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:
-
Create a new page or use an existing page and add a Documents connection
-
Utilize the Documents connection to add document generation actions
To use a document package to generate a document in Nintex Workflow:
-
Use the Run document package action
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 |