Create templates
Nintex external platform is required for this feature. For details, see Enable Nintex external platform features.
This topic describes how to add a template to the Document Generation action.
You have a couple of choices. You can either create a new file in the action or upload a file to your SharePoint library and then select it in the action.
Note: The maximum file size limit for Document Generation templates is 20MB each. Templates exceeding this limit are not listed in the Document Generation action.
To create a new file
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Open the Document Generation action.
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Under the Document Templates tab in the action ribbon, click Select or create a new template.
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In the Document library pane, select the location for your new file.
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In the Available files pane, click Create new file.
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Fill in the Create new file fields and then click OK.
Note: Supported extensions: docx, .pptx, and .xlsx
For additional information, see Select or create new template dialog box.
To select a file from SharePoint
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Upload a file to SharePoint.
For information on uploading a file, see the SharePoint help Upload files to a library.
Note: The maximum file size limit for Document Generation templates is 20MB each. Templates exceeding this limit are not listed in the Document Generation action.
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Open the Document Generation action.
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Under the Document Templates tab in the action ribbon, click Select or create a new template.
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In the Document library pane, select the location for your new file.
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In the Available files pane, select your file.
For additional information, see Select or create new template dialog box.