Classic Experience Buttons

Add buttons to page layouts of an object to generate documents. See Button Wizard to learn how to create the buttons.

Nintex DocGen comes with these standard 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

You can add a standard button to any page layout with the steps below.

1. Click the Nintex Admin tab.

   The Nintex Admin Home left navigation displays.

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