Install the apps

To get started you must first install the Nintex Workflow for Office 365 and Nintex Forms for Office 365 apps in your SharePoint site.

Nintex Workflow for Office 365

Create and reuse list and site workflows, all from within the familiarity of your Office 365 tenant. Users can easily build workflows to automate any business process. After installation you can access the Nintex for Office 365 app from a Site List or Document Library, or the Site Contents page. Browse the topics below to learn more about Nintex Workflow for Office 365.

  • Workflow Gallery: This is where you'll get access to your workflows, connections and settings.
  • Designer: You’ll use drag-and-drop actions to build your workflow in the Designer.
  • Workflow Settings: This is where you’ll administer your tenancy.

Nintex Forms for Office 365

Build forms within your SharePoint Online environment and use it with Nintex Workflow for Office 365 to create and publish forms that can be built into your automated workflows. After you install Nintex Forms for Office 365 app into a SharePoint site collection, each list or document library in the site will provide access to Nintex Forms in the ribbon.

To learn more about forms and the forms designer, see Create a form.

Installing the apps

  • Nintex Workflow for Office 365: To create site and list workflows.
  • Nintex Forms for Office 365: To design forms for list items, documents, or document sets.
  1. On the SharePoint site, go to Site Contents and then click +New.
  2. Select App on the menu that opens.
  1. On the menu on the left click SharePoint Store. For more information about adding apps from the SharePoint App Store, see Add an app to a site.
  1. In the search bar on the top right, type "Nintex" and find the Nintex Workflow for Office 365 and Nintex Forms for Office 365 apps. These apps can be added to the site in any order, as there is no dependency between them, other than needing the Forms app to create custom task forms within workflows.
  1. Click the app you want to add and click Add it.

    Note: If you see Request It (instead of Add It), you need approval from your SharePoint administrator to add an app.

  2. Click Trust it on the dialog box that is displayed prompting you to trust the app.

    Note: This action sets the permissions that it needs during the installation and grants the app access to the site.

You are returned to the Site Contents page and the app you add will be available in the Site Contents list.

Important: If you no longer need the apps on your site, you can remove it through the Site Contents page. If a retention policy is applied for the site, this must be disabled before you remove the apps. You can re-enable the retention policy after the apps are successfully removed.