How to Install Nintex Drawloop

Video created by weitkae Employee on Aug 8, 2017

    In this 4 minute demonstration you’ll see the steps required to install Nintex Drawloop in a Salesforce Developer Edition organization. Follow the links below for detailed step-by-step instructions:

    1. Start at http://appexchange.salesforce.com and search for Nintex Drawloop
    2. Log in with your Salesforce username
    3. Run the Nintex Drawloop Setup Wizard and configure the options
      1. Verify that you are an Admin and add additional users as needed
      2. Authorize the apphttp://help.nintex.com/en-us/docgen/docservices/Default.htm#cshid=9009
      3. Add Generate Documents buttons to page layouts
    4. Copy sample Document Packages into your organization
    5. Test your installation by generating your first document

     

     


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