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Member since ‎02-27-2019
Nintex Employee


Latest Posts

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 1086
  • Replies 3

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 297
  • 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 413
  • 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 533
  • 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 271
  • Replies 0
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