updates and Fix Packs Nintex for SharePoint K2 Cloud Nintex for Office 365 RPA LE Insights K2 blackpearl Nintex Apps Nintex Apps for Salesforce Skuid NLX, SFX and EXP Upgrade to Nintex Automation Cloud News and Guidelines News Community Guidelines Content Corner RPA Process Manager Nintex Automation Cloud Nintex Apps DocGen for Salesforce Nintex Automation K2 Nintex Solutions Nintex University Nintex Community Content Portal Archive Archive Knowledge Base Overview Technical articles RPA Process Discovery Process Manager Nintex Automation Cloud DocGen for Salesforce eSign Nintex Automation Nintex for SharePoint K2 Cloud Nintex for Office 365 RPA LE Insights K2 blackpearl Skuid How-To Center RPA Process Discovery Process Manager Nintex Automation Cloud DocGen for Salesforce eSign Nintex Automation Nintex for SharePoint Nintex S

Topic How to Create a case on Nintex Customer Central. Instructions Navigate and login to Nintex Customer Central. Select Create Case on the main dashboard or select Cases on the left side navigation menu. Select Create Case to display a new case form. Fill out the case form. Enter a Subject for the case. The subject field will predict any solutions relating to the case. You can click on the link to view the Knowledge Base articles or Help Documentation. Select a Platform from the dropdown menu. Select a Product from the dropdown menu. The dropdown menu will only populate if you select a platform. Select a Severity level from the dropdown menu, to flag the type of the case. Enter case details in the Description field. Remember to provide enough information. This will give the support engineer, assigned to the case, context to provide a solution or the required information. Keep other individuals informed by entering their email address in the Cc field. Attach files using the Add Files

In this video, we are going to explore navigation and learn more about the different ways and types of badges you can earn on Nintex Community. For more guidelines and information, see the following articles. Welcome to Nintex Community! - Nintex Community View your new badges and ranks! - Nintex Community

Here are some useful articles for Nintex Customer Central and Nintex University: Adding and Editing Contacts in Nintex Customer Central Delegated Access to Customer Central for Partners Managing Training Seats for Nintex University