Latest Posts
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...
- 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...
- Labels:
- Nintex for Salesforce
- Use Cases
- 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...
- Labels:
- Nintex for Salesforce
- Use Cases
- 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...
- Labels:
- Nintex for Salesforce
- Use Cases
- 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...
- 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...
- 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...
- Posted by MMachado
- | March 01, 2019 12:22
- Views 2053
- Replies 2