Nintex DocGen for Salesforce

In a DocGen, how do you create a hyperlink from document to the property record you are sending the email from.   I am looking for a tag or something?

Is there a way to set a field tag to all lowercase letters? I know there’s a way with cross referencing, but I’m only seeing lowercase → uppercase and not vice versa. Example: { SET “Link” “<<Opportunity_Name>>” } { REF Link * Upper }I tried changing Upper to Lower with no success.Is there way to set a field tag from uppercase to lowercase? Thank you!

A Salesforce security update removes the ability to send a Session ID in Outbound Messages, with enforcement scheduled for February 2026.Reference: https://help.salesforce.com/s/articleView?id=005232763&type=1We currently use Nintex DocGen for Salesforce via Outbound Messages, which rely on the "Send Session ID" option for authentication. Will DocGen automations using the Outbound Message method break completely when Salesforce removes this Session ID functionality? Is there a specific Nintex DocGen for Salesforce package version that officially addresses this Session ID deprecation? Any alternatives?

Is it possible to run DocGen package to generate document in Salesforce as a guest user (i.e. unauthenticated user), from either Apex or Flow?

Is there any documentation, tutorial, or sample code recipe to get started with running DocGen Package to generate document in Salesforce from a Lightning Web Component (LWC)? Please provide links. Thank you.

Is it possible to force page break after each record in repetition when generating document in Salesforce DocGen package from a word template? I am trying to generate document with one page for each child Contact record related to an Account record.

Is it possible to load static data from csv/excel into a template file when running a Nintex DocGen Package in Salesforce? Example load contacts from csv file into a word template.

I have setup Nintex DocGen and E-sign in Salesforce but when I send a document for e-sign, I get email from Assure Sign with DocumentTRAK Web Service Notification Failure

We have a request to parse PDF fields into Salesforce records.  Does Nintex have any product or roadmap for a feature like this?

I am trying to use Drawloop(DocGen) in my sandbox, but am getting this errorYour organization's trial period has expired. Please have your administrator contact support for assistance. (LicenseInvalid)Include this Error Id if you contact support: d305b12a-a7b8-4393-9af3-96ac001c5299Can you help me to update the license in the sandbox. The Sandbox ID is 00Dcb000005ZDp8 and the company name is Club Quarters.ThanksRich Spitzrich@spitzconsulting.com

When I print a set of documents from a DocGen Queue list view using the Download 1 PDF button, what is the order that documents appear in the resulting file? And is it changeable? It seems like it is the record id, but that is not particularly meaningful other than roughly corresponding to the order the documents were created.For context, I need to collate some documents with a set of documents produced by another system, and I am hoping to get them in the same order, by, say, Account Id (in this case Loop__Object_Id__c). 

If I want numbering to restart for each table I have in a template, how would I achieve that? Ideally, I’d like to avoid creating new custom fields + automation in Salesforce to achieve this. So in the below image, instead of the second table resuming numbering where the previous table left off, it would restart at 1.  

Is there anyway to use the DocGen Package filter field in docgen lightning component?? 

In today’s fast-paced business environment, efficiency is key—especially when it comes to document generation and automation. That’s where Nintex DocGen for Salesforce and Salesforce Flows come together to deliver a powerful, no-code solution for streamlining document creation, packaging, and delivery directly within your CRM.Salesforce Flows + Nintex DocGen: A Seamless Automation ComboIn the video below, I walk through using multiple field references on multiple objects to determine what DocGen Packages are available to an end user in a Salesforce Screen Flow. All without writing a single line of code.Extra Credit: End-to-End Automation with Nintex WorkflowWhile Salesforce Flows and DocGen handle in-CRM document needs beautifully, many real-world processes stretch beyond the walls of Salesforce. Think: approvals, redlining, or collecting feedback from external stakeholders

Is there a way to make an email a pdf and attach it into Office 365? I was asked to save email into Sharepoint but I have not seen the option. As anyone done this before?

Hello, Is it possible to generate a document based on data provided outside Salesforce?For example can I call a DocGen api endpoint to trigger the document generation process manually, and pass REST variables to this endpoint to use while generating this document?​​

 Hi all -I am attempting to update a custom field on a document request record using the Create/Edit Record function. I have the ID and the field to update, but when I go the the docgen queue, the document request is set to ‘pending’, the document doesn’t create and the field doesn’t update. Is this possible? Am I missing something? thank you! 

Hello everyone,I am new to Nintex Community and have few questions, hoping to get the answer from someone. After a Nintex document generation process initiated from a record(in this case a custom object called ‘Treasury Service’), the landing page goes back to the same record from which the document generation was initiated. Is there any configuration at either DDP or Delivery Options level, to remain on the Drawloop page and not going back to the record, it was initiated from. For generating the document using Apex, how do we pass the DocGen File Template ID along with DDP ID. We were able to figure it out to pass the DDPID but do not find an option to pass DocGen File Template ID  Thx.

In certain type of documents where a content is populated from a rich text field in salesforce, is it possible to override any formatting from rich text fields and keep formatting constant as defined in word document template ?

We are trying to test some changes we did in our Salesforce Stage sandbox to raise our Health Check score, and would like to test DocGen there, but I’m getting the “Authorization required to run” message. We want to test in Stage before updating our Full sandbox, which is used by our users for final testing. How do we authorize our Stage sandbox?

The problem is probably trivial, I want to populate a field on Opportunity object with value “Today”. I used the formula “TODAY()” but does not do anything. Can you please let me know how to resolve this issue. Thanks in advance.P.S “Run at the beginning” checkbox is unchecked.  

If condition in word document is working fine but when the condition is not met, empty bullet point is showing up in the generated document. 

My team and I are trying to have a DocGen Package run when a record is created/updated and meet certain criteria via Flows. This package is intended to send a receipt to a designated user (pulled from a contact page). When we run tests manually, the package works, but when we try to use automation, the logs read successful, but no email is received.  We do not have any errors to show as to why that may be happening. Any ideas on how we can fix this?

We have a requirement where we need to group all similar stages in one ie if there are four stages A,B,C and D .For Stage A if there are four records then all the four columns of Stage “A” should be merged in one , and other fields should be after this.Something like this :    Name Count Open Signal Amount

    How do we get group total and sub total in Nintex.