Use files stored in Google Drive as Templates

Use Nintex DocGen for Salesforce's DocGen Package A customizable package that consists of your Salesforce data, documents, and delivery configurations for documents you want to generate. templates A document/file that can be added to a DocGen Package. Data can be filled into the document/file. with files stored in Google Drive. Nintex DocGen only supports Microsoft Office files such as Microsoft Word, Microsoft Excel, and Microsoft PowerPoint, so you will only be able to use the files stored in Google Drive.

Google Drive is a cloud storage service which allows you to store files beyond the limits of your hard drive. You can store any kind of file in Google Drive, such as documents, photos, and videos.

Note: Google Docs and Google Sheet file types are currently not supported in Nintex DocGen.

1. Confirm file storage settings in Google Drive

Ensure that the file storage settings in your Google Drive account are configured correctly to add documents as templates for your DocGen Packages.

1. In your Google Drive account, navigate to the top right corner and click .
2. Click Settings.
3. Confirm that the Convert upload check box is unchecked to prevent Google from turning your Microsoft Office files into Google Doc formats or file types.
4. Click Done.

2. Upload files to Google Drive

You can upload template files to the desired location in your Google Drive account. For more information , see Upload files and folders to Google Drive.

Google Drive displays icons next to each file that is uploaded to your drive.

Microsoft Word files have a icon indicating that the file is still in Microsoft Word format. Google Doc format files have a icon indicating that the file is in Google Docs format.

Note: Any files in Google Doc format with the icon will not be supported as a template in Nintex DocGen.

3. Retrieve shareable file links

You can share your Google Doc files by sharing a link with others directly from your Google Drive account. You can use a Google Drive link generator or follow the steps below to generate your link.

1. To view your files in List view, click in the top right corner.
2. Right click on the template file, then select Copy link. The shareable link to your template document will be copied to your clipboard automatically.
3. Open a notepad and paste the copied link. In order for the link to work properly with Nintex DocGen, you will have to alter the link.
4. Copy the ID portion of the link (the section after "d/" and before "/edit"). For example, the link copy and pasted in step c. should be structured like the following, with the bold portion representing the ID portion of the link: https://docs.google.com/document/d/2aN0Xsu3j-c76605_GQDacq00ZSohC9e0/edit?usp=drive_link&ouid=113036651416182851138&rtpof=true&sd=true

1. Paste the ID into the URL below, replacing the example ID shown here:
https://drive.google.com/uc?id=2aN0Xsu3j-c76605_GQDacq00ZSohC9e0
2. Copy the URL.

For more information , see Share files from Google Drive.

4. Create a new referenced document in Salesforce

Add documents stored in your Google Drive account using the shareable link created as described in Use files stored in Google Drive as Templates. Nintex DocGen will copy the document into your DocGen Package and use it as a template.

The following steps are not yet supported in the Lightning Experience DocGen Designer.

 

1. From the Nintex DocGen homepage, click the Documents tab.
2. Select the folder you want to add the Microsoft Word link to.
3. Click New Document.

Note: If you don't see the New Document option, check your permissions. For more information, see Manage user permissions and licences

4. Enter the required details:
   • Document Name: Enter what you want to call the document.
   • Document Unique Name: Enter a unique name for the document.
   • Internal Use Only: Check this box if you want the document to be available only to users in the organization.
   • Externally Available Image: Check this box if the you want to include an image that can be available for any user.
   • Folder: The folder location where the document is stored.
   • Description: This field is optional. Describe the document.
   • Keywords: This field is optional. Enter words that relate to the document.
5. In the Select the File section, select Create a reference link to the file. Enter a file location that others can access option.
6. Enter the altered shareable link from your Google Drive account, as described inUse files stored in Google Drive as Templates, Step 4.
7. Click Save.

For more information on the fields and buttons, see Upload a new document fields, buttons, and settings.

5. Add the document as a template to your DocGen package

The following steps are not yet supported in the Lightning Experience DocGen Designer.

 

1. From the Nintex DocGen homepage, click DocGen Packages.
2. Open the DocGen Package you want to add the document to.
3. In the Select Files section, select the folder where you added the document from your Google Drive account.
4. Click Save.

For more information, see DocGen Packages.