Adding the Create Render button to a page

The Create Render button allows you to generate documents manually. It can appear on any object’s page layout, but for this example, we'll add it to the Opportunity page layout.

  1. Click on Setup
2412
  1. Then click on "Object Manager"
2414
  1. Then click on Opportunity
2406
  1. Now click on page layouts
2398
  1. Click Edit on the page layout you want the button to appear on
2406
  1. Click on Mobile & Lightning Quick actions
2406
  1. Drag the Create Render button onto your page layout. The button needs to be dragged into the “Salesforce Mobile and Lightning Experience Actions” section
2392
  1. Click Save and now you can generate documents from your Opportunity
2120

Now you can generate documents from your Opportunity

2142