Adding template files from Office 365

When adding a template to a DocGen Package, you can choose to add templates from SharePoint or Office 365. This topic describes how you can access templates from document libraries when you have integrated Office 365 with Nintex DocGen for Salesforce.

Access templates from Office 365

Before you start 

Integrate Office 365 to add files from SharePoint. For more information, see Integrations.

  1. Open or Create a DocGen Package.
  2. Select the Documents tab.
  3. Click Add Template.
  4. Select a template from the Office 365 folder under Location.
  5. Click Select
    The template is added to your DocGen Package.

For more information, see Manage templates in DocGen Packages.