Lightning vs Classic Parity Matrix
The tables below display the Nintex DocGen features available in the Salesforce Classic and Lightning designers. If you would like to see a feature from the Classic designer available in the Lightning designer, send your suggestions to Nintex Ideas.
DocGen Packages - Data
| Feature | Classic Designer | Lightning Designer |
| Set up relationships in DocGen Packages |
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| Stand Alone Data Relationships |
(Unrelated data relationships) |
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| Set up relationships from other objects in DocGen Packages |
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Available for the following:
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| SOQL Query Relationships |
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| Apex Data Relationships |
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| Add snippets and snippet groups (previously component groups) |
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DocGen Packages - Documents
| Feature | Classic Designer | Lightning Designer |
| Templates |
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| Use a pre-built template |
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| Additional Documents | ||
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| Tag Documents |
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| Search field tags |
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| Salesforce Library |
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| Pause template delivery to edit the file |
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| Named Ranges from Excel Templates (previously Excel as middleware) |
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DocGen Packages - Delivery options
| Feature | Classic Designer | Lightning Designer |
| Content Delivery |
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| DocGen Queue |
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| Download |
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| Salesforce Email |
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| SMTP |
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| Nintex Workflow |
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| Electronic signatures | ||
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DocGen Packages - Storage options
| Feature | Classic Designer | Lightning Designer |
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Content (see Content Delivery) |
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Content - User Selected |
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FTP (see FTP/SFTP Storage Location) |
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SFTP |
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SpringCM |
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Veeva Vault |
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Other features
| Feature | Classic Designer | Lightning Designer |
| Create or edit a record (previously Insert-Update) |
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| PDF stamps |
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| Create a DocGen Package using form data |
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| Migrate DocGen Packages |
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| Scheduled DocGen Packages |
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| Clone a DocGen Package |
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| Package/Record/Contact Filters |
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- Via Button Wizard |