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What is the status of this contract? - A users perspective.
What is the status of this? At what stage is that? Who is taking so long to sign? Where did this go? Why did this get sent back? All common questions one can get during any business process. When addi...
- Labels:
- Nintex for Office 365
- Nintex for Salesforce
- Nintex for SharePoint
- Nintex Workflow Cloud
- Tips & Tricks
- Use Cases
- Posted by DavidStephen
- | June 10, 2020 10:40
- Views 182
- Replies 0
Stop recreating repetitive steps with Workflow. Simply call a workflow that already e
When you start to go down your automation journey a common thing exists. You have parts of the same exact process in many different scenarios. Nintex has a way to avoid recreating the same work over a...
- Labels:
- Nintex for Office 365
- Nintex for Salesforce
- Nintex for SharePoint
- Nintex Workflow Cloud
- Tips & Tricks
- Use Cases
- Posted by DavidStephen
- | May 22, 2020 09:13
- Views 275
- Replies 0
Not your typical NWC use case.
Nintex Workflow Cloud (or “NWC” for short) is a powerful workflow solution that allows you to easily reach outside systems and have all of those separate siloed systems work as one. There for sure is ...
- Labels:
- Nintex for Office 365
- Nintex for Salesforce
- Nintex for SharePoint
- Nintex Workflow Cloud
- Tips & Tricks
- Use Cases
- Posted by DavidStephen
- | March 27, 2020 13:59
- Views 278
- Replies 0
Editing a Document before Delivery
A Common use case for an automated process containing a document being generated is needing a proofreading step where a user can verify the dynamic data going into the document before delivery. Pause ...
- Posted by DavidStephen
- | March 11, 2020 14:54
- Views 476
- Replies 0
Do you know what you are doing? Are you doing what you are supposed to do?
Do you know what you are doing? Are you doing what you are supposed to do? Workflows can automate a lot of repetitive tasks. Building them with NWC can be a very quick process. The problem is that som...
- Labels:
- Nintex for Salesforce
- Nintex for SharePoint
- Nintex Promapp
- Nintex Workflow Cloud
- Tips & Tricks
- Use Cases
- Posted by DavidStephen
- | February 14, 2020 14:27
- Views 312
- Replies 0
Participating In
Which Copy Type should I use??
Hi there! I need to replicate data on a legal document we use. The document uses data from our custom Contracts object as well as our custom Program object. Our sales people can sell multiple Product...
- Labels:
- DocGeneration
- Posted by markoulakis
- | October 30, 2019 09:10
- Views 409
- Replies 1
Trigger Nintex doc for signature via Nintex Sign
Hoping someone can point me in the right direction........ I have used workflow and outbound message to automate doc gen against a lead record in salesforce. I have nintex sign and want to auto send/t...
- Labels:
- DocGeneration
- Posted by GeriP
- | July 24, 2019 10:00
- Views 674
- Replies 1
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 Drawloop save the second DDP as a new version of the f...
- Labels:
- DocGen
- Posted by csims
- | May 02, 2019 14:25
- Views 1278
- Replies 3
Issue while sending an Email [Auto Send] from DocGen package.
I'm facing the issue when sending the email from Drawloop. I have selected the delivery option Email and checkedthe checkbox Auto-Send. When I'm sending an email it's giving me an error.Please help me...
- Labels:
- DocGen
- Posted by SidCA
- | April 10, 2019 00:23
- Views 1066
- Replies 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 package through docgen button present in object layout. B...
- Labels:
- DocGen
- Posted by Nav185
- | April 09, 2019 02:52
- Views 2632
- Replies 12