Salesforce security changes require all Nintex DocGen for Salesforce customers to upgrade and transition to the Nintex DocGen for Salesforce Modern connected app by September 30, 2026. Failure to upgrade may result in Nintex DocGen for Salesforce becoming inoperable. See Use Connected Apps with OAuth Policies for the required steps.
Documents
Documents are the templates or files that your Salesforce data will be merged into. In the Documents tab of your DocGen Package, you can view basic information for your template details such as name, page range, etc. You'll notice that the tab contains the following sections: