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How-To Center

Discover step-by-step guides and tutorials to help you master Nintex products and streamline your workflows.

RPA

Bubbles text editing and input fields in Nintex RPA

Adding bubbles in Nintex RPA

Replace dynamic advanced command

Mathematics dynamic advanced command

Install Nintex Connector using CRX File

Process Discovery

Seq Tutorial

Add Authentication to Seq

Understand Process Discovery Metadata Information

PDDR is not recording after its tenant was changed

Configure the Train the Robots Feature

Process Manager

Understand navigation basics

Set up your profile

Manage My Dashboard

Reset your password

Work with your Promaster

Nintex Workflow

View, add, edit, and delete Nintex Automation Cloud user accounts

Forms Choice Multiple Control update

Business owners and task delegation

Use Tables in your Workflows

Creating a form in multiple languages

Upgrade to Nintex Workflow

Migrating to Nintex Workflow: Webinar Series

Migrating to Nintex Workflow Webinar Series - Setting up for Success (Webinar 1)

Migrating to Nintex Workflow Webinar Series - Upgrading your Workflows (Webinar 2)

Migrating to Nintex Workflow Webinar Series – Go-Live in Nintex Workflow (Webinar 3)

Migrating to Nintex Workflow Webinar Series – List Forms and Migration Impact (Webinar 4)

Nintex Apps

Activity course: Leave request scenario

Ellie_Steinbach

Use Nintex Apps and Nintex Automation Cloud as a connected experience

Ellie_Steinbach

Nintex Apps for Salesforce

DocGen for Salesforce

Apply the power of conditional formulas to entire tables in Word

How to navigate multi-step updates for Nintex DocGen for Salesforce

Stay Ahead: Move DocGen for Salesforce to OAuth Authentication now

Add an image to a snippet

Deployment options for DocGen for Salesforce

Nintex DocGen

Automate document delivery in your workflow with the Run Document Package action

Create a DocGen package for Nintex Apps and Workflow

Edit a document in Nintex DocGen without leaving the platform

Add generate document button to an Apps page

Create Tags and Tag Your Document in Nintex DocGen

eSign

Recover your Nintex eSign password

Nintex_Caroline

Understand the Nintex eSign home screen and basic navigation functions

Nintex_Caroline

Navigate the My Profile page

Nintex_Caroline

How Does Two-Factor Authentication For Signing Work?

Envelope Expired

Nintex Automation K2

Video tutorial: Create automated tests with Selenium IDE

How to use an existing theme as a style profile with Nintex Automation K2

How to remove additional padding in the new dynamic theme for Nintex Automation K2

Video tutorial: Create a progress control

Video tutorial: Use a dynamic chart control

Nintex Solutions

Get started with the Nintex Licensing and Permitting Solution

Nintex_Caroline

Nintex for Office 365

Create a three-tier cascading menu

Use the Query List action to return a collection of List Item IDs

Nintex for Office 365 - For Each Action

Display a Nintex Form after a document is uploaded to SharePoint

Update multiple value of Person or Group data type column with empty value in Nintex Workflow for Office 365

Nintex for SharePoint

Create a dynamic repeating section

Hiding Controls With Rules in Nintex Forms

Link to Edit List Item in Email Notification

Configure a Redirect URL for a Nintex Task Form

Reporting for Nintex Workflow Enterprise

Nintex K2 Cloud

How to resolve the OAuth token is expired error

Remote P&D Tool not prompting for login: "Primary Credentials Not Authenticated"

How to re-consent to the K2 for Office 365 Consent App

How to find your K2 Cloud and K2 Nexus Platform KUID

Package and Deployment - Deploy package fails with 'The package is missing at least one SharePoint related item required to successfully deploy'

RPA LE

Azure SQL Server/Database - How to Create and Connect to it for RPA LE

Use RPA LE with SharePoint

Creating and Using Data Import Templates in Foxtrot or RPA LE

Activate the Data Wizard

Import excel file as a list

Nintex Insights

K2 blackpearl

How To: Working with SharePoint Lists and Data

Installing and Upgrading K2 after Database or Server Relocation

"Object Reference not set to an instance of an object" Error in K2 Studio or K2 for Visual Studio

Microsoft Visual Studio has detected that an operation is blocking user input

K2 for SharePoint AppDeployment error: "One or more app deployment processes could not complete successfully"