DocGen Package Designer

You can start designing your DocGen Package using the Lightning designer in Nintex DocGen for Salesforce. Built on the Salesforce Lightning framework, it provides the same improvements and enhancements that Lightning offers. The tool also supports the legacy Classic designer, which remains 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.

• Create and send out batch documents.

Switching between Salesforce Classic and Lightning

For information on switching between Salesforce Classic and Lightning, see Switching between Salesforce Lightning and Classic .

For more information on Document Packages, see DocGen Package.