Adding templates files from Office 365
You can access templates from document libraries on Office 365. You integrate Office 365 and files stored in document libraries are available in Nintex Drawloop DocGen® for Salesforce.
Access templates from Office 365
You can access template stored on SharePoint from Nintex Drawloop DocGen® for Salesforce.
To select a template from Office 365
Note: You have to integrate Office 365 to add files from SharePoint. For more information, see Office 365 integration and management.
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From the Force.com app menu, select Nintex DocGen, and then click DocGen Packages.
Tip: You can also select this from Lightning with the
App Launcher. -
In Select Files on the DocGen Package Details page, use the top drop-down box to select Office 365.
Tip: In Lightning, you have to click the play button each time you access the Select Files user interface.
- Use the drop-down box below to select the Office 365 tenant you want to work with. This is the name you created during Office 365 integration.
- Drag the document you want to add to your DocGen Package into the center pane.
For more information, see Adding template files to DocGen Packages.