This action allows you to write to Content Controls inside a Microsoft Word document. I am very often asked if it possible to put an approval stamp on the document itself, rather than having the approval in the metadata of the document in the library. The short answer is yes (although this will not be a signature, it will be the user ID of the approver and the date and time of approval). Below you will see the steps needed to achieve this.
The document that is added to the document library needs to have the content controls in the template for Nintex to work with. We therefore need to edit the template associated with the document library. You can do this as follows:
Now that the template is in place, the workflow is able to write to the content controls within it. In this demo, I have created content controls as follows:
|ctReviewer||The ID of the person who completed the review task|
|ctReviewDate||The date and time of completion of the review task|
|ctApprover||The ID of the person who completed the approval task|
|ctApprovalDate||The date and time of completion of the approval task|
|ctReviewerComments||The comments left (if any) on completion of the review task|
|ctApproverComments||The comments left (if any) on completion of the approval task|
I will use these controls when a document has been positively through the review and approval processes in the workflow.
An example output of successful review and approve inside the document looks like this:
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