Nintex Document Generation (Drawloop)

Begins: 2/14/2018  at  11:00 am Eastern Time (US)
Ends: 2/19/2018  at  3:30 pm Eastern Time (US)
Notes: This is a 2-day class that will take place on Feb 14 and Feb 19, 2018.
Instructor: Jeremy White
Location: Virtual
Price: $900
Class Code: NDOG-203

Overview

Stony Point developed this class in partnership with Nintex to teach students the basics of Nintex Document Generation (formerly Drawloop). The instructor will cover the concepts of configuring and using Nintex Document Generation in addition to sharing best practices.

Each student will be given a practice learning environment to participate in hands-on exercises during the class. The student will be able to use that learning environment indefinitely after the class without any additional fee. 


Who Should Attend

Users who have little or no experience with Nintex Document Generation or those wanting a refresher on how to effectively configure and use Nintex Document Generation.


Part 1 Agenda

  • Installation
  • Setup Wizard
  • DDP Wizard
  • Tagging a Document
  • Making the output file name dynamic
  • Delivery Options
  • Field Tagger
  • Row replication 
  • Insert Updates
  • Adding a Button
  • Migration Tool


Part 2 Agenda

  • DDP Details
  • Delivery Options
  • Relationships
  • Images
  • Conditional
  • Pulling Data from a Report
  • Document Options
  • Component Group 
  • PDF Stamps
  • Running DDPs


Part 3 Agenda

  • DDP Details
  • Relationships
  • MASS Document Generation
  • Automated DDPs 
  • Forms
  • Excel as Middleware
  • Dynamic Charts
  • Dashboard Images
  • Scheduled DDPs
  • Visualforce Pages
  • Import File Data



Delivery Format

Virtual – 9 Hours

Pricing Details

$900 / student