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Install or upgrade

This topic covers how to install or upgrade Nintex Drawloop DocGen. Ensure that you have purchased Nintex Drawloop DocGen before performing these steps, then find the installation or upgrade below that you want to perform. Government cloud organizations are required to Install or upgrade from within Salesforce Lightning.

Caution: Before upgrading Nintex Drawloop DocGen for a production org, you must install on a sandbox org and complete thorough testing.

Install or upgrade from within Salesforce Lightning

All customers within their Salesforce Lightning org can perform these steps to install or upgrade Nintex Drawloop DocGen.

Important: Government cloud organizations are required to use these steps to install or upgrade Nintex Drawloop DocGen.

  1. In Salesforce Lightning, click > View All > Visit AppExchange. The AppExchange Home screen appears.
  2. Type Nintex Drawloop DocGen in the Search AppExchange field and select Enter.
  3. Select and download the Nintex Drawloop DocGen app.

Note: Salesforce may prompt you to log into your account. Use the credentials for the Salesforce org where you intend to install the package, and allow access when prompted.

  1. Do one of the following:
  • Install: Choose a production or sandbox org for your installation.
  • Upgrade: Choose a sandbox org and complete thorough testing before upgrading a production org
  1. Agree to the terms and conditions and confirm your installation.
  2. Select Install for All Users and click Install or Upgrade. Nintex recommends the Install for All Users option. During an upgrade, this option enables read/edit permissions to any new objects and fields that are included in the upgrade. See Install options.

Note: A message that says that the app is taking a long time to install may appear. If this happens, you will receive an email notification after the install. After you receive the email, click Done.

  • In some scenarios, such as a first-time installation, you may need to approve third-party access upon first installation or when prompted:
    1. In Approve Third-Party Access, select Yes, grant access to these third-party web sites.
    1. Click Continue.

Additional install or upgrade options

Below are additional install or upgrade options.

Install or upgrade from the Salesforce AppExchange

If you're unable to install or upgrade Nintex Drawloop DocGen in Salesforce Lightning, or if you're using Salesforce Classic, you can download the app directly from the Salesforce AppExchange.

Important: You must have the user permissions to download AppExchange packages before performing the following steps. For more information, see Installing Packages in Salesforce Application Installation Guide.

  1. Visit Nintex Drawloop DocGen in the Salesforce AppExchange, and click Get It Now.

Note: Salesforce may prompt you to log into your account. Use the credentials for the Salesforce org where you intend to install the package.

  1. Do one of the following:
  • Install: Choose a production or sandbox org for your installation.
  • Upgrade: Choose a sandbox org and complete thorough testing before upgrading a production org.
  1. Agree to the terms and conditions and confirm your installation.

Note:  You may be prompted to log in to Salesforce again.

  1. Select Install for All Users and click Install or Upgrade. Nintex recommends the Install for All Users option. During an upgrade, this option enables read/edit permissions to any new objects and fields that are included in the upgrade. See Install options.
  • In some scenarios, such as a first-time installation, you may need to approve third-party access upon first installation or when prompted:
    a. In Approve Third-Party Access, select Yes, grant access to these third-party web sites.
    b. Click Continue.

Install options

During a Nintex Drawloop DocGen installation or upgrade, you'll notice 3 install options that allow you to determine who will receive the install or upgrade. Although Nintex recommends selecting the Install for All Users option, there may be use cases where you would need to select one of the 2 install options below:

Install options Use case examples Instructions Notes
Install for Admins Only*

The Install for Admins Only option can be used in situations where the admin wants to perform testing of the latest Nintex Drawloop DocGen version. Once testing is complete, the admin can choose to implement the latest version to other profiles.

Select the Install for Admins Only option and click Install.

 

Important:  *The Install for Admins Only option is NOT recommended for an upgrade. Existing users may experience errors until their profiles have been updated to include read permissions to any new objects or fields.

  • For install, the Install for Admins Only option is recommended only if you can't use other 2 options. To enable access for non-administrative users in your organization, you will have to deploy custom objects for the app.
Install for Specific Profiles The Install for Specific Profiles option can be used to restrict access to the objects and fields in Nintex Drawloop DocGen.

Under Select Specific Profiles, you can set all profile access levels at once by setting the Set access level for all profiles to drop-down list to one of the following options:

  • No Access
  • Full Access
  • Drawloop User - For profiles that only need to generate documents
  • Drawloop Admin

Once an option is selected, click Set.

The 4 options above can also be set for each profile.

Once the access levels are selected for each profile, click Upgrade.

  • The No Access, Full Access, Drawloop User, and Drawloop Admin options are security settings that determine access to the custom objects and components installed in the package. It doesn't affect permissions for existing objects.
  • To provide access to additional profiles at a later time, you need to edit field-level security and assign permissions. See DocGen User Permissions.

After installing or upgrading Nintex Drawloop DocGen

After the Nintex Drawloop DocGen installation or upgrade is complete, you can perform the following.

Note: The steps below are optional.

Confirm the installation or upgrade

To confirm that your installation or upgrade was successful, perform one of the following options:

Confirm in Salesforce Lightning

  1. In the Salesforce Setup pane, go to Platform Tools.
  2. Expand Apps > Packaging.
  3. Click Installed Packages and verify that Nintex DocGen is listed.

Confirm in Salesforce Classic

  1. In the Salesforce Setup pane, go to Build.
  2. Click Installed Packages and verify that Nintex DocGen is listed.

Copy a sample DocGen Package

Want a sample DocGen Package to help you get started using Nintex Drawloop DocGen? After installing or upgrading Nintex Drawloop DocGen, you can use the Drawloop DocGen Setup Wizard from the DocGen Admin tab to copy sample DocGen Package into your Salesforce org, and begin generating customized documents.