Add a link that generates documents for single records to page layouts. You create a link that generates documents for any object (including custom objects), and then add the link to the page layout for the object.
Add a link that generates documents
You must configure a link for an object using the Button Wizard, then add that link to the page layout of the object.
To create a link to generate documents
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From the Force.com app menu, select Nintex DocGen, and then click DocGen Admin.
Tip: You can also select this from Lightning with the
App Launcher. -
Under Classic Experience Buttons, click Button Wizard.
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In Type, select Single Record Link.
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In DocGen Package Starting Object, take one of the following actions.
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Select one of the six standard objects.
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Select Other..., and then in Object Name, select an object.
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Click Create Button.
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On the New Button or Link page, click Save, and then click OK in the prompt.
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On the Page Layouts related list (for the Starting Object you selected in step 4), click Edit.
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In the palette, select Custom Links.
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In the list of available elements, select Run DocGen Package and drag it to the Custom Links area on the page layout.
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Click Save.
Add a button that generates documents in Classic Experience
Add a button that generates documents from multiple records in Classic Experience