Horus Eye · Nintex DocGen

Forty DocGen packages — and nobody knows which are live

Every long-running Nintex DocGen install accumulates the same sediment: packages named v1, v2, final and FINAL2; documents that fail because a template file quietly disappeared; delivery emails with no subject; test packages generating in production; a license expiry nobody is watching. Horus Eye’s DocGen module reads the configuration — names and flags only, by explicit opt-in — and turns the sediment into a worklist.

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The Nintex DocGen module of the Horus Eye report: counts and top findings
The DocGen module of the report: package counts, the high-severity findings, and the coverage note when the opt-in is off.

The five findings that stop documents generating

High severity

Of the 28 DocGen checks, five report configurations that break or strand document generation outright: a package missing its templates or delivery; a template row whose backing file is gone; a relationship pointing at an object the scan did not find; a starting object that no longer exists; and duplicate packages where no copy actually works. Each names the package, so the fix is a worklist item rather than an archaeology project.

Behind them, the hygiene tier: packages behind the version model, licenses expired or expiring, test and sample templates on active packages, per-variant package families that conditional documents would consolidate, cloned version chains, naming drift, orphaned child records, and delivery options composed inline instead of from templates. And the housekeeping tier — low severity, honest about it — from missing help text to output stored as classic Attachments.

Read by consent, and only the shape

The opt-in

The DocGen scan is a per-org opt-in with a consent card that states its whole appetite: package, template, relationship and delivery names plus derived flags. Never template contents, never SOQL text, never a generated document. Until you opt in, the report says “DocGen assessment not enabled — its checks were skipped” rather than pretending the module ran clean.

The DocGen opt-in consent card: names and derived flags only, never template contents
ILLUSTRATIVE HORUS EYE FINDING · DEMO ORGHIGH

DocGen package missing templates or delivery

What Horus Eye detected
A DocGen package appears configured with no attached templates and/or no delivery option — a run would have nothing to generate or nowhere to send it.
Evidence
Package, template and delivery-option rows and their derived flags; names only.
Why it matters
Users hit generation failures that look intermittent but are structural; support burns hours re-diagnosing a package that cannot work.
Recommendation
Complete the package or retire it; where several near-copies exist, keep the working copy and consolidate the variants — Horus’s plan names each package involved.
Confidence
High — configuration rows read directly; runtime generation not executed

Guided clearing, and whose hands

Honest split

DocGen fixes are guided — package configuration is Nintex-owned, and Horus Eye does not write into it. What you get is the worklist with evidence; what Kemisoft’s Nintex practice brings is a Premier Partner’s hands to clear it — consolidation, conditional-document design, and the DocGen Health Assessment engagement this module was built to feed.

Frequently asked questions

Straight answers
What does the DocGen scan read?

Names and derived flags of packages, templates, relationships and delivery options — by explicit opt-in. Never template contents, SOQL text, or generated documents.

Why is versioning by cloning a problem?

Because v1/v2/final/FINAL2 are four packages Salesforce treats as unrelated: fixes land in one, users generate from another, and nobody can retire any of them safely. Conditional documents inside one package are the consolidation path.

Can Horus Eye fix DocGen packages?

No — guided only. Horus names the packages and steps; Kemisoft’s Nintex practice clears them with you.

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Protected AI — the Trust Layer

Every AI read in Horus Eye is metadata-first: built from an allowlist, sanitized by pattern, made through one audited gateway and checked by an output firewall on the way back — and AI is off by default, per org. Every request carries an audit id and an AI Data Scope manifest you can open.

See the Trust Layer

Turn the package graveyard into a worklist

Opt in, scan, and get the 28-check DocGen picture — broken, duplicated, expiring and test residue, each named.

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