Document Package Designer - Differences between Classic and Lightning

Document Package Designer Classic is the legacy designer used with Salesforce Classic. Salesforce now uses a new interface called Salesforce Lightning that contains many improvements to usability and design. Nintex DocGen uses a Salesforce Lightning designer while using Salesforce Lightning to utilize the design and usability improvements of the new interface.

This section covers the main changes you will need to know about making the switch from using Nintex DocGen in Salesforce Classic to the Lighting designer in Salesforce Lightning. The following table lists the key feature locations and key differences between Salesforce Classic and Salesforce Lightning with use of Nintex DocGen.

Salesforce Classic	Salesforce Lightning	Where to find it in Salesforce Lightning	Details
Set Security drop-down	Availability	Pane under DocGen Packages	The Security Type from Salesforce Classic is not available in the Salesforce Lightning Designer; however, the settings configured for DocGen Packages created in Salesforce Classic are preserved. We recommend that you change the Security Type to Match Profile OR Role in Salesforce Classic. See Availability.
Record type	Starting Object	Data > DocGen Package Details	Selects the object your DocGen Package will be run from.
Unrelated Data type under Relationships	Stand Alone Data	Data > Relationships	Creates a link to an object that is not directly related to your starting object.
Salesforce Object type under Relationships	Relationships from <<Object of DocGen Package>>	Data > Relationships	Displays the objects that are lookups or related to the starting object of your DocGen Package.
Templates management (via Select Files drop-down (in Adobe Flash Player))	Documents	Tab under DocGen Package	In the Salesforce Lightning Designer, you can manage your templates from the Documents tab.
Related by list (under Relationships)	Relationships pane	Data tab	In the Salesforce Lightning Designer, Relationships display in a tree. We recommend that you check for broken relationships. Note: Relationships that are linked from a Lookup field to another relationship that is also linked from a Lookup field are not supported. See Relationships
Content libraries	Salesforce libraries	Documents tab	Selects a document that is stored in Salesforce Files libraries.
Section Label	End User Label	Documents > Include Template, when you select the Optionally option.	Provides a label in the UI when running a DocGen Package for the selected optional document.
Keep Word formulas	Convert Word fields to Text	Delivery tab	If enabled, this option will convert merged fields in Word to their text output.
Delivery options were visible on the page in a related list	Delivery Options	Delivery tab	Configure a delivery option from the Delivery tab under Delivery Options. See Delivery Options
Turn Tracking On	Track Changes in Word Documents	Delivery > Document Output Type, when you select the Same as Original option	If returned an original Word document, this option turns on tracking within the file.
Test DocGen Package button	Test DocGen Package pane under DocGen Packages	Authorize & Run button (see notes about LEDD)	When testing a DocGen Package in the Salesforce Lightning Designer, the Authorize & Run button only displays as a selectable option when the DocGen Package is completed with the required items such as Data, Documents, and Delivery. The DocGen Package Steps pane lists the above items to be completed before a DocGen Package is ready to be tested or run. Once all items are completed, the DocGen Package Steps pane flips to show the Test DocGen Package pane, and the Authorize & Run button displays. See Test DocGen Packages
Document Output Type options: PDF Separate PDF's Originals PDF and Originals	Document Output Type options: Single PDF and Same as Original Same as Original Separate PDF Files Single PDF	Documents > Delivery option setting	Defines the output file format of the document templates for the given delivery option.
Record IDs (located in the URL when navigating to the Document Package Designer, Delop, and Relationship record details) Created/Modified details in the Document Package Designer, Delop, and Relationship record details	DocGen Metadata pane	View Metadata in the upper right-hand corner, (down triangle)	Record IDs and the Created/Modified details display in the DocGen Metadata pane. See DocGen metadata
New Document button	Documents > Add Template	Upload feature	Previously in Salesforce Classic, the New Document button opened new screen where a user could upload a document. Now, the Salesforce Lightning Designer upload feature is in the same screen as your DocGen Package. See Manage templates in DocGen Packages
Email as: email body	Available as Email Body for Delivery option	Documents tab	Configures the Word template to be available as the template for the email body for Salesforce or SMTP delivery options.
Allow / Require Document Storage	Ad Hoc Files	Documents > Additional Documents	Configure whether the generated documents are to be uploaded to saved as attachments to the originate record optionally or required.
Wait for document to process / Autosend	Processing Options	Delivery > Delivery option setting	Both features apply to the DocGen User experience when generating documents. Waiting for document to process hide or show the progress indicator. Auto Send displays a link to download the final generated document(s) along with a button to the document(s) to their intended location (eSignature, Email, Storage Location, etc.) These features are combined into one interlinked setting with the following options: On Screen and Preview Before Sending: Displays the progress bar with the download link and send button On Screen and Auto Send: Displays the progress bar, and auto sends the document(s) Automatically Process and Send: No progress is displayed, and auto send the document(s)
Store As	Storage Location	Delivery tab	The Store As setting for delivery options has been broken out to its own delivery method. To create a delivery option that delivers the document to a location and also stores it, you first add your desired delivery option to the document package and then add a Storage Location configuration to the delivery option.