Download Delivery Method

The Download Delivery method is the most common and default delivery method. For generated documents, the Download Delivery method will download the document to your computer.

Use the Download Delivery Method

Create a new DocGen Package by following the steps in DocGen Packages
Once you have created your DocGen Package, click the Delivery tab.
In the Select Delivery Method or Storage Location window, click Download.

Note: You must complete any fields that are marked with an asterisk (*).

Complete the required delivery option fields:
1. Delivery Option Name*
2. Document Output Type*
3. Make DocGen Package Available On*
  - Lists and Reports
  - Individual Records

Note: There is a reference table below detailing the fields.

Click Save.

Test the Download Delivery Method in the DocGen Package Tester

Once you add the Download delivery method to your DocGen Package, you can download your output to your computer after testing them.

Navigate to the App Launcher by selecting the in the upper left corner, select Nintex DocGen.
Select the DocGen Packages tab.

Select the DocGen Package that contains the Download Delivery Method.
Select a Record to use to test run the DocGen Package.
Select Download as the Delivery Option.
Click Run Test or Run DocGen Package.

Nintex DocGen will generate the document as a PDF to download.

To download the file, click it.

Delivery Options Reference fields

Delivery Options

Field	Description
Delivery Option Name*	Specify the name of the delivery option. The user who generates documents sees this name in the delivery option at runtime.
Document Output Type*	Single PDF: Combine all documents into a single PDF so that the output will be a single PDF. Separate PDF Files: Deliver separate PDFs. Same as Original: Deliver individual files in the same format that the template used. Track Changes in Word Docs: Enable this option to turn on the Track Changes feature in Microsoft Word. Single PDF and Same as Original: Delivers a single PDF and individual files in the same format as the template used. Track Changes in Word Docs: Enable this option to turn on the Track Changes feature in Microsoft Word.
Make Delivery Option Available On*	Select one or both of these options to choose where you want your DocGen Package to be available on. Lists and Reports: Allow the DocGen Package to be available on lists A DocGen Run that is starts from a user's action, implicitly started (such as changing a field), or a scheduled process. Also known as Auto Run. and reports Salesforce says, "A report returns a set of records that meets certain criteria, and displays it in organized rows and columns.". Individual Records: Allow the DocGen Package to be available on the data associated with your starting object.
Processing Options	Automatically Process and Send: Send the processed DocGen Package without preview. On Screen and Auto Send: Show a process bar that displays the progress of the DocGen Package that is being created and then automatically send the DocGen Package. On Screen and Preview Before Sending: Show the process bar and preview the generated document. Preview Step Help Text: This field appears if On Screen and Preview Before Sending is selected. The text that displays here will be a preview step during document generation.
Help Text	Type a note or hint for the delivery option you've configured and the hint will display at runtime.
You must complete any fields that are marked with an asterisk (*).