DocGen Package Designer

You can start designing your Document DocGen Package using Nintex DocGen's Lightning designer. Nintex DocGen's designer is built on Salesforce Lightning and contains the same improvements and enhancements that comes with Salesforce Lightning. Nintex DocGen also supports the use of the legacy Classic designer available in Salesforce Classic.

The Lighting Experience DocGen Designer is an enhanced experience over the Classic designer. To get started using the Lightning designer review the following topics:

create a new Document Package,
create and edit a document,
set up third-party integrations, such as DocuSign and
create and send out batch documents.

Note: Users on Nintex DocGen version 19.6 or earlier need to enable Lightning Designer through Nintex Admin. Refer to Enable Lightning Designer through Nintex Admin on how to enable the Lightning Designer for Nintex DocGen.

Moving from Salesforce Classic

For users moving from Salesforce Classic to Sales Lightning Designer, refer to Document Package Designer - Differences between Classic and Lightning for more information on the differences between the Classic experience and Lightning experience and how to enable the Lightning Designer. For more information on Document Packages refer to DocGen Package.