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Enable the Lightning Experience DocGen Designer

Enable the Lightning Experience DocGen Designer for end-users by installing Nintex Drawloop DocGen through the Salesforce AppExchange. You must have the latest version of Nintex Drawloop DocGen to access the Lightning experience.

  1. Download or upgrade the latest version of Nintex Drawloop DocGen from the Salesforce AppExchange here.
  2. Once you have installed or upgraded, navigate to the App Launcher by selecting the in the upper left corner and select Nintex DocGen.
  3. Select the DocGen Admin tab.
  4. At the top of the DocGen Admin page, switch the Enable Lightning Designer toggle to Active.

    You can now access the Lightning Experience DocGen Designer.

Enable Nintex Drawloop DocGen for Mobile Users

To enable Nintex Drawloop DocGen for mobile users to generate documents using Salesforce1, you can create an action in Salesforce Classic Experience. Simply add the page layout of the object your Salesforce1 users will use to generate documents.

Follow the directions here to enable mobile users to generate documents from Salesforce1.

To view video tutorials on how to use this Nintex capability, take the Nintex Drawloop DocGen for Salesforce - Intermediate course in Nintex University.