Enable Nintex Drawloop DocGen® for Salesforce to use Salesforce reports with Mass DocGen Packages.
You use Mass DocGen Package to run DocGen Packages for multiple records at once. Mass DocGen Packages via Reports enables you to use a Salesforce report to specify the records to use for a Mass DocGen Package. You must configure the app to validate your Salesforce reports by setting up a remote site.
Enable the app to use Salesforce reports with Mass DocGen Packages
Mass DocGen Packages via Reports enables you to use a Salesforce report to specify the records to use for a Mass DocGen Package. Configuring this feature enables the app to validate your reports.
To enable Salesforce reports for Mass DocGen Package
Note: Mass DocGen Packages via Reports requires the Enterprise Edition and the Mass DocGen Package add-on. For more information, see Purchase, upgrade, or manage edition options.
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From the Force.com app menu, select Nintex DocGen, and then click DocGen Admin.
Tip: You can also select this from Lightning with the
App Launcher. -
Under Configuration, click Settings.
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On Settings, under Mass DocGen Packages via Reports, click Configure.
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On the Remote Site Edit page, click Save.