Create a document package

To generate documents, you will need to create a document package. In the document package, you can design your document templates and insert tags that will merge data into them. To design your document template, start by creating a document or uploading a document you have already created.

Creating a document package consists of the following:

Create a new document package in Nintex Workflow

To create a new document package in Nintex Workflow:

  1. In Nintex Workflow, click Documents.

  2. Click Create package. If this is the first time you are creating a new document package, then the introduction screen displays, showing you an example of how to create a document package. If you close out of the dialog using the "X" button or click Do not remind me then this dialog will not display again until you clear the cache on the browser you are using.

  3. Click Save to save the document package.

Optional:

  • To change the name of the package to something specific, open the Settings panel and change the Package name.

    Note: The package name defaults to the name of the user currently creating the package and the date and time of creation. It is recommended to name this package based on the document and data contained within the package, as the package name will need to be referenced later when creating a document action flow.

  • You can rename the generated output file by changing the Output filename. The default output package name is OutputFile.pdf.

    Caution: The maximum number of characters is limited to 200. If your file name is larger than 200 characters then the name of the file will be truncated down to reach the 200 character limit.

    You can also use a tag from the Tagger for your output filename. For more information, see Add a tag to your document package settings.

Refresh Document Package list

When any change is made to a document package, such as edits or a change in owner, the document package list needs to be refreshed. To refresh the package list, click Refresh located above the document package list. This refreshes the document package list without the need for refreshing the entire page.