---
title: "Badge Generation FAQs"
slug: "badge-generation-faqs"
updated: 2026-01-13T15:05:38Z
published: 2026-01-13T15:05:38Z
canonical: "docs.blackthorn.io/badge-generation-faqs"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.blackthorn.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Badge Generation FAQs

## How do I update the output file name?

1. Log in to your org.
2. Go to the Blackthorn Badge Generation app.
3. Click the DocGen Package tab.
4. Click the name of the DocGen Package record you want to update.
5. Click the Delivery tab.
6. You will see the **Output Filename** field under “Output Details.” It includes a combination of static and dynamic information. The prepopulated value is "<<Attendee_Registration_DateTime>> registration: Badge for <<Attendee_First_Name2>> <<Attendee_Last_Name2>>”
7. Click **Field Tagger**.
8. Under the Relationships heading are the “Attendee,” “Badge_Settings (Event Settings),” and “Event from Attendee” sections.
9. In this example, we will add a new registration date/time format. Click “Attendee” to locate a field on the Attendee object.
10. Scroll down to the **Registration Date/Time** field and select a formatting option.
11. Click the **Copy icon** to copy the selected format style.
12. Click in the **Output Filename** field.
13. Select “<<Attendee_Registration_DateTime>>” and paste the copied value. The new value, “<<Attendee_Registration_DateTime>> registration: Badge for <<Attendee_First_Name2>> <<Attendee_Last_Name2>>” now includes the updated date/time format.
14. Click **Save**.

## Who should I contact for help with templates if the data isn't displaying as expected?

Please contact Nintex as you usually would to request help.

## What are some Nintex resources that I might need?

**Image Replacement:** [https://help.nintex.com/en-US/docgensf/DocGenPackage/Templates/DynamicImagesInTemplates.htm](https://help.nintex.com/en-US/docgensf/DocGenPackage/Templates/DynamicImagesInTemplates.htm)

**Make Changes to a Template:** [https://help.nintex.com/en-US/docgensf/DocGenPackage/Templates/FieldTagger/TagWordDocument.htm](https://help.nintex.com/en-US/docgensf/DocGenPackage/Templates/FieldTagger/TagWordDocument.htm)

## When should I generate individual badges instead of a single file containing all the badges?

You should generate individual badges if you need to print a badge for a single Attendee or a small group.

## How do I make my own template?

If you need to create a new template, clone an existing template, make changes to the file, and save the file. Then, follow the steps to generate and print the badges.

## How do I edit a template?

[Click here](/v1/docs/badge-generation-layouts-templates#edit-a-template) for instructions on editing the information in a template.

## How do I add a new Event Role?

If your organization uses different roles or specific language for picklist values, you can add new picklist values to the Attendee’s **Event Role** field.

Important Information About Editing an Existing Picklist Value

If you need to update an existing picklist value, you should change both the Label and the API Name to the same value.

This is because DocGen conditional logic references the API Name, but users select the picklist Label on the Attendee record, which then selects a template.

### Add a New Picklist Value

1. Go to Setup.
2. Click the Object Manager tab.
3. In the Quick Find box, search for “Attendee.”
4. Click Attendee (conference360__Attendee__c).
5. Click the Fields & Relationships tab.
6. Click the **Event Role** field (Event_Role__c).
7. In the Values section, click **New**.
8. Enter a value. The value will populate both the picklist Label and the API Name.
9. Click **Save**.

### Clone and Edit a Template

1. Go to the App Launcher.
2. In the Quick Find box, enter and click “Nintex DocGen.”
3. Click the DocGen Packages tab.
4. Click the record used to generate badges. ![NintexDocGen_DocGen Packages tab](https://cdn.document360.io/f977eec0-500f-40a3-b663-724a51f78075/Images/Documentation/NintexDocGen_DocGen%20Packages%20tab.png)
5. Click the Documents tab. ![DocGen Package Record_Documents Tab](https://cdn.document360.io/f977eec0-500f-40a3-b663-724a51f78075/Images/Documentation/DocGen%20Package%20Record_Documents%20Tab.png)
6. Locate the template you want to use.
7. Download the template.
8. Use the information here to edit the template.
9. Save the template with a new name.

### Upload the New Template

1. Go back to the Documents tab.
2. Scroll to the bottom of the page and click **Add Template**.
3. Click **Upload Files**.
4. Select the updated template.
5. Once the file is uploaded, click **Done**.
6. Select “Salesforce Document.” ![DocGen Package_upload template](https://cdn.document360.io/f977eec0-500f-40a3-b663-724a51f78075/Images/Documentation/DocGen%20Package_upload%20template.png)
7. Select “DocGen Files.”
8. Click **Select Template Location**.
9. Click **Edit** on the template you have just uploaded. ![DocGen Package_Edit New Uploaded Template](https://cdn.document360.io/f977eec0-500f-40a3-b663-724a51f78075/Images/Documentation/DocGen%20Package_Edit%20New%20Uploaded%20Template.png)
10. Set **Include Template** to “Conditionally.” ![DocGen Package Record_New Upload Field Values](https://cdn.document360.io/f977eec0-500f-40a3-b663-724a51f78075/Images/Documentation/DocGen%20Package%20Record_New%20Upload%20Field%20Values.png)
11. Enter the same settings used for the original template. In this example, the original template had the following settings.
  - **Include section if** = “<<Attendee_Event_Role>><<Badge_Settings_Badge_Size>><<Badge_Settings_Badge_Layout>>”
  - **Equals** = “Test4x3Single Sided” [NOTE: replace the original picklist value (Attendee) with the new one (Test).]
  - **Merge Type** = “No Merge”
  - **Start Page** = “1”
  - **End Page** = “100”
12. Click **Save**.