Classic Experience Buttons

Add buttons to page layouts of an object to generate documents.

Nintex Drawloop DocGen comes with buttons for the six standard objects:

  • Account
  • Case
  • Contact
  • Contract
  • Lead
  • Opportunities

For more information on buttons, see Configure buttons to generate documents.

Add buttons to page layouts

  1. Click the DocGen Admin tab.

    The DocGen Admin Home left navigation displays.

  1. Under Classic Experience Buttons, click Add Basic Buttons.
  2. To authorize the app, click Authorize Nintex DocGen.
  3. A new screen will open, click Allow to authorize Nintex Drawloop DocGen.
  4. Click the Enabled checkbox next to the objects you want to enable basic buttons for.
  5. Click + (plus sign) to expand the object and select page layouts for which you want to add.
  6. To add a Custom Object, select the object from the drop-down.
  7. Click Add button to selected object.
  8. Click Save.

Access the Button Wizard

  1. Click the DocGen Admin tab.

    The DocGen Admin Home left navigation displays.

  1. Under Classic Experience Buttons, click Create Advanced Buttons.

The following steps are not yet supported in the Lightning Experience DocGen Designer.

To follow the steps in the Classic Experience, see Create a button to generate documents in Salesforce Lightning.

Button Wizard reference

This feature is not yet supported in the Lightning Experience DocGen Designer.

For more information, see Button Wizard reference.