Run Document Package

The Run document package action triggers a workflow action that locates a specific document package and generates a document based on the template added to the document package. This document package can be used in other workflow actions, such as the Email workflow. The Run document package workflow action utilizes document packages created within the Documents section in Nintex Workflow. This action enables workflow designers to generate consistent documents across multiple workflows and apps without reconfiguring the action each time.

For more information about creating document packages in Nintex Workflow, see Create a document package.

Add the Run Document Package action

1. Create a new workflow or open an existing workflow.

2. In the search field, search for Run document package.
3. Select the Run document package action and click and drag the action to the desired spot in the workflow.
4. Select the newly added Run document package action. This displays options to configure the workflow action.
5. In the Package field, select the document package to be referenced for this workflow action. The tags related to the document package are automatically displayed in the Tags section.
6. In the Tags section, add the desired tags for this workflow. For example, if this workflow is to create an Account Summary Letter, configure each of the tags that need to be referenced by this letter. For more information on document package tags, see Create a document package.
7. In the Output section, click + Add variable. The variable screen displays.
8. On the variable screen, click + Create variable or click Insert to insert an existing variable.
9. In the Name field, type in a name for the output. This output file is used to reference this action in other workflow actions.
10. In the Type field, select File.
11. Click Create.
12. Click Insert to insert the newly created variable.
13. Click Save to save the workflow.

Run Document Package action fields, buttons, and settings

Field	Description	Variable types
Package	Displays a list of document packages you can select. The document packages list is based on the document packages created in the Documents section of Nintex Workflow.	(n/a)
Tags	Displays a list of tags associated with the selected document package. To add or remove fields from this list, you must use the tagger from the document package. For more information, see Create a document package.	Text
Generated file	The variable that contains the name of the file. This variable can be referenced by other workflow actions. For example, an email action can reference the generated output variable to select this document package and attach it to the email.	File
Add/ Delete	Tags can only be added or removed from the document package. When adding or removing a field from the document package, the workflow list updates after saving the document package. If the fields do not show up immediately, allow twenty seconds to pass, and select the Run document package action to refresh the list.	(n/a)
Insert	Click +Insert to open the variable screen. This allows you to create a new variable that can be added and inserted into the tag field. For example, if the tag needs to reference today's date, then the Current date variable can be added to the tag.	(n/a)