DocFather_Ray
Member since ‎11-01-2017
Nintex Employee

Badges

Latest Posts

Rank

Start a Nintex Workflow from Microsoft Dynamics

Starting a Nintex Component Workflow from Microsoft Dynamics is made simple by Flow actions. You start this process by first copying the A...

  • 369
  • 1
  • 1
Rank

Automate Email Messages using Salesforce Data

A huge part of sales enablement is creating tailored and effective emails for your sellers. If you use a powerful sales tool like Salesforce, it ...

  • 511
  • 1
  • 0
Rank

Using Pivot Charts in a Drawloop Package

Any Drawloop user in the Salesforce ecosystem knows that Nintex can deliver powerful document automation using data in Salesforce. This automation ty...

  • 486
  • 1
  • 0
Rank

Automate Chrome or IE tasks with Nintex RPA

If you have a requirement to automate tasks with Chrome or Internet Explorer, Nintex RPA can help you out. Nintex RPA allows you to configure actions...

  • 1017
  • 0
  • 3
Rank

Approval by Starting Character in a String

In my role as a sales engineer, I come across many unique use cases that are new to me but may apply to other organizations. The subject of this b...

  • 651
  • 1
  • 0
View all

Participating In

End User to select a specific date instead of usin...

Hello, Is it possible to create a package that allows end user to select a date so as to create a doc package for docs that meet a specific dat...

  • By Yes
  • January 09, 2020  11:07
  • 940
  • 0
  • 2

Salesforce Relationship WHERE clause

Hello, Am new to Salesforce and Nintex. Need to create a SOQL query and am having trouble with the WHERE clause. The rest of the query works w...

  • By Yes
  • January 08, 2020  09:47
  • 1567
  • 0
  • 2

Pull Contact details from Multiple Recipients into...

Is it possible to pull Contact details for multple users onto a template for DocuSign? For example, I have an Approver and a Signer but I only want...

  • By kxiong
  • May 24, 2019  11:47
  • 1972
  • 0
  • 1

Account Owner Tag Not Pulling in Owner but rather ...

I am using the field tagger for the account owner Name, Email, and phone on a custom quote object. When I generate the quote it just pulls in me as ...

  • 1948
  • 0
  • 4

Schedule DocuSign Envelopes?

Is it possible to schedule a DocuSign envelope for future delivery with DocGen standalone?

  • By kxiong
  • May 23, 2019  10:09
  • 1409
  • 0
  • 1
View all