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Error while choosing Docusign as Delivery Option

I am trying to add the DocuSign as the Delivery option and trying to send the Document for ESigning. But I am getting the below error The userna...

  • By NilaS
  • April 25, 2019  23:00
  • 1394
  • 0
  • 0

Salesforce - Adding E-sign to the Document Package...

I am new to Salesforce and the Drawloop(Nintex for Salesforce). We currently have a workflow where the Quotes are auto generated and converted in to ...

  • By NilaS
  • April 25, 2019  12:54
  • 1271
  • 0
  • 1

How can I replicate the columns in a table?

I am creating a table of child records and I only need the record name field. To align with the customer's template, the child record numbers should ...

  • 3733
  • 0
  • 3

How to format time Fields? Field tagger shows a di...

I have time fields from an object that I would like to display on a word document in Nintex Docgen. I tag the object using the Field Tagger but when ...

  • By id
  • April 18, 2019  17:58
  • 1990
  • 0
  • 1

Apex data relationship

I have two main objects and one junction object and I want to retrieve data from one main object for corresponding Id from another main object . I ha...

  • By Nav185
  • April 15, 2019  02:35
  • 2278
  • 0
  • 4

Filter Component Group Based on Checkbox Field

I'm trying to create a component group that populates text based on a custom text field in salesforce. If an account has sub-companies listed in ...

  • By Jen
  • April 11, 2019  12:18
  • 3703
  • 0
  • 9

Using a Relationship for a Checkbox of Yes or No

Hello. I am fairly new at using DocGen through Salesforce. I have a question on the DocGen form I am preparing. It is in relation to a yes or no ch...

  • 1757
  • 0
  • 2

Issue while sending an Email [Auto Send] from DocG...

I'm facing the issue when sending the email from Drawloop. I have selected the delivery option Email and checked the checkbox Auto-Send. When I'm sen...

  • By SidCA
  • April 10, 2019  00:23
  • 1661
  • 0
  • 1

Docgen Error due to rich text field

I am getting an data invalid error due to my rich text field for some records and few records are working fine whenever I am running my docgen packag...

  • By Nav185
  • April 09, 2019  02:52
  • 3973
  • 0
  • 12

How can I replicate the document for all records i...

I am running a document package off of a record called List, but it should run for all related List Member records on a related list of List. It's on...

  • 786
  • 0
  • 0

Translate a numeric value into a checked box in a ...

Hi, I have a roll-up summary field on a Contracts object, that counts additional Sites who would be taking advantage of a Contract's pricing. The con...

  • 2060
  • 0
  • 2

Salesforce DocGen Relationship Options Disappearin...

The issue I am having is that I create a Docgen Package, I select the following two relationships. After the initial creation though, wh...

  • 1767
  • 0
  • 2