Document generation capabilities in Office 365 are limited. Organizations can drown in dated processes, tribal knowledge and segmented tools when generating and sharing critical documentation. Nintex and Avtex have partnered to bring a solution showcase to Minneapolis focused on document generation in a more productive business. Utilizing Nintex technologies, Avtex enables you to quickly automate the creation of important documents such as contracts, invoices, certifications and much more. Avtex combines the document generation capabilities with the power to connect to external systems such as Dynamics CRM, DocuSign and Yammer creating a holistic solution to streamline your document processes. Come see a better world of document generation through: •Intelligent workflows •Integrated solutions •Task automation

1. The Power of Document Generation
Brian Caauwe
Manager, Business Productivity
Wireless Code: msevent98ln

2. Session Agenda
• What is Document Generation
• Scenarios
• What can I use?
• Break
• Nintex Feature Comparison
• Integrations
• What’s Next

3. Who am I?
• Brian Caauwe
• Manager, Consultant, Speaker and dad
• Email: bcaauwe@avtex.com
• Twitter: @bcaauwe
• Technical Editor
• Professional SharePoint 2013 Administration
• Certifications
• MCM: SharePoint Server 2010
• MCSM: SharePoint

4. What is
Document
Generation

5. Document
Assembly

6. Document
Automation

7. Document
Templates

8. Reduce
Data Entry

9. Minimize
Risk

10. Scenarios

12. Document Generation Scenarios
• Invoices
• Contracts
• Terms and Conditions
Finance and Legal

13. Document Generation Scenarios
• Quotes
• Proposals
• Presentations
Sales

14. Document Generation Scenarios
• Open Enrollment
• Absence Request
• Onboarding
• Skills Assessment
• Performance Review
Human Resources

15. Document Generation Scenarios
• Knowledge Management Reports
• Knowledge Base Article
• Renewals
IT and Support

16. Document Generation Scenarios
• Invoices
• Packing List / Manifests
• Pick Tickets
• Bill of Lading
Supply Chain

17. Document Generation Scenarios
• Contracts
• Wills
• Term Sheets
• Credit Agreements
Legal

18. Document Generation Scenarios
• Letters
• Certificates
• Policy Documents
• Riders
• Amendments
Insurance / Risk Management

19. What are your
generation scenarios

20. What can I
already use?

21. What can I already use?
• Word Online*
• PowerPoint Online*
*Requires manual user interaction
Office Web Apps / Offline Online Server

22. What can I already use?
• Word Automation*
• PowerPoint Conversion*
*Requires code or PowerShell
Conversion Services

23. What can I already use?
# Input parameters for the script
$wordFile="http://portal.sp16.avtex.com/sites/nintex/Shared%20Documents/Sample%20Word%20Document.docx"
$pdfFile="http://portal.sp16.avtex.com/sites/nintex/Shared%20Documents/Sample%20PDF%20Converted%20Document.pdf"
# Get the Word Automation Service Proxy
$wasp = Get-SPServiceApplicationProxy | where { $_.TypeName -eq "Word Automation Services Proxy" }
# Get the web url
$web = Get-SPWeb "http://portal.sp16.avtex.com/sites/nintex"
#Create the Conversion job
$conversionJob = New-Object Microsoft.Office.Word.Server.Conversions.ConversionJob($wasp)
# Set the conversion job properties to use when running the conversion job.
$conversionJob.UserToken = $web.CurrentUser.UserToken
$conversionJob.Name = "Convert docx to PDF"
$conversionJob.Settings.OutputFormat = [Microsoft.Office.Word.Server.Conversions.SaveFormat]::PDF
$conversionJob.AddFile($wordFile,$pdfFile)
# Start the conversion job
$conversionJob.Start()
Conversion Services – Word Automation

24. What can I already use?
### POWERPOINT CONVERSION ###
$svcContext = Get-SPServiceContext -Site http://portal.sp16.avtex.com/sites/nintex
$web = Get-SPWeb "http://portal.sp16.avtex.com/sites/nintex"
$docs = $web.Lists.TryGetList("Documents")
$srcFile = $web.GetFile("http://portal.sp16.avtex.com/sites/nintex/Shared%20Documents/DocGen.pptx")
$srcStream = $srcFile.OpenBinaryStream()
$tgtStream = New-Object Microsoft.SharePoint.SPFileStream($web, 0x1000)
## Used to Convert from PPT to PPTX ##
$presoRequest = New-Object Microsoft.Office.Server.PowerPoint.Conversion.PresentationRequest($srcStream, ".ppt", $tgtStream)
$result = $presoRequest.BeginConvert($svcContext, $null, $null)
$presoRequest.EndConvert($result)
$newFile = $docs.RootFolder.Files.Add("DocGen.pptx", $tgtStream, $true)
## Used to Convert from PPT, PPTX to PDF ##
$pdfRequest = New-Object Microsoft.Office.Server.PowerPoint.Conversion.PdfRequest($srcStream, ".pptx", $tgtStream)
$newFile = $docs.RootFolder.Files.Add("DocGen.pdf", $tgtStream, $true)
## Used to Convert from PPT, PPTX to Images (ZIPPED) ##
$picRequest = New-Object Microsoft.Office.Server.PowerPoint.Conversion.PictureRequest($srcStream, ".pptx",
`[Microsoft.Office.Server.PowerPoint.Conversion.PictureFormat]::Png, $tgtStream)
$newFile = $docs.RootFolder.Files.Add("DocGen.zip", $tgtStream, $true)
Conversion Services – PowerPoint Conversion

25. Demo
Conversion Services

26. What can I already use?
• Word
• PowerPoint
Document Placeholders

27. What can I already use?
• Convert Document
• Update Document*
• Document Generation
*Word Only
Nintex

28. Break

29. Feature Comparison

30. Nintex Workflow History
2006 2009 2012 20162011 20142013 2015

32. Document Generation
Subscription Based

33. Office 365
• Lists and Library Header
Workflow Action - Location

34. Office 365
*
*
*Library must be in the same site as the workflow
Workflow Action - Configuration

35. Office 365
Workflow Action - Document Templates

36. Office 365
Workflow Action - Document Tagger

37. Demo
Document Generation in Office 365

38. SharePoint On Premise
• Lists and Library Header
Workflow Action - Location

39. SharePoint On Premise
Workflow Action - Configuration

40. SharePoint On Premise
Workflow Action - Configuration

41. SharePoint On Premise
Workflow Action - Configuration

42. SharePoint On Premise
Workflow Action - Document Templates

43. SharePoint On Premise
Workflow Action - Document Tagger

44. Demo
Document Generation in SharePoint On Premise

45. Integrations

46. Integrations with Document Generation
Workflow Actions

47. Integrations with Document Generation
*
*
*Requires Additional Nintex Store Subscription
Supplement Information

48. Integrations with Document Generation
• On Premise (Network Accessible)
• Office 365 (Internet Accessible)
Supplement Information

49. Integrations with Document Generation
*
*
*
*Requires Nintex Store Add-in (Free)
Content Storage

50. Integrations with Document Generation
*
*Requires Nintex Store Add-in (Free) and DocuSign account
E-Signature

51. Integrations with Document Generation
Social

52. What’s Next

53. What’s Next
On Premise
• Now Available
• Versions
• SharePoint 2013 – 3.2.0.0
• SharePoint 2016 – 4.1.0.0
• External Settings
• Enable Prerequisite Service
• Update connector actions
• Enable Document Generation Capability

54. What’s Next
• Roadmap
• New Features in the On Premise version
Office 365

55. What’s Next
• Not available … yet
• On the Roadmap
• Will include functionality similar to On Premise
Nintex Workflow Cloud

56. Call to Action
• Detect Scenarios
• Outline Integrations
• Identify Scale
• Update Templates
• AUTOMATE
• AUTOMATE
• AUTOMATE

57. Questions

58. How to get ahold of me?
• Brian Caauwe
• Email: bcaauwe@avtex.com
• Twitter: @bcaauwe

59. http://webinars.avtex.com/

60. Resources
• Nintex Document Generation - https://www.nintex.com/workflow-
platform/document-generation
• Document Generation Overview Video - https://vimeo.com/203656327
• Document Generation On Premise -
https://nintex.jiveon.com/community/tech-blog/blog/2016/12/09/new-
feature-document-generation-on-premise
• Diving Deeper into Document Generation -
https://community.nintex.com/community/tech-
blog/blog/2015/12/17/diving-a-little-deeper-into-document-generation
• Office 365 Document Generation Repeating Tables - https://app-
community.nintex.com/community/build-your-
own/blog/2017/01/26/nintex-for-office-365-document-generation-with-
repeating-section