Create new DocGen Packages with the DocGen Package Wizard

Once you have successfully deployed Nintex Drawloop DocGen® for Salesforce, you can begin defining relationships for your Salesforce data, creating templates to generate documents based on the data, and determining where and how output documents will be delivered. You store all of this data in a DocGen Package.

Some elements of a DocGen Package include:

DocGen Package Files - Which template files will be used. One or several documents can be included in one DocGen Package. Example: A quote DocGen Package can contain Product Descriptions + Quote Template + Terms and Conditions + Exhibits.
Delivery Options - Methods for sending files returned to you by a DocGen Package. Some options include Salesforce Email, storing your document back to Salesforce, or downloading your files.
Relationships - Which object data will be used inside of your template files.
Insert-Updates - Which records will be updated every time a DocGen Package is processed. Example: You can update the Opportunity Stage field to Proposal Sent every time you send a Proposal DocGen Package.
Form Fields - Fields that users can leverage in order to merge information that is not persisted in Salesforce
Security - Which users will be able to run a DocGen Package. You can use Salesforce Profiles, Roles, Permission Sets, and User Groups to restrict which users can run DocGen Packages.

Create a new DocGen Package using the DocGen Package Wizard

To begin, navigate to DocGen Packages and select the New button on the DocGen Packages list view.

Creating a new DocGen Package will initiate the DocGen Package Wizard.

Note: The DocGen Package Wizard is only visible when creating NEW DocGen Packages. It will not be seen when editing DocGen Packages. Also, it is important to note that the DocGen Package Wizard excludes features that you can configure when editing DocGen Packages on the DocGen Package Detail Page. For example, you can filter Relationships, add multiple fields to an Insert-Update, and identify whether output from some templates should be included in output.

Basics

The Basics tab controls general information about the DocGen Package: what the name will be, which object it will be deployed from, and which profiles will be able to run the DocGen Package.

Basics tab field reference

Fill in all relevant fields to your use case.

Section name	Field name	Description
Information	DocGen Package Name	This is the DocGen Package Display Name. It is for internal use and is how the DocGen Package will be identified in Section 2 of the run DocGen Package page.
	Type	Specifies what you will use this DocGen Package for. Nintex collects this information.
	Description	For internal use in your organization. You can search for a DocGen Package by its description text using the Advanced Search feature in Salesforce.
	Output Filename	This is the name of the final output. It can be dynamically named by using a field from the Tag Documents tab within the DocGen Package Wizard.
	DocGen PackageStarting Object	This selection relates a DocGen Package to a Salesforce object. Once the object is selected, DocGen Users must navigate to records on the chosen object to access the new DocGen Package. Details on how to select a custom object can be found in the next section.
	Object Name	Only available if you select Other from DocGen PackageStarting Object. Specifies the custom object to use as the DocGen PackageStarting Object. For more information, see Add a button that generates documents in Classic Experience .
Options	Contact Selection Required	Select this option if contact data is needed in the DocGen Package or you plan to email your DocGen Package to a contact.
	Include Attachments	Allow or require users to select documents attached to the DocGen Package Object and other top level objects.
Set Security	Search	Select the type of security principal you want to use to limit access to the DocGen Package.
	For	(Optional) Type a search item and then click Find.
	Available Security	These are the available items associated with the security principal you selected in Search.
	Selected Security	These the security principals that have access to this DocGen Package.
	Add	Select an item in Available Security and move it to Selected Security. This provides access permissions to the DocGen Package.
	Remove	Select an item in Selected Securityand move it to Available Security. This denies access permissions to the DocGen Package.

Delivery Options

A critical element to DocGen Packages is the choice of Delivery Options. These deliveries become optional methods for sending the final output file. You may assign one or several Delivery Options to a DocGen Package. For more information, see Delivery Options.

List of Delivery Options available from the DocGen Package Wizard.

Download - Provides a link to the document(s) for easy download to your computer. Your users can download documents locally, and then distribute them as needed. For more information, see Download.
Salesforce Email - Use Salesforce email to deliver output documents to other Salesforce users. For more information, see Salesforce email.

Note: Salesforce Email is Email in the Delivery Options related list in the app.
Your Email (SMTP) - Send output files through email (not Salesforce email) bypassing Salesforce email and its limitations such as file size and number of emails per day. For more information, see SMTP Service.

Note: Your Email (SMTP) is SMTP in the Delivery Options related list in the app.
Store Document - Provides storage for output files. You can attach output files to Salesforce records or store them using third-party storage solutions. For more information, see Store Document (Attach).

Note: Store Document is Attach in the Delivery Options related list in the app.
DocuSign - Electronic signing service. For more information, see DocuSign.
Adobe Sign - Electronic signing service. For more information, see Adobe Sign.
OneSpan Sign - Electronic signing service. For more information, see OneSpan Sign.
Sertifi - Electronic signing service. For more information, see Sertifi.
SignNow - Electronic signing service. For more information, see SignNow.
DocGen Queue - Send output files to a temporary queue to be downloaded or combined. For more information, see DocGen Queue.
Content Delivery - Add output files to Salesforce CRM Content Delivery. For more information, see Salesforce CRM Content.

You can add Delivery Options by selecting the Add Delivery Option link below all of your added Delivery Options.

When adding Delivery Options to a DocGen Package with the Wizard, you must satisfy all relevant sections of each Delivery Option.

Note: You are required to have at least one Delivery Option.

Delivery Options tab field reference

Section name	Field name	Description
Delivery Options	Action	Click the Remove link to remove Delivery Options from the DocGen Package.
	Type	Choose a delivery type in this column. A description of standard delivery types can be found above the image.
	Name	Give the Delivery Option a title. This is what the user will see as a Delivery Option on the run DocGen Package page.
	Document Storage	If you want to simultaneously store the DocGen Package output to one of your storage solutions whenever the Delivery Option is selected, you can specify that here. Allow - This selection will give DocGen Users the option of attaching the DocGen Package output to the selected storage solution. Require - This selection will automatically attach the DocGen Package output to the selected storage solution.
	Store As	Choose which storage solution you would like to use for your DocGen Package outputs.
	Content Folder	If you choose Content as a storage solution, you can specify which library the DocGen Package output gets saved in here.
	Document Output Type	This determines the format in which your documents are returned to you. PDF - This output type will return a single PDF consisting of all of your documents. Originals - This output type will return all of your original documents with Salesforce data merged into them in their original format. Separate PDFs - This output type will return a single PDF for each document within your DocGen Package, regardless of format. PDF and Originals - This output type will return one combined PDF consisting of all of your DocGen Package documents. Also, this option will return all documents with merged information in their original formats.

Relationships

You use relationships to determine what Salesforce data will be used for your template files. For example, if you have an object related to your Accounts that displays a list of call records and you want to merge the list of call records into your document, then you will need to add a relationship between your Call object and the Account object. For more information, see Relationships.

Relationships tab field reference

Field name	Description
Action	You can remove relationships from the DocGen Package by selecting the Remove link.
Related By	Choose either the object on which you based your DocGen Package or choose Top Level to create a relationship based on one of the top level objects.
Relationship	Select which object you want to relate here.
Related By	Choose the object that is already related to your DocGen Package here.
Order By	If you are bringing in a related list, you can specify which field you want to use to order the list here.
Descending	As a standard, the app imports a list of records in ascending order. Select the checkbox if you want to change it to descending order.
Copy Type	If you are merging a list of child records into your template files, choose whether you want a new Row or Table of data to appear for each child record being merged into your document.

Insert-Update

Insert-Update allow you to make changes to your Salesforce data. For more information, see Insert-Update.

Different types of Insert-Update include:

Task - This will insert a new task into your Salesforce system and relate it to the record you ran the DocGen Package from.
Chatter Post - You can create a Chatter post on the feed for a user, group, or Salesforce record and include the output file along with the subject of the Chatter post.
Field Update - You can update one or several fields on your related objects.

Insert-Update tab field reference

Field name	Description
Action	You can remove Insert-Update by selecting the Remove link.
Type	Choose which type of Insert-Update you would like to include here. A description of each type of Insert-Update can be found above the image.
Options	Edit some of the Insert-Update options to control what will be created or updated in Salesforce when the DocGen Package is processed.

Tag Documents

At this point, you must map your template files with Field Tags that are available in the Tag Documents tab of the DocGen Package Wizard.

Tag Documents tab field reference

To get the appropriate Field Tag, you must select the appropriate values in the following fields:

Section name	Field name	Description
Options	Main Object	Select the object the desired field is located in.
	Document Type	Select the type of document you will be tagging.
	Field	Select the field that is located in your object here.
Lookup Data	Lookup Object	Use the Lookup to select a record for the object in Main Object. If the record has a value for a particular tag, the value will be displayed in Value.
Field Tags	Label	This is the label for this field in Salesforce.
	Tag	Copy the field tag that is located in this box and paste it into your document where you want the field to show up. A single click in the box will select the entire tag for copying.
	Value	Specifies the value for the field on the record selected in Lookup Object.

DocGen Package Templates

After your templates are fully mapped with Field Tags, you must upload them to the DocGen Package Wizard in the DocGen Package Templates tab.

Click Save once you are ready to save the DocGen Package.

You can select a document for your DocGen Package from Documents object, Content Library, or your computer. For more information, see Adding template files to DocGen Packages.

DocGen Package Templates field tag reference

Field name	Description
Action	Eliminate DocGen Package Files by selecting the Remove link.
Location	Specify folder or library.
Folder/Library	If you wish to use an existing document from Salesforce, choose which Document Folder or Content Library you want to import your document from.
Existing Document	You should see a list of all documents available in the folder selected in the "Folder/Library" field here
Upload from Desktop/Choose File	Select to upload a document from your computer.
Optional	Select this box if you want to have the document be optionally included. Users will be able to decide whether this document should be included or not.
Order	You can control the order in which your template files appear by entering a number here.
Add file	Select this to add another file to the DocGen Package.

Related information

Generate your first document

Edit DocGen Packages