Documents

Documents in Nintex CE Platform allows you to bring dynamic documents into your processes. Add documents such as contracts, onboarding forms, or invoices to your processes and use workflow variables to merge dynamic data into them. You can then use the generated document with several components across your workflow.

The Documents section in Nintex CE Platform allows for the creation of document packages where you can create or upload document templates and add field tags to them using the Tagger. 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:

• Create a document package

• Add templates to your document package

• Add data field tags to a document

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