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Add Generate Document Button to Page Layouts in Nonprofit

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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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