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Member since ‎05-05-2015
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Mass DocGen Package via List View Button for Lightning

In Classic, we had a Classic Button for "Mass DocGen Package via List View" and it worked great.We created it via the button wizard in DocGen Admin. In Lightning, we can no longer use that because it ...

In Nintex for Salesforce
  • Views 135
  • Replies 2

Changing logos depending on account

I'm looking for a solution that would automatically include an account specific logo on a DDP template in Salesforce. In this instance the templates are word documents. Any ideas?The purpose of this i...

In Nintex for Salesforce
  • Views 102
  • Replies 1

create pdf template

How do you add fields to a PDF Template? It says its like the Excel format in the Field Tagger. But what or where do you name the field in the PDF.If for word it is example: a Case #, api is Case_Case...

In Nintex for Salesforce
  • Views 148
  • Replies 2

Can DocGen create a Fillable PDF?

Can Nintex DocGen for Salesforce merge to a fillable PDF (not just a PDF)?nintex for salesforce‌

In Nintex for Salesforce
  • Posted by beth
  • | December 13, 2018 06:27
  • Views 213
  • Replies 1

I need to restrict ability to generate documents based on field on Opportunity

I have a request from a client to do the following:If the "Freeze Opportunity" (custom field) field on the Opportunity is checked, noone of a particular profile should be allowed to execute the Create...

In Nintex for Salesforce
  • Posted by jheidman
  • | November 12, 2018 20:14
  • Views 299
  • Replies 9
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