Manage templates in DocGen Packages

Here you'll learn how to add, edit, and manage templates in your DocGen PackageA customizable package that consists of your Salesforce data, documents, and delivery configurations for documents you want to generate.. By default, Nintex Drawloop DocGen includes all templateA document/file that can be added to a DocGen Package. Data can be filled into the document/file. 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 watch video tutorials on how to use this Nintex capability, take the SELF: Nintex Drawloop DocGen - Expert in Nintex University.

Before you start 

Add templates to a DocGen Package

There are two ways to add your template to a DocGen Package:

Option 1: Upload your template to Salesforce before adding it to a DocGen Package.

Before you add a template to a DocGen Package with option 1, you must 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.

Now you're ready to perform the following in a DocGen Package:

  1. Open or Create a DocGen Package.
  2. Select the Documents tab.
  3. Click Add Template.
  4. Do one of the following methods:
    • Method 1 - Select a template by navigating through a folder structure: Under LOCATION, open the required folder, select the document, and click Select. The template is added to your DocGen Package.
    • Note: You can also select a template from Office 365. If you don't see the Office 365 folder under Location, you'll need to configure Office 365. See Add Office 365 to Nintex Drawloop DocGen.

    • Method 2 - Select a template by searching existing files: Type a file name in the Search Files field and click Search. Your file displays. Click the file that you want and click Select. The template is added to your DocGen Package.

Option 2 - Add the template directly from a DocGen Package.

Add a template without having to first upload a file to Salesforce as described in option 1.

  1. Open or Create a DocGen Package.
  2. Select the Documents tab.
  3. Click Add Template.
  4. Do one of the following:

    • Click Upload Files and select the file from your computer.
    • Drag a file from your computer and drop it into the Or drop files space or over the Upload Files button.

    The Upload Files dialog box appears and shows the upload progress.

  5. After the upload is complete, click Done. The Select Template Location dialog box appears.
  6. Select a location to add the file to and click Select Template Location.
  7. Note: You can also store your template within sub folders.

    The template is added to the 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 arrow and select Edit.
    • Select Edit 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 arrow 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 arrow > 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 and 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 Edit 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 New window 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