Documents

Note: Capabilities under the Documents section in Nintex Workflow are available to users of Nintex Workflow Professional and above.

The Documents section in Nintex Workflow allows for the creation of document packages where you can upload, create, and tag document templates. You can then use the document packages to generate documents in:

  • Nintex Apps: using the documents connection and associated document actions

  • Nintex Workflow: using the Run document package action

To generate documents in Nintex Apps or Nintex Workflow, you first need to:

To use a document package to generate a document in Nintex Apps:

To use a document package to generate a document in Nintex Workflow:

Document package permissions in Nintex Workflow

Permissions for document generation can be broken down into two sets:

  • Designing document packages

  • Running document packages

Permissions

Permissions for document packages use the Nintex Workflow roles with the addition of the following permissions:

Permission Participant Designer Developer Automation administrator Global administrator
Design          
Create/Edit/Delete Document Packages   X X X X
           
Run          
Run any package X X X X X
See my document package run history X X X X X
See anyone's document package run history   X X X X
View/Download my generated documents X X X X X
View/Download anyone's generated documents       X X