Download

Create a link to download an output document

Deliver an output file by creating a link to download the output file. If you wish to download the output created by the app, use the download delivery option. With the download delivery option, the app will provide you with a link or several links to download your document to your computer. To begin, you must navigate to DocGen Package and create a new delivery option.

This feature is supported in the DocGen Lightning Component.

Create a link to download an output document

You can add a Download Delivery Option from the DocGen Package Wizard or the Delivery Options related list on a DocGen Package.

To add Download Delivery Option from the DocGen Package Wizard

  1. 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.

  2. Click New. 

  3. From Basics, enter required information in these fields: 

    • DocGen Package Name

    • Type

    • DocGen Package Starting Object.

    For more information, see Create new DocGen Packages with the DocGen Package Wizard.

  4. From Delivery Options, in Type, select Download.

  5. In Name, type a name (that the user running the DocGen Package will see) and then configure any remaining fields for standard options.

    For more information on the standard options, see Delivery Options.

  6. On DocGen Package Templates, select or upload a template and click Save.

To add or edit Download Delivery Option from the Delivery Option related list

  1. 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.

  2. Select a DocGen Package from which you want to add or edit a Download Delivery Option, and on the Delivery Option related list, take one of the following actions.

    • Click New Delivery Option, from Type of new record, selectDownloadand then click Continue.

    • From an existing Download Delivery Option, click Edit .

  3. In Name, type a name (that the user running the DocGen Package will see) and then configure any remaining fields for standard options.

    For more information on the standard options, see Delivery Options.

  4. Click Save.

Use the Download Delivery Option

Once you add the Download Delivery Option to your DocGen Package, you can create a link to download output documents after you generate them.

To test the Download Delivery Option

  1. 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.

  2. Select a DocGen Package that contains a Download Delivery Option.

  3. Click Select Record, select the record, contact, and then select the Download Delivery Option. For more information, see DocGen Package object testing

  4. Click Run DocGen Package.

    The app generates the document, applies any options you've specified in the DocGen Package.

    Tip:  You can click the file to download it.