Skip to main content
Search Again

We think these articles could help you:

    See More
    Nintex Knowledge Base

    Automatically Attaching Completed Document Packages to a Record

    Status: Validated

    TOPIC
    How to automatically attach a completed document package to a record, Loop Storage, Box or other location.
    INSTRUCTIONS
    1. Navigate to the desired document package.
    2. Scroll down to the appropriate Delivery Option and click Edit.
    3. Select "Require Document Storage".
    4. Choose the desired location under "Store As".
    5. Click Save.
    ADDITIONAL INFORMATION
    RELATED LINKS
    • Was this article helpful?