Attachment

Note: These instructions apply to the Salesforce Classic experience.

Use the Attach delivery option to send a DocGen Package output file to a storage solution. This option sends a DocGen Package output file to Salesforce or a third-party storage solution. Users select the attach delivery option after they run a DocGen Package.

Add the Store Document Delivery Option

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

Add the Store Document Delivery Option from the DocGen Package wizard

To add the Store Document Delivery Option from the DocGen Package Wizard:

  1. In Nintex DocGen, click DocGen Package.

  2. Click New.

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

    • DocGen Package Name

    • Type

    • DocGen Package Starting Object.

  4. From Delivery Options, under Type, select Store Document .

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

  6. In Store As, select an option to specify how the app should store the output document.

    Attachment

    Specifies that output files will be attached to the Notes and Attachments related list of the record from which the DocGen Package was deployed.

    If you enabled the organization-wide Attachment Settings for Salesforce Files, the app stores a copy of the output file to Files.
    Box

    Specifies that output files will be stored to your Box account.

    Requires Box integration.
    Content

    Specifies output files will be stored to a folder specified the DocGen Admin.

    Requires Content enabled for your Salesforce organization.
    Content - User Selected

    User Selected specifies output files will be stored to a folder specified the user during document generation.

    Requires Content enabled for your Salesforce organization.
    FTP

    Specifies that output files will be sent to an FTP folder.

    Requires FTP credentials.
    Office 365

    Specifies that output files will be sent to document libraries on SharePoint.

    Requires Office 365 integration.

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

Add Store Document Delivery Option from the Delivery Option related list

To add or edit Store Document Delivery Option from the Delivery Option related list:

  1. In Nintex DocGen, click DocGen Packages.

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

    • Click New Delivery Option, from Type of new record, select Attach and click Continue.

    • For an existing Store Document Delivery Option, click Edit .

    Note: Store Document Delivery Options have a Record type of Attach.

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

  4. In Store As, select an option to specify how the app should store the output document.

    Attachment

    Specifies that output files will be attached to the Notes and Attachments related list of the record from which the DocGen Package was deployed.

    If you enabled the organization-wide Attachment Settings for Salesforce Files, the app stores a copy of the output file to Files.
    Box

    Specifies that output files will be stored to your Box account.

    Requires Box integration.
    Content

    Specifies output files will be stored to a folder specified the DocGen Admin.

    Requires Content enabled for your Salesforce organization.
    Content - User Selected

    User Selected specifies output files will be stored to a folder specified the user during document generation.

    Requires Content enabled for your Salesforce organization.
    FTP

    Specifies that output files will be sent to an FTP folder.

    Requires FTP credentials.
    Office 365

    Specifies that output files will be sent to document libraries on SharePoint.

    Requires Office 365 integration.

  5. Click Save.

Use the Store Document Delivery Option

Once you add the Store Document Delivery Option to your DocGen Package, you can store output documents.

To test the Store Document Delivery Option:

  1. From the starting object of the DocGen Package with the Store Document Delivery Option, select a record.

    For example, if you want to use the Store Document Delivery Option from a DocGen Package based on the Accounts object, then you would select an account record and generate documents.

  2. Select the Store Document Delivery Option and click Run.

    If you chose Content – User Selected, the user generating documents would have an option to select the library where output documents would be delivered on this screen.