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Manage templates in DocGen Packages

Here you'll learn how to add, edit, and manage templates in your DocGen PackageA "package" consisting of data from Salesforce, your created template, and the output of where and how your documents will be delivered.. By default, Nintex Drawloop DocGen includes all templateA file in Salesforce Files or Libraries that is added to your document generation package. This file type is typically a Word file. When tags are added to this file, it becomes dynamic as data is merged from Salesforce and into the template. files from your DocGen Package in your output document. You can configure desired templates or have files dynamically added to your output document based on the state of your Salesforce data.

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

Before you start 

Add templates to a DocGen Package

Before you add a template to a DocGen Package, ensure that you first upload your template document to Salesforce files. Then, create a Salesforce Library to store your template documents, and ensure that your users have access to it. See Upload and Share Files in the Salesforce help. Once that is completed, you're ready to add your template to a DocGen Package:

  1. Open or Create a DocGen Package.
  2. Select the Documents tab.
  3. Click Add Template.
  4. Locate your email template document in the appropriate folder under Location, and select the document.
  5. Click Select.

The template is added to your DocGen Package.

Edit template details in a DocGen Package

Once your template is added to your DocGen Package, you can edit the DocGen Package details:

  1. Open a DocGen Package that has a template uploaded to it.
  2. Select the Documents tab.
  3. Do one of the following to edit a DocGen Package:
    • Click (down triangle) and select Edit.
    • Select (pencil) next to the field you want to edit in the package.
  4. Make required edits in the fields.

Note: By default, the template name is saved as the name of the document.

Tip: File names remain the same until changed. Renaming documents can help you better manage your DocGen Packages and understand what the template is used for.

  1. Click Save.

Remove templates from a DocGen Package

If you've added the wrong template to your DocGen Package, you can easily remove it:

  1. Open a DocGen Package that has a template uploaded to it.

  2. Select the Documents tab.
  3. Click  (down triangle) and select Remove.
  4. On the Remove Template message, click Remove to confirm.

Reorder templates in a DocGen Package using Sort Mode

If you have multiple templates in a DocGen Package, you can enable Sort Mode to reorder templates in the order that you want them to appear in DocGen Package run output. Follow these steps to reorder your templates using Sort Mode.

  1. Open a DocGen Package that contains multiple templates.
  2. Click the Documents tab.
  3. Do one of the following to enable Sort Mode and reorder the templates:
    • Click (down triangle) > Enter Sort Mode. Then, drag and drop a template in the order that you'd like it to appear in the DocGen Run output. Once the template is dropped into place, the new template order immediately saves with message, "Item moved successfully."
    • Click (drag an drop) on a template and drag and drop the template into a new order. This automatically enables Sort Mode. The new template order immediately saves with message, "Item moved successfully."
  4. (Optional) Click Exit sorting to return to a detailed view of each template and to make additional configurations and changes if needed.

 

Pause template delivery to edit the file

Available only with Enterprise Edition

You can configure the Pause to Edit feature which allows you to pause the template delivery so that you can manually edit the file before Nintex Drawloop DocGen sends the final output document to the recipient.

Although you can configure the pause template delivery feature in the Lightning Experience DocGen Designer, the pause template delivery is not yet supported in the DocGen Lightning Component or the Test DocGen Package feature.

  1. Open a DocGen Package that has a template uploaded to it.
  2. Click the Documents tab.
  3. Select (pencil) next to the Pause to Edit check box, then select the check box.
  4. Click Save.
  5. Run the DocGen Package from a button.

Note:  If you run the DocGen Package in the DocGen Lightning Component or Test DocGen Package feature, the template delivery will not pause.

  1. When prompted, download the document and make your edits.
  2. Re-upload the document to your Salesforce files and Library and ensure that your user has access to it.
  3. In the Documents tab, replace the document with the edited version by clicking in the File box.
  4. A new screen opens in the Classic Experience.
  5. Replace the document by clicking Replace Document.

Merge multiple template files into a single output file

Available only with Enterprise Edition

You can merge Microsoft Word, Microsoft Excel, and Microsoft PowerPoint template files into one single output with a DocGen Package. By merging multiple template files into one allows you to be able to make several documents optional, but still include them in a single document.

Merge Microsoft Word documents

Merging Microsoft Word files in a DocGen Package allows you to break up a document into different sections and make them optional as needed. The output will be in Microsoft Word format.

Merge Microsoft Excel documents

Merge Microsoft PowerPoint documents