Generate document

Use the Generate document action A tool for building the processes, logic, and direction within workflows. to generate template-based documents that include variables and images from your workflow. The Generate document action generates a document and replaces the placeholder tags in the original template with data and images from workflow variables that you select. The action creates one or more finished documents based on your configuration: 

  • A single PDF file.
  • Separate PDF files.
  • Same file type as the template: Word Document (*.docx), .pptx, or .xlsx.

You can even configure the Generate document action to create image tags and then insert those image tags into the templates used for outputting your documents.

You can also use the Generate document action to create a dynamic content in your document template and repeat rows, tables, or sections of data from a collection variable.

To learn more about the action, enroll in the Document generation Nintex University course.

  • Rich text is supported when values are retrieved from a submitted form or SharePoint rich text columns. However, some formats are not supported. If an unsupported format type is used, it will be ignored in the generated document. For more information about rich text support and which formats are supported, see the Rich text support for Nintex DocGen help topic.

  • The Generate Document action does not support Strict Open XML Document (*.docx) file types. If you have a template saved as Strict Open XML Document (*.docx), the Generate Document action will fail. Word Documents are the only supported .docx file type.