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Excel as Middleware

Can you build a document package in Classic, utilizing Excel as Middleware (we would use it for languagetranslation purposes)and then have the end us...

  • 868
  • 0
  • 1

Multiple Columns on the forms in DocGen for Salesf...

Does anyone know if it is possible to do multiple columns in the forms a user sees when using DocGen for Salesforce? I do not see an option for this...

  • 839
  • 0
  • 1

DocuSign rows in Salesforce

I set up a document in Nintex to dynamically build rows based on data. I want to have a different DocuSign recipient to sign each row. Is there a w...

  • By Jmorgan
  • October 02, 2019  11:54
  • 689
  • 0
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Package attachments

When creating document packages on an oppty and attaching documents, rather than giving me the opportunity attachments only, it gives me Account Fee...

  • 651
  • 0
  • 0

SOQL row replication to Excel duplication

I have a fairly straightforward SOQL query to pull Opportunity Line Items: select Id, Quantity, UnitPrice, TotalPrice from OpportunityLineItem where...

  • 961
  • 0
  • 2

Automate Outbound message

Hi all, I have observed that the Attachment created automatically by workflow and OB message scenarion.. has the created by user as the user to...

  • 1055
  • 0
  • 1

Preview and edit before pdf generation

Is it possible to preview and edit documents just before pdf are generated and stored for sobjects using docgen?

  • By dipankar
  • September 24, 2019  02:41
  • 883
  • 0
  • 1

Users receiving a "0% Queued" when runni...

Hello! I have an internal user that ran a DocGen package (to generate an invoice/receipt), and they are receiving a "0% Queued" in the status bar. ...

  • 811
  • 0
  • 1

Is there a way to password protect a document?

Does anyone know if it is possible to password protect a document using Nintex Drawloop in Salesforce? I do not see any options to do that.

  • By mhobizal
  • September 18, 2019  07:20
  • 824
  • 0
  • 1

Button to generate form for email delivery is rout...

I have a template with delivery option = email. I have a button on the Contact that generates the form. After the form generates and I click to con...

  • By bridget
  • September 18, 2019  06:26
  • 734
  • 0
  • 1

Merge Fields blank in Salesforce Email Template

Hi All, I have an urgent requirement on automated email with attachment which i am trying to achieve from Docgen. The Problem is that i have used h...

  • 2855
  • 0
  • 5

Populating Secure PDFs

Hi Everyone, I am at a loss here so Im hoping you all can help. I get the error below when we try and populate a PDF form that we retrieved from TD...

  • By wandprog
  • September 12, 2019  06:22
  • 1103
  • 0
  • 1