You can create a new document package by navigating to Drawloop® Document Packages inside of Salesforce and clicking on the ‘New’ button. This will redirect you to the Document Package Wizard:
Document Package Wizard:
The document package wizard takes you step by step through creating a document package. Starting with the basics like giving your Document Package a name and giving users access to the document package in the set security section.
Document Package Wizard Field Tagger:
One of the last steps you go through in the wizard is actually tagging the document package. Here you can decide what type of template you are using, lookup a record, and then tag your document with the fields you want to be merged in when generating a document. Lastly, you’ll upload the document and you’ll be redirected to the Document Package screen with all of your configuration displayed to you.
Document Package Detail Page:
There are a couple of items to note when working with our legacy Document Package interface in Lightning:
- You can’t create a new component group from the Drawloop® Document Packages object in Lightning. To workaround, this creates a new component group from the Drawloop® Component Group object, then link it to a Document Package from the Component Groups related list.
- You have to click the play button to access the Select Files user interface. Do this each time you open a Document Package in Lightning.
Take advantage of all this new functionality by getting the latest version of Nintex Drawloop® today from Salesforce AppExchange!
Visit the Nintex Community today to learn more and engage in conversations with fellow Nintex users!