I feel that I am missing something obvious. I've built a fairly complex workflow and I've figured out how to do many things (I'm a new Nintex user), but I'm unclear on the proper technique on how to deal with getting users to read/update a document. Here is what I need:
My "Gather Information" list workflow is defined on a custom list called "Sold Contracts". I created about 40 columns of data in that list that various people need to provide at different stages of the workflow. When a new row gets added to that list, my workflow automatically begins running. Another piece of information they need to provide is an Excel file.
We already have a customized Excel file (a template) that the Sales Executives use when a contract is sold. I thought it would be helpful to store this file in SharePoint in a custom library called "Company Templates". The file is called "Contract Template.xlsx", I thought this way I could provide a copy of this file each time a new workflow runs. So during the workflow I want them to be provided a link to edit their unique copy of this file. After they submit (or finish editing) the file, I do not need to extract any of the data from the Excel file. (So nothing complicated like reading the contents of the file). I just need to have the file uniquely stored and easily accessible to my workflow so different people can read and update the file.
How do I do this? I've tried many things so far that I won't elaborate on, none of which worked properly so I'm asking for help. Thank you!
I've looked in the Nintex video catalog but couldn't find one that demonstrated this, although I'm sure it exists as this sounds like a very common business scenario.