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Pull Contact details from Multiple Recipients into...

Is it possible to pull Contact details for multple users onto a template for DocuSign? For example, I have an Approver and a Signer but I only want...

  • By kxiong
  • May 24, 2019  11:47
  • 2139
  • 0
  • 1

Account Owner Tag Not Pulling in Owner but rather ...

I am using the field tagger for the account owner Name, Email, and phone on a custom quote object. When I generate the quote it just pulls in me as ...

  • 2110
  • 0
  • 4

Schedule DocuSign Envelopes?

Is it possible to schedule a DocuSign envelope for future delivery with DocGen standalone?

  • By kxiong
  • May 23, 2019  10:09
  • 1508
  • 0
  • 1

multiple if statements

Facility( picklist Field) with Chicago,Las vegas,Houston So If facility = 'Chicago' display the Address If facility = 'Las Vegas' display the addr...

  • By Yvonne
  • May 16, 2019  13:41
  • 2357
  • 0
  • 2

Emails triggered through workflow cloud are delaye...

I am trying to set up email notification through Nintex Workflow Cloud for Salesforce and it takes 5 mins for the workflow intances to appear it fail...

  • By NilaS
  • May 16, 2019  12:21
  • 1399
  • 0
  • 1

Nintex Workflow Cloud for Salesforce

Hello I am creating a workflow for the first time and I am trying to Query the Salesforce so I can reterive the receipient email addresses from the S...

  • By Dhana
  • May 16, 2019  12:07
  • 1834
  • 0
  • 1

Conditional Formatting in word document - Null fie...

I am struggling to write an if then statement for a null condition. Here is what i am trying to do: If all fields have content in Salesforce, sh...

  • By himes
  • May 15, 2019  12:17
  • 7273
  • 0
  • 5

Force locale to en_GB/English for certain document...

Hello, I need to set the locale of some docgen documents in Salesforce to en_GB or English date formatting, DD/MM/YYYY and completely ignore the ...

  • 1822
  • 0
  • 1

Apex Wrapper Class implementation Using DrawLoop I...

Hi, I want to display different objects fileds of different recordtypes in DrawLoop word document using Apex(Salesforce). Please help how to write a...

  • 1708
  • 0
  • 3

Custom DocGen Button

I'm creating a custom button and running into some issues. When users click the button, it should automatically run a few different docgen packages...

  • By Jen
  • May 08, 2019  10:50
  • 1765
  • 0
  • 1

One Document with Mutiple Records

So, I see that Nintex has the ability create a documents in Salesforce from a List View via the Mass Doc Gen Button. But I do not need each record to...

  • 2007
  • 0
  • 2

File versioning?

Hello! Has anyone been able to handle versioning within Drawloop? For example, if I run a DDP on a Case, and then run it again later, could I have D...

  • By csims
  • May 02, 2019  14:25
  • 2189
  • 0
  • 3