FAQs

Read the frequently asked questions below for Nintex DocGen. Can't find what you need? Select the Feedback button to the right of your screen and let us know how we can improve this section.

I received an email notifying me of scheduled maintenance. What does this mean?

Please review our release notes page for updates.

Does document generation cease while we are installing/ updating the managed package?

Document Package generation does not cease while updating Nintex DocGen.

In the event of an issue arising due to the installation of a new package, is it possible to roll back to a previous version?

It is not possible to roll back Nintex DocGen to a previous version after the package has been updated. For users who are in charge of package deployment and updating Nintex DocGen it is recommended to first update a test or some other type of sandbox environment prior to deploying to production environments. This allows for catching of any unforeseen issues, preventing interruptions for other users and document generation.

I just received a long Error ID. It say's the Nintex staff has been notified. How can I troubleshoot?

Because Nintex DocGen for Salesforce is a managed package, Nintex receives all errors. To troubleshoot the issue, you must contact Nintex Support. You can do so by filling out this form.

When I go to a Salesforce record on a custom object, I do not see a button. What should I do?

If you are on a custom object and do not see a button, most likely you need to create a custom button. For more information, see Create a button to generate documents .

How can I assign which users have visibility of DocGen Packages?

The DocGen Package Availability window allows you to determine which users with the configured Profiles, Roles, Permission Sets, and Groups can view and run a DocGen Package. For more information, see Availability

Can I get a list of records from a related object into my document?

Yes, you can do this with Row replication. Row replication is unique for each document type. To learn more, see Replication.

I do not want to have my users push a button to generate documents. Can we have a workflow or Salesforce action trigger a DocGen Package?

Yes, we do support Automated DocGen Packages. For more information, see Apex for Nintex DocGen for Salesforce.

Can I generate documents for several DocGen Packages at one time?

Yes, we do support this. For more information, see Batch DocGen Packages.

How can I hide the contact selection list on the generate documents page?

You must add the hidecontact=true parameter to your URL button. A walkthrough for this can be seen with this video.

How can I have a contact automatically selected for the first step on the generate documents page?

You must add the contactid parameter to your URL button. For more information, see Contact under Button Wizard field reference.

What is the difference between Row Replication and Table Replication?

Row replication produces a new line within a table for each child record related to a parent object, while table replication produces a new table of data for each child record related to a parent object. For more information, see Replication.

My Scheduled DocGen Packages stopped running. How do I fix this?

Most likely, the credentials used to authorize Scheduled DocGen Packages have changed or are no longer valid. A Salesforce administrator needs to authorize the app again. For more information, see Authorize Nintex DocGen.

My users receive a message saying "You do not have access to the LOOP Custom Objects". What does this mean?

This means they do not have read permissions to the custom objects related to the LOOP package. You must Deploy LOOP to their profile.

How can I upgrade to the latest version of the app?

Upgrading the app is the same as installing the app. For more information, see Install, upgrade, or purchase Nintex DocGen.

How do I tag my document for contact roles?

It depends on which object your contact roles related list is on. Either way it will require a relationship between your contact role object, the object on which you based your DocGen Package, and a unique tagging process. To see an example of a document tagged for Opportunity Contact Roles, watch the following video.

How do I replace my documents?

Go into your DocGen Package, double-click the document you would like to replace, and then click replace document. Browse to find your new document and upload it. You can watch this step by step video on how to replace your document

What language support does Nintex DocGen for Salesforce include?

• Danish
• Dutch
• English
• Finnish
• French
• German
• Italian
• Japanese
• Portuguese
• Spanish
• Swedish

What determines the time zone used in a Scheduled DocGen Packages?

The time zone used in Scheduled DocGen Packages is dependent on the time zone of the browser being used by the DocGen Package Admin.

How do I switch my interface to the Salesforce Classic designer?

By default the Salesforce Lightning designer loads for all users of Nintex DocGen. For users who would like to continue to use the Salesforce Classic designer interface you can still switch over to Classic designer through your Salesforce profile. For more information on switching to Salesforce Classic, refer to switching to Salesforce Classic.

Who receives Outbound Message errors?

The primary recipient is the User to Send As in the Outbound Message settings. If we are able to pull valid DocGen Package info, the error will also be emailed to the DocGen Package Owner. An instance where we are not able to pull valid DocGen Package info is if there was no DocGen Package Id supplied or the DocGen Package has been deleted or the User to Send As does not have access to the DocGen Package for the Id specified.

How do I turn on Salesforce Files Sync?

You can use Salesforce Files Sync with Pause to Edit, but first you have to configure Salesforce Files Sync. It's a three-step process.

1. Enable Salesforce Files Sync for your organization.
2. Enable the Sync File permission on your profile.
3. Download and install the Salesforce Files Sync client onto your computer.

   For more information, see Enable Salesforce Files Sync, Grant Users Access to Salesforce Files Sync, and Install Salesforce Files Sync as well as the Stack Exchange question, How to enable Salesforce Files Sync?

What are the report formats supported by Nintex DocGen for Salesforce?

Nintex DocGen for Salesforce supports the Summary and Tabular Salesforce report formats.

What is my Organization ID (Org ID) and how can I locate it?

Your organization ID is the unique identify for your Salesforce identity. You will need this ID when opening a case with Nintex support. You can find your Org ID on the right-hand corner of the Nintex Admin tab.