---
title: "Update Page Layouts - Add the EasySend Action"
slug: "update-page-layouts-add-easysend-action"
updated: 2025-04-24T12:28:37Z
published: 2025-04-24T12:28:37Z
canonical: "kb.easysend.io/update-page-layouts-add-easysend-action"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://kb.easysend.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Update Page Layouts - Add the EasySend Action

## Article Overview

The following article describes how to add the EasySend action and fields to all relevant page layouts.

## Update Page Layouts

(See **Figure 1**)

The third section requires you to add:

- EasySend action and fields to all relevant page layouts
- EasySend Sessions list to all relevant record pages

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1733422484881.png)

**Figure 1: Quick Setup - Update Page Layouts**

NOTEUse the checkboxes to check assignments.

### Add the EasySend Action and Fields

(See **Figure 2** to **Figure 7**)

To add EasySend actions and fields to all relevant page layouts, perform the following steps:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1733423166731.png)

**Figure 2: Lead Page Layouts**

1. Click **Lead Lightning Record Pages** (1).

*Result:*

The **Page Layouts** section appears:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1733425047532.png)

**Figure 3: Page Layouts**

1. Click the desired layout (2).

*Result:*

The page layout appears:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1733425811374.png)

**Figure 4: Mobile & Lightning Actions**

1. Click **Mobile & Lightning Actions** (3).
2. Scroll to fully display the **Salesforce Mobile and Lightning Experience Actions** section (4).

NOTEIf the following message appears:  
![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1733493703797.png)  
click the **override the predefined actions** option to display the buttons.

*Result:*

The section fully appears:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1745497652612.png)

**Figure 5: Salesforce Mobile and Lightning Experience Actions**

1. Drag the **Send Easy Send Process** button (5) and drop it in the section (6).

NOTETo make sure the EasySend Link button is easily visible, drag and drop it in the first row.

1. Drag and drop any other relevant buttons (7).
2. Click **Save** (8).
3. Navigate back to Quick Setup and the Update Page Layouts section.

*Result:*

The **Update Page Layouts** section appears:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1733938824892.png)

**Figure 6: Lead Page Layouts Checkbox**

1. Check the **Lead Page Layouts** checkbox (9).
2. Repeat Steps **2** to **9** for all the remaining page layouts.
3. Repeat Steps **1** to **10** for the Contact Page Layouts, Account Page Layouts, and Opportunity Page Layouts with the proper adjustments.

*Result:*

All the page layouts are updated:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1733428940899.png)

**Figure 7: Updated Page Layouts**