News and Guidelines

📢 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. 

Many Nintex customers have been asking about Nintex for SharePoint Subscription Edition (SPSE). Nintex is pleased to announce that support for SPSE is now available. Please reply to this post and we will look to answer additional questions. FAQQ: Will both Nintex Workflow and Nintex Forms be supported in SPSE?A: Yes, both will be fully supported.Q: Will all the existing functionalities / features in Nintex Workflow and Forms be available in Nintex for SPSE?A: Yes, all existing features will be available and there are no additional features or deprecation of existing features in Nintex for SPSE.Q: What workflow engine will Nintex Workflow for SPSE be using?A: It will still be using the SharePoint 2010 workflow engine. While SharePoint 2010 workflow engine is deprecated, this only means there is no longer active development, and it will still be supported by Microsoft. For more details on SharePoint 2010 workflow support, please refer here. We will evaluate and advice future options for

In this month’s user spotlight blog, we’re talking to Evgenios Efthymiou (EvgeniosE), Product Manager at Nintex.Evgenios EfthymiouWhat is your current role, how long have you worked at Nintex, and your career background?I am one of the Product Managers for Process Manager. I joined Nintex in February 2024 (~8 months ago). Background wise I studied Mechanical Engineering and worked as a Production Engineer and a Business Process Analyst within the Automotive Industry around Product Data Management, before moving to developing digital solutions as a Product Manager.Which Nintex Product are you most passionate about and why?Process Manager, because it's something I would have loved to have in my Business Process Analyst days. Maybe though I am biased because our Product team is responsible for it.What do you enjoy most about answering Community questions?As a Product Manager I have many ways to drive change in my product, but primarily that comes from enabling your team delivering the bes

Hello, Process Manager Users! We’re thrilled to announce a new feature in Nintex Process Manager: localization! This exciting update means that Process Manager now supports multiple languages, starting with French, French Canadian, German, and Spanish. What is Localization?Localization in Process Manager provides a more personalized experience by supporting languages other than English. This enhancement will make it easier for our existing customers to navigate and utilize Process Manager in their preferred language. Plus, it sets the stage for us to rapidly add more language options in the future based on your feedback and needs. The initial localization work will cover the user interface elements created and managed by Nintex. While this update does not yet include translations for user-generated process content, we are exploring options to support process content-level translation in the future. In the meantime, this can be facilitated through process variations. Here’s a sneak peek

 📢 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.  

Hello, Process Manager Users! We have some fantastic news to share. Process Manager is getting a significant update! The Product team has been working hard to enhance your experience and make your interactions smoother and more intuitive. We're stepping up our learning content to align with these exciting changes. Here’s a sneak peek at the key updates: 🔧 Process AttributesWe’ve enhanced your experience with process attributes by streamlining interactions and freeing up space for your process map—no more bottom panel! Our new right-hand panel makes accessing your process information quicker and more intuitive. Say goodbye to unnecessary clicks and embrace a more efficient, unified Nintex experience! 📊 DashboardsOur dashboards have a fresh new look and feel. These enhancements optimize how you filter, manage, and view notifications, ensuring a cohesive experience across tables within the My Dashboard. You can expect a more intuitive interface that streamlines data management and enhan

📢 Great news! 🎉 I’ve just published a new video tutorial that guides users through adding and positioning bubbles in Nintex RPA. The video covers different bubble types—Standard, Anchored, Tooltip, and Help Button—and explains how to use them effectively in creating intuitive, engaging wizards that guide users through your processes. 💡Whether you're new to bubbles or looking to optimize your existing wizards, this tutorial provides a step-by-step walkthrough for achieving the best results. 

 📢 Exciting Update to Nintex Customer Content Portal 📢Hello Nintex Community!We’re thrilled to share some fantastic news about our Nintex Customer Content Portal. Each product’s portal page now includes a dedicated Nintex Ideas section. This enhancement is designed to better engage our user community and collect valuable insights directly related to your specific Nintex products.What’s New?Incorporating Nintex Ideas into each product section allows you to:Easily Access: Navigating to the Ideas section is now more straightforward, available directly from each product's page. Provide Product-Specific Feedback: Share your ideas, suggestions, and requests tailored to individual Nintex products. Engage and Innovate: Join fellow users in voting on ideas and watch as we evolve our products based on community-driven input.We believe this integration will foster a more collaborative environment and stimulate innovation by focusing feedback on specific areas. Our goal is to continually enhance

📢 Process Manager Content Updates 📢Hello, Process Manager users! The Customer Enablement team is excited to announce that we have just released a new How-To Video and updated one of our key articles. Our mission is to enrich your learning experience by showcasing the latest product features and keeping our content up-to-date. We can't wait for you to explore these new resources! Nintex How-To CenterNew How-To Video Add documents to process models In this video, we introduce a feature in Process Manager that allows you to associate supporting documents directly to specific elements within your process models. Learn how to seamlessly associate documents from the Documents library to enhance your process models, streamline your workflow, and keep essential resources easily accessible. Whether you need to attach policy documents, upload technical specifications, or link to a network file, this feature will help you organize and collaborate more effectively. Watch now to see how this cap

In this month’s user spotlight blog, we’re talking to Anna Tadros (annajosephine), Product Manager at Nintex. Anna TadrosWhat is your current role, how long have you worked at Nintex, and your career background?I’m a Product Manager, Nintex Apps (currently focusing on designer experiences and Nintex Apps for Salesforce). I've worked at Nintex for 7 months. Before that, I was a long-time Skuid employee, working with the company on and off since before it was founded. At Skuid, I worked in documentation, technical support, and customer enablement. Which Nintex Product are you most passionate about and why?Nintex Apps! (formerly known as Skuid). I've gotten to grow up with the product. It's a good day when I can sit down and build something!What do you enjoy most about answering Community questions?I like getting to interact with people using Nintex products and learn more about  what they're trying to do. It's a great place to come to solve problems and get ideas for cool projects!Is the

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.

We’ve just posted a new how-to article in the Knowledge Base on Community! Click the following link to learn how to get started with the Nintex Licensing and Permitting Solution. This article covers:Creating an account Configuring fee payment links in Stripe Setting up new permit types Testing and publishing your new licensing and permitting processHave 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.

 Get started with Workflows by building a simple decision workflow.We're excited to announce the release of a new beginner video tutorial that will guide you through creating your first workflow. This step-by-step guide will teach you how to add steps and outcomes to the workflow and then deploy and test it.What you'll learn:Add application categories Create a workflow Deploy a workflow Assign permissions Test your workflowWhether you're a novice or looking to refresh your skills, this tutorial is a great place to start your journey with workflows. Check out the tutorial now and start building! We hope this tutorial empowers you to create unique workflows. Your feedback is crucial to helping us improve our resources. Please share your thoughts and suggestions on how we can enhance future tutorials through our feedback portal, leave feedback here. 

It’s time for another release for Nintex Automation K2! You may remember last year we renamed the product to “Nintex Automation” and you’ll see that change in many of our sites including documentation and training, but you may notice a little sneaky bit coming back to the product name! Over time you’ll see us adding back in the K2, but don’t worry, it’s the same product you’ve known throughout the years by its various names.This year’s release (5.8) has one amazing, massive, beast of a feature that we can’t wait for you to get your hands on. Translations and localization is now native in K2:Full localization of Designer, Workspace and Management into Arabic, French, German and Spanish languages. This lets your designers, administrators, and end users work in their native language. With over 77,000 words and phrases in the K2 platform, this nearly 10 month project with multiple teams is finally ready for you. And, with the localization work, we’ve added ability for your SmartForms to be

Get started with SmartForms by building a simple "Hello, World!" application.We're excited to announce the release of a new beginner-level video tutorial that will guide you through creating your first SmartForms application. This step-by-step guide will teach you the fundamentals of building views and forms, essential skills for any SmartForms developer.What you'll learn:Add application categories Create an item view and add controls Build a basic "Hello, World!" form Test your new formWhether you're a novice or looking to refresh your skills, this tutorial is a great place to start your SmartForms journey. Check out the tutorial now and start building! We hope this tutorial empowers you to create amazing SmartForms applications. Your feedback is crucial to helping us improve our resources. Please share your thoughts and suggestions on how we can enhance future tutorials through our feedback portal, leave feedback here. 

We are thrilled to share what the teams have been hard at work on this past year, with great new features coming soon in the K2 5.8 release. Exciting things like:Full localization of Designer, Workspace and Management into Arabic, French, German and Spanish languages. This lets your designers, administrators, and end users work in their native language. And, with the localization work, we’ve added ability for your SmartForms to be displayed in multiple languages with one form. Enhancements to SharePoint including new permission methods, and the ability to migrate your existing add-in based solutions to Microsoft’s SPFx framework. Design time versioning for your workflow drafts, allowing you to save snapshots, download versions to compare, and roll back by editing an older version. And more!Excited yet? Register for our webinar at https://www.nintex.com/resources/k2-58-roadmap-update/ to see all the details, as well as the roadmap for K2. The things we’re planning for this next year ref

Important UpdateDocuSign Retiring Legacy AuthenticationAre you using DocuSign with Nintex DocGen for Salesforce? If so, DocuSign is making a big change that's going to affect users of DocGen for Salesforce with DocuSign:Legacy Authentication is being retiredon January 31st, 2025! DocuSign have granted an extension for Nintex DocGen until Jan 31st. We still advise completing the recommendations below, as early as your organization can. Article Update LogSept 27th: Added DocuSign Extension - to Jan 31st 2025.Sept 24th: Added Office HoursJanuary 8th: Updated Office Hours to include Thursdays  Action required before January 31st, 2025DocuSign announced that it will retire its Legacy authentication on September 30, 2024, Nintex DocGen has been granted a final extension to January 31st 2025. Any Nintex DocGen for Salesforce customers currently using our DocuSign (Legacy) integration must make changes before January 31th to continue using DocuSign with DocGen.No action is required for those u

New How-To Video“Replace” dynamic advanced command Hey everyone!We've just released a new how-to video on the Replace dynamic advanced command in Nintex RPA.This video covers how to replace data in a variable to clean and standardize data, and modify strings effectively within your wizards. See the Video What it covers:Using the Replace dynamic advanced command. Practical examples of variable replacing. Best practices.  Be sure to check it out and join the discussion in the comments!

For customers who have integrated their K2 environments with SharePoint or Exchange Online in a Azure Government Cloud Computing High Security subscription (GCCH), a change is being made to our security certificate that will impact you.Customers who have configured SharePoint or Exchange Online will have manually uploaded a token signing certificate as part of the setup process. This certificate expires on August 13 2024. Nintex K2 Cloud ops will be updating the certificate during scheduled maintenance for K2 Trust on August 3 2024. In order to avoid downtime on your K2 environments, it is critical that customers update their certificate before the maintenance period to ensure continued operation of their environments.If the certificate is not added after August 3, customers will see AADSTS errors returned from K2. This affects Exchange Online integration, SharePoint workflows, User/Group resolving and all administration methods such as the Registration Wizard and SharePoint Site activ

 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

In this month’s user spotlight blog, we’re talking to Chris Ben (Chris_Ben), Senior Solutions Engineer at Nintex.Chris Ben (center) with Nazeer Saeed (left) and David Stephen (right).What is your current role, how long have you worked at Nintex, and your career background?I’m a Senior Solutions Engineer, and I started officially working for Nintex in 2020. I say “officially” because before then, I was awarded the title of vTE which is a Virtual Technical Evangelist. I don’t think we have that certification anymore, but it used to be awarded to people in the Nintex partner community who were recognized as Nintex experts. So, I cut my teeth on Nintex while working for a Nintex partner and loved what we could do for our customers with the Nintex platform. Which Nintex Product are you most passionate about and why?I love all of the Nintex products—each one offers so much value. However, if I have to pick just one, then it is Nintex Automation Cloud. I constantly surprise myself at how much

📢 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-

📢 Process Manager Content Updates 📢Hey, Process Manager users! The Customer Enablement team is excited to announce that we have just launched updates to one of our how-to videos and three courses on Nintex University. These updates bring product enhancements and extra information to enhance your learning journey. We can't wait for you to check them out! Nintex How-To CenterProcess Manager Updated Video Import and export process models  Nintex UniversityProcess Manager Updated Courses Process Approval Workflow We have updated this course to include information about the new product enhancement: Inclusion of Process Approvers in Initial Publish Approval Flow. Users set as Process Approvers within a draft process (a process not yet published) are included in the approval flow for the initial publish. The approval flow for any previously published processes will remain unchanged, and a new user set as the Process Approver will still require sign-off from the existing approver. This

New How-To VideoSplit dynamic advanced command Hey everyone!We've just released a new how-to video on the Split dynamic advanced command in Nintex RPA.This video covers how to split variables to extract specific information from a variable for multiple purposes such as data manipulation, dividing user input, etc.  See the Video What it covers:Using the Split dynamic advanced command. Practical examples of variable splitting. Best practices.  Be sure to check it out and join the discussion in the comments!