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            Add Generate Document Button to Page Layouts in Nonprofit

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            1. Salesforce Help
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            3. Nonprofit Cloud

            Add Generate Document Button to Page Layouts in Nonprofit

            To access single acknowledgment generation, add the Generate Document button to the page layouts.

            Required Editions

            REQUIRED EDITIONS
            Available in: Lightning Experience

            Available in: Enterprise, Unlimited, and Developer Editions with Nonprofit Cloud
            User Permissions Needed  
            To add the Generate Document button to page layouts:

            Fundraising_Admin permission set group

            The Generate Document Batch button is on the Fundraising Operations Home page by default.

            To add the Generate Document button to the Account page of the Fundraising Strategy and Donor Engagement apps:

            1. From Setup, go to Object Manager and open Account.
            2. Click Page Layouts and then click Account Layout.
            3. Drag the Generate Document button to the top of the Salesforce Mobile and Lightning Experience Actions pane.
            4. Save your work.
            5. Repeat these steps for Person Account.
              Note
              Note Person accounts were not built to work with Nonprofit Success Pack and therefore, are not supported for use with NPSP. If Person Accounts are not already enabled in your org, don't enable them. Once you turn on Person Accounts in your organization, you can't turn the feature off. See NPSP and Person Accounts in NPSP FAQ.
             
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