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Video - Nintex DocGen to Adobe Sign
CLICK ‘Select DocGen PackagePackage’.
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2. Navigate through the drop downs to select either the Adobe Proposal, Contract, Add-on, Change Order or Parts Order
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3. Click on Select your Contact
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4. Click on your
Document Selection for optional documents.
“Delivery Option”
“Attach to Opportunity”
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(Run DocGen Package will turn blue)
“Run DocGen Package”
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| Tip |
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You |
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'll now see a success message! |
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5. Refresh your page. You’ll now see a file in the Related List Quick Links “Files”. You can hover over or click into Files to access your Document to review or go directly send to DocuSignAdobe Sign.
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