Document automation just got easier in Nintex Workflow. Whether you're sending customer contracts, onboarding forms, or invoices, there is a new way to add a document package to your workflow.

In this guide and video, learn how to add the Run a document package action to your workflow.

Follow these steps:

🛠️ From the designer, search for Run and drag the Run a document package action into your workflow.

⚙️ Click Configure, choose your document package from the dropdown. Document tags will appear automatically.

🔗 For each tag (e.g., Account Name, Contact Name), insert the appropriate workflow variable to merge dynamic data into your document.

📤 Click the Output dropdown, select Add Variable, name it, and click Create & Insert.

✉️ The document output variable can be used with several components across your workflow. In this video, we use the Send an email component.

📽️ Want to see it in action? Watch the video for a full walkthrough.