How to: Import Data in Nintex Document Generation for Salesforce

How to: Import Data in Nintex Document Generation for Salesforce

Import files to merge data into a document package

About this course

There is information scattered everywhere in multiple documents. In this video, you will learn how to import a file and attach it to a record to use that data in the document package.

About this course

There is information scattered everywhere in multiple documents. In this video, you will learn how to import a file and attach it to a record to use that data in the document package.