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Hyperlinks in NintexSign Agreements

The other day I had someone reach out to me asking me how to add clickable hyperlinks to their agreements. I began searching the web and was able to find hyperlink tags for Agreements. This was helpfu...

In Community Blogs
  • Posted by MMachado
  • | April 01, 2020 09:53
  • Views 251
  • Replies 0

Using Excel as Middleware to change data the way you want

The other day I was presented a questions about a date not being presented the way the customer wanted. In Spanish typically months are not capitalized but this customer wanted to have the month capit...

In Community Blogs
  • Posted by MMachado
  • | September 27, 2019 10:19
  • Views 643
  • Replies 0

Nintex Sign - Change Data During Signing Process.

Have you ever wondered if you can set a value that can be changed during signature and then update Salesforce once signatures are complete? Here is the use case. Today, I send out a document with your...

In Community Blogs
  • Posted by MMachado
  • | June 01, 2019 08:00
  • Views 727
  • Replies 0

Nintex Sign with Nintex Drawloop for Salesforce Custom Objects

Have you tried Nintex Sign Powered by Adobe. It’s a simple tool to use and very convenient if you are using Drawloop to generate your documents and want to capture Signatures. There are a few steps th...

In Community Blogs
  • Posted by MMachado
  • | May 17, 2019 11:45
  • Views 968
  • Replies 0

Gathering Data (Great Grandchild) using Nintex Drawloop

Section Replication Can be usuful when you are trying to gather data that is 3 levels deep! The way this works is you have to create Relationships in the Document Package. You have to set the relation...

In Community Blogs
  • Posted by MMachado
  • | April 08, 2019 09:08
  • Views 491
  • Replies 0

Scheduled Drawloop Documents using Nintex Workflow

Using the Scheduler in Drawloop can be complex so why not use a workflow to scheulde your documents to be sent out every (Day,Week,Month) at a specific time. This process is easy and can be custimed t...

In Community Blogs
  • Posted by MMachado
  • | March 05, 2019 09:55
  • Views 381
  • Replies 0

Scheduled Drawloop Documents using Nintex Workflow

Using the Scheduler in Drawloop can be complex so why not use a workflow to scheulde your documents to be sent out every (Day,Week,Month) at a specific time. This process is easy and can be custimed t...

In Nintex for Salesforce
  • Posted by MMachado
  • | March 01, 2019 12:22
  • Views 2053
  • Replies 2