Documents

Note: 
  • Solutions is currently in beta. The changes described in this topic are only available to the customers participating in the beta program. For more information, see the Nintex Beta terms document.

  • Availability of this feature depends on your license and requires switching to the Nintex CE Platform. For information about the Nintex CE Platform, see Platform Experience; for information about your license, reach out to your Account Manager; and for information about trialing this feature, see Free Trials.

The Documents page lets you create new document packages and manage and deploy existing document packages.

Jump to:

View documents in a solution

  1. Go to Solutions > All solutions.

  2. Select the solution you want to access from the drop-down. This opens a list of assets in the solution.

  3. On the submenu, click Documents.

Create a document

  1. On the Assets page, click Create asset.

  2. Select Document from the drop down list.

A document package preview pane appears. You can create a template, upload a Word file, and save the document package. For more information about the document template and packages, see Create a document package and Add templates to your document package.

Manage documents

You can edit and delete documents with the options available in the Assets page.

Important:  Assets inherit design-time permissions from the solution. To give users design-time access to an asset, add them to the solution with the appropriate solution role. For more information, see Assets.

Each document on the Assets page has an options menu with actions relevant to that document. Some options are common to all documents, while others depend on the document type or status.

  • To open the options menu, find the document you want and click that's displayed on the right of the document.

For information about the different options available, see Document options () .

Edit a document

  • On the Assets page, click the name of the document you want to open, or click next to the document and select Open.

Delete a document

  • On the Assets page, click next to the document and select Delete.

Documents columns, settings, and selections

Asset type Column, setting, or selection Description
Documents Name

Name specified when the document was created or saved.
 

Last edited

The date and time that the document was saved or published.

 

Edited by

The name of the user who saved or published the document.

 

Document options ()

Lists selections relevant to the indicated document.

  • Edit: Opens the document package preview pane.
  • Delete: Deletes the document from the solution.