Batch DocGen Packages

Batch document generation is used to generate documents for multiple records at a time. When the user generates documents, an output document is created for each record. You can also get notifications with Mass DocGen Package.

To watch video tutorials on how to use this Nintex capability, take the CERT: Nintex Document Generation Expert - Nintex DocGen for Salesforce in Nintex University.

Batch document generation considerations

Before using Mass document generation and sending out documents for signing, please review the following,

  • Download Delivery Option is not supported for Mass DocGen Package.

  • Salesforce Email Delivery option is supported with Mass DocGen Package, but each delivery will count towards your daily Automated Email limits. For more information, see Mass Email Limits.

  • DocuSign Delivery Option is available for use with Mass document generation, but needs to be set up and configured before this option can be used. For more information refer to DocuSign Delivery Option.

  • Creating the Generate Document button requires some additional steps and information when using Salesforce Lighting Designer. For more information how to add the Generate Document button refer to Add Generate Documents button to Salesforce views for Lightning Designer.

Configure Mass DocGen Package

To configure Mass DocGen Package, you add the Mass DocGen Package list view buttons to the Salesforce objects from which you want to generate documents for multiple records. For more information, see Add a button to list view layouts to generate documents for multiple records.

Generate documents with Mass Document Package

Once you have a list created for the record type you want to perform the Mass document generation for, you can select multiple records to send out a document for mass generation.

  1. From the starting object of the DocGen Package with the Mass DocGen Package button (or tab), select multiple records.

  2. After the required records have been selected, click the Generate Documents button.

  3. On the Mass generation screen, select the DocGen Package to use.

  4. In the Delivery Option field, select the Delivery Option you want to use.

  5. In the Notification Type field, select the notification type you want to use. By default an email is sent out when a Mass request is started and when a batch is completed.

  6. Click the Run button.

Enable Nintex DocGen to use Salesforce reports with Mass DocGen Packages

Using 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.

Note: Mass DocGen Packages via Reports requires the Enterprise Edition and the Mass DocGen Package add-on. For more information, see Install, upgrade, or purchase Nintex DocGen.

To enable Salesforce reports for Mass DocGen Packages:

  1. In Nintex DocGen, click DocGen Admin.

  2. Under Configuration, click Settings.

  3. On Settings, under Mass DocGen Packages via Reports, click Configure.

  4. On the Remote Site Edit page, click Save.