Nintex Workflow is available directly from the SharePoint Store. Nintex Workflow provides a wealth of actions which can support scenarios such as: • Onboarding Users into Office 365 and assigning licences • Crowd-sourced content reviews on Yammer • Leave requests • Gathering content from and publishing content to third-party repositories • Help desk case assignments and tracking • Vendor-Client management • Press release editing and reviews • Budget reviews • Scanning social media for actionable discoveries • Automating the provisioning of SharePoint sites and other resources. Unlock the full benefits of the Office 365 platform. Nintex Workflow gives users the ability to build and run workflows in the cloud, dragging and dropping SharePoint’s native actions and connecting to cloud services via the Nintex Store.

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Product Guide

2. 2 Nintex Workflow for Office 365 Product Guide 3Nintex Workflow for Office 365 Product Guide
Contents
Nintex Workflow for Office 365 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Accessing Nintex Workflow for Office 365 from the SharePoint Store. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Adding Nintex Workflow for Office 365 to your site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Before you get started. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Introducing the Nintex Workflow for Office 365 Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Tutorial - Simple List Workflow – document approval. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Introducing the Nintex Store. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Tutorial - Using the Nintex Store. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
How does Nintex Workflow for Office 365 work?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Tutorial - How to manage your own social media. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Still use on premises? No problem. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Support and assistance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
And this is just the beginning…. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

3. 4 Nintex Workflow for Office 365 Product Guide 5Nintex Workflow for Office 365 Product Guide
Nintex Workflow is available directly from the SharePoint Store. Nintex Workflow provides
a wealth of actions which can support scenarios such as:
• Onboarding Users into Office 365 and assigning licences
• Crowd-sourced content reviews on Yammer
• Leave requests
• Gathering content from and publishing content to third-party repositories
• Help desk case assignments and tracking
• Vendor-Client management
• Press release editing and reviews
• Budget reviews
• Scanning social media for actionable discoveries
• Automating the provisioning of SharePoint sites and other resources.
Unlock the full benefits of the Office 365 platform. Nintex Workflow
gives users the ability to build and run workflows in the cloud, dragging
and dropping SharePoint’s native actions and connecting to cloud
services via the Nintex Store.

4. 6 Nintex Workflow for Office 365 Product Guide 7Nintex Workflow for Office 365 Product Guide
Before you can start building workflows with Nintex Workflow, you need to add
the app to Office 365.
Accessing Nintex Workflow for
Office 365 from the SharePoint Store
Once you have added the app to
Office 365, it’ll be available for all users
to add to every SharePoint site. You
can get started in minutes to leverage
the benefits of Nintex Workflow.
Nintex Workflow is available exclusively
in the SharePoint Store. You can
access SharePoint Store from within a
SharePoint site in Office 365.
To use Nintex Workflow, you need to add it to your site, just like you
would other apps in SharePoint.
1. To add the app to your site, open up the Site Settings menu.
2. Click on Add an App.
3. Click on the Nintex Workflow icon.
After you have installed the app, SharePoint will list out various permission settings and
ask you if Nintex is a trusted vendor app. Review the Terms & Conditions and the Privacy
Statement, and then click Trust It. You’re now ready to go.
Depending on the type of workflow you want to build, there are different ways to access
Nintex Workflow.
Adding Nintex Workflow for
Office 365 to your site
If you want to build a workflow that will
act on a list or a document library, access
Nintex Workflow through the Nintex
Workflow icon on the Ribbon.
If you want to build a site workflow, access
Nintex Workflow through the Nintex
Workflow icon in the site contents section
of the site.

5. 8 Nintex Workflow for Office 365 Product Guide 9Nintex Workflow for Office 365 Product Guide
The first time you open Nintex Workflow for Office 365, we collect
some information to set up a trial and ask you to accept our Terms and
Conditions.
To get started, we’ll provide you with a free 30 day trial. During the trial period, each time
you open the designer we’ll remind you how many days are left in the trial period. Once
the trial period has expired, if you haven’t chosen to extend or purchase Nintex Workflow
for Office 365, any workflows you have published will no longer run.
Before you get started

6. 10 Nintex Workflow for Office 365 Product Guide 11Nintex Workflow for Office 365 Product Guide
Familiar Ribbon
Nintex Workflow for Office 365
incorporates a familiar SharePoint
Ribbon where you can access key
commands including the ability
to save workflows, publishing and
access to the settings.
Action Toolbox
The Action toolbox contains the
actions you will use to build your
workflows. The toolbox is grouped
into categories for easy navigation,
and you can also choose to search
for actions.
The Design Canvas
The design canvas is where you will
create your workflow; by simply
dragging and dropping actions
from the toolbox onto the canvas,
you can build your workflow
process. Once on the canvas, all you
need to do is configure the actions
using our new, and intuitive full
screen dialogs.
Introducing the Nintex Workflow for
Office 365 Designer
Nintex Workflow allows you to build workflows seamlessly from within your
browser, reducing the need for additional software and allowing access anywhere.
Before we start building workflows, let’s take a moment to walk through the features of our designer.

7. 12 Nintex Workflow for Office 365 Product Guide 13Nintex Workflow for Office 365 Product Guide
Drag two Send an Email actions onto the canvas, one on to the Approved branch and another
onto the Rejected branch of the Task action.
These two actions will be used to send an email to the initiator notifying them whether their
document has been approved or not. Double-click on the Send an Email action on the
Rejected branch to open the configuration dialog. In the To field, select the User you entered in
the first Send an Email action. The next step is to add a Subject to the email.“Document review:
Changes required”. If desired, include an email message.
STEP 3
Learn how to use Nintex Workflow for Office 365 to create and automate a
workflow for a simple approval on a document.
The first workflow action we’ll use is the Assign a task action. This action informs the selected
user/approver of the document review request, usually the manager. In the User Interaction
workflow action category, drag an Assign a task action onto the canvas.
Double-click on the Assign a task action to open the configuration dialog. Address the request to
the reviewer/manager. In the Participant field, type a user in your O365 tenant. In this case, I will
use“Administrator”.
We also need to add a Task Title, type“Document Review”in the field.
To change the default email message, open the Task Creation Email options section. Once you’re
happy with the email message, click Save.
Simple List Workflow – document approval
TUTORIAL
STEP 2
STEP 1

8. 14 Nintex Workflow for Office 365 Product Guide 15Nintex Workflow for Office 365 Product Guide
Click Publish in the Ribbon and call the
workflow“Simple Approval Workflow”.
In the Start Options, check the Start
when item is created box and click
Save.
To run the workflow, you need to
close the Workflow Designer, open
your Document Library and add a
new item. The workflow will now run
automatically.
STEP 7
STEP 6
You’ve now completed the workflow, let’s automate the start of the workflow and publish it. The
workflow should look like this.
We’ve now reached the final action! As
the employee, I want to know that the
document has been approved, so we
should send an email confirming that.
Double-click on the second Send an
Email action. In the To field, select
the User from the first Send an Email
action. Let’s add a Subject to the email.
“Document Review: This document
has been approved”, and include an
email message if desired. Click Save.
Simple List Workflow – document approval
TUTORIAL (Cont.)
STEP 5
STEP 4

9. 16 Nintex Workflow for Office 365 Product Guide 17Nintex Workflow for Office 365 Product Guide
Nintex Workflow for Office 365 provides a huge range of actions you can use to
build workflows to automate your business processes, taking your productivity in
Office 365 to a whole new level.
With Nintex Workflow, we’ve introduced the Nintex Store, a one stop shop for all your action needs.
The Nintex Store contains a range of actions you can leverage in your workflows; including actions to
integrate all the applications and systems that are relevant to your business. You can now easily add
actions to the workflow designer that connect to a specific system or to a particular service provider.
The store also contains a powerful search capability allowing you to find actions quickly and easily.
We’re constantly adding new actions to the Nintex Store, allowing you to extend Office 365 in ways you
had only imagined before.
Access to Nintex Partners
It’s not just Nintex creating actions for the Store, we’re hard at work to enable our global network of
partners to build actions that meet the specific requirements of our customers.
Introducing the Nintex Store

10. 18 Nintex Workflow for Office 365 Product Guide 19Nintex Workflow for Office 365 Product Guide
Take advantage of the trial to see what you can do with Nintex Workflow for
Office 365.
The Nintex Store can be accessed straight
from the Nintex Designer Ribbon. Click on
the Store button in the Ribbon. This will
open the store where you can browse, try,
or buy workflow actions.
Search for an action pack/action, or
browse the categories.
Using the Nintex Store
TUTORIAL
Let’s add the Yammer Starter Pack. Each
action pack contains information on
what’s inside and allows you to Add the
action to your toolbox.
Once you try an action pack, the actions
will be available in your Action toolbox.
STEP 4
STEP 3
STEP 2
STEP 1

11. 20 Nintex Workflow for Office 365 Product Guide 21Nintex Workflow for Office 365 Product Guide
1. Nintex Workflow for Office 365 is built entirely in the cloud using the new SharePoint
cloud app model. We serve up a browser based drag-and-drop designer allowing
users to build and edit workflows from anywhere, anytime.
2. InconjugationwithOffice365,weenableyoutoseamlesslypublishandrunworkflows.
3. You can augment your workflows by securely connecting to a wide range of enterprise
and consumer cloud services, available via the Nintex Store.
Web Browser
12
3
How does Nintex Workflow
for Office 365 work?
Nintex Workflow is hosted entirely in the cloud built using the new
SharePoint App model.
Nintex Workflow seamlessly integrates with Office 365, taking the workflow actions
provided by Office 365, and augmenting them with our own actions to allow you to build
processes that integrate with other cloud services.
Nintex has proven technology to build, host, maintain and secure products for the cloud.
Development of Nintex Workflow for Office 365 follows a ‘cloud velocity’, with additional
capability and functionality released regularly.
We take care of the infrastructure allowing you to focus on building processes.

12. 22 Nintex Workflow for Office 365 Product Guide 23Nintex Workflow for Office 365 Product Guide
This tutorial requires an account on Yammer. If you do not have one, you can
register for a free account at www.yammer.com/signup
Post to Yammer
Utilizing the first workflow we created in“Create a basic approval workflow’we’re going
to also send a message out to Yammer, to inform users about a new document that
is available. You may use this to notify your sales Yammer group, that a new pricing
document is ready for them to access.
How to manage your own social media
TUTORIAL
Enter the message you want posted
to Yammer. In the Message to Post
field, type“New document available in
the sales library”and click on the Item
Property“Title”in the Insert Reference
panel.
STEP 5
STEP 3
The final step is to specify a Yammer group to post to. If you have an existing group in Yammer,
you can enter the group in the Group Name field. If the field is left blank, the Yammer post will be
sent to the default group (All Company).
Save the action and then Publish the workflow. Now you can run the workflow again.
STEP 4
STEP 1
Re-open the workflow you created
earlier, if you haven’t created this
workflow, refer to the tutorial“Simple
document approval list workflow”on
page 12.
Locate the Approved branch of
the Task action. We want to add
a Yammer message action below
the Send an Email action. This will
post to our Yammer group that a new
document is available.
To configure the action, double- click
on Yammer message. In Authorizing
user, enter the email address
associated with the Yammer account.
Note: Once the workflow is run, you
will receive an email from Yammer
asking authorization for Nintex Live to
post messages on your behalf. Select
Allow.
STEP 2

13. 24 Nintex Workflow for Office 365 Product Guide 25Nintex Workflow for Office 365 Product Guide
Still use on premises?
No problem
You may not be ready to turn off your on-premise environment but we
believe you should still be able to take advantage of cloud capabilities.
You can now connect Nintex Workflow for SharePoint to Office 365, external systems, and
cloud services seamlessly.
Nintex Live extends NintexWorkflow to connect SharePoint to Office 365 and a potentially
infinite number of cloud-based services such as SalesForce, DocuSign, Yammer, Twitter,
business and government information services. Using Nintex Live, organizations can
build hybrid on-premises and cloud solution.

14. 26 Nintex Workflow for Office 365 Product Guide 27Nintex Workflow for Office 365 Product Guide
Support and assistance
Support for Nintex Workflow for Office 365 is only a click away.
We’ve integrated a powerful help engine, providing you with context sensitive help
throughout the whole app.
Our help and support site, connect.nintex.com is available to post questions, queries and
discussions about all Nintex products.
In the downloads of connect.nintex.com, you’ll also find additional resources including
tutorials, and walkthroughs to help you get the most out of Nintex Workflow for
Office 365.
Finally, during your trial and subscription, you can contact our dedicated Support team to
address any technical queries you may have.

15. 28 Nintex Workflow for Office 365 Product Guide 29Nintex Workflow for Office 365 Product Guide
And this is just the
beginning…
Nintex Workflow for Office 365 is constantly improving.
We’re working hard to bring the key features of Nintex Workflow for SharePoint over
to Nintex Workflow for Office 365, while continuing to introduce the innovative new
capabilities you have come to expect from Nintex. Being cloud based, as soon as they’re
available, you can start using them.
Through the Nintex Store, you’ll have access to the newest actions to use in your Office
365 workflows from Nintex and our partners.
Finally, we’re committed to bringing our other products to Office 365:
• With Nintex Forms for Office 365, you can build powerful, feature rich forms to
automate your business processes within Office 365.
• In the coming months we’ll be adding support for the Nintex Mobile suite of
applications,providingrichformfillingandtaskmanagementcapabilitiesfrommobile
devices including, iPhone, iPad, Android, Windows Phone and Windows Tablet.
Thanks for taking the time to read this and trying out Nintex Workflow for Office 365, we
hope you found it useful.
- The Nintex Workflow for Office 365 Team.

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support@nintex.com