Nintex DocGen

New Run document package Workflow action

We've added a new Workflow action called Run document package, now available for workflows that require document generation. This action enables you to generate consistent documents across multiple workflows and apps - without the need to reconfigure each time.

The 'Run document package' action expands our suite of powerful document automation tools, designed to meet a wide range of document generation needs. To use it, simply add the action to your workflow, select the appropriate document package, and define the desired tags. The action will then use the templates and tags from the document package to generate the document automatically. For more information on this action, see Run document package.

Instances management

The new Instances page under Documents in Nintex Workflow makes it easy for you to view all instances of your document package runs from Nintex Apps and Nintex Workflow. View instances to check their status, investigate failed runs, troubleshoot errors, or delete old instances.

The Instances table lists details of all package runs, starting from the most recent. The details listed include the document package name, instance start date, completion status, and the name of the user that initiated the instance. You can use filters on the page to search for particular instances. Clicking on an individual instance will drill down to more details on the Instance details panel, from where you can also download the output file for a document package, view any errors, create a Support ticket, or delete the instance. For more information on the Instances page, see Instances.

Nintex DocGen now available in all regions

Nintex DocGen is now available to Nintex Workflow users across all regions. It was previously only available in West US and Australia.

Resolved issues

Newly created tags are now auto-saved to prevent data loss when uploading or editing document package templates.

Refresh DocGen Package list

You can now refresh the document package list in the Documents tab to get changes and any new packages added to the list without needing to refresh the entire page. Click the Refresh button above the package list to refresh the data displayed in the list such as updates to the template, changes to the package owner, or for any new packages added.

Resolved issues

• Fixed an issue where the field tagger would not display by default when opening the designer.

• Updated text in the Settings pane for the Output filename field. Updated text "Output package filename" to "Output filename".

Microsoft editor and Nintex Documents tagger add-in

You can now view and edit your Microsoft document templates within the document package designer.

With the new Nintex Documents add-in, you can use the tagger within the editor to tag your documents, without having to switch tabs. For more information on using the editor and tagger, see Create a document package.

Resolved issue

Fixed an issue with extensions in output document file names.

The following enhancements have been made to Nintex DocGen:

• Added the ability to create a blank template in a Document Package.

• Added the ability to name the output file generated from the Document Package.

For more information on how to use these enhancements refer to the following help article: Create a document package

Release of Nintex DocGen Documents connection into Nintex Apps.

• Documents connection: Use the new Documents connection and the associated document actions to generate a document using Nintex DocGen. With this connection, you can add a button to a page that is used to generate a document through an action flow. For more information, see the Document generation connection and models help topic.