Create a DocGen package for Nintex Apps and WorkflowHow to
Setting up a document automation process in Nintex Workflow or Nintex Apps has never been simpler—even when you need to merge dynamic tags for customer names, dates, or invoice numbers. In this guide and video, learn how to create a Word template with dynamic tags for customer names, dates, or invoice numbers. Follow these steps:Setup: Create a document package Upload or create a Word template Edit the template and add tags Create and insert dynamic tags Refresh & save Manage templates: Replace, download, or delete🛠️ Setup: Create a document packageFrom the main Documents tab, click Create Package. Give your package a name: Click Settings Enter a name for the package Click Save 📄 Upload or create your Word templateYou can either use the built-in Word editor or upload an existing file.Click Upload Template Once the file is uploaded, it appears in the Preview Pane✍️ Edit the template and add tagsNow we’ll make the document dynamic.Click Edit on the template A new editing wind
