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Add Donor Briefs in Education

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Add Donor Briefs in Education

To generate your donor brief, upload customized donor brief templates and add them to your template library. Select a template from your library to generate a brief that's formatted by the template.

Required Editions

REQUIRED EDITIONS
Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
User Permissions Needed  
To add donor brief templates to a template library:

Modified Education Cloud Full Access permission set

AND

DocGen Designer
  1. From the App Launcher, find and select Design Document Template.
  2. Click Create Template.
  3. Click Upload Files and select a template file that is customized for your org.
  4. Click Done when the file upload is completed.
  5. Enter these details in the Template Details pane:
    1. Enter a name for your template without any spaces between the words. For example, DonorBrief2024.
    2. Select the type of template you're creating.
      Note
      Note The template type is usually Microsoft Word, which is the default value.
    3. In Token Mapping, retain the default entry of JSON.
    4. Save your changes.
  6. To make this template available for use, click Activate.
  7. From the App Launcher, find and select Files.
  8. Open Libraries and select DocGen Document Template Library.
    Note
    Note If you don't see the DocGen Document Template Library on the Libraries tab, add the Salesforce CRM Content User to your user profile and save your changes.
  9. Click Manage Members.
  10. Under Add Members, select Public Groups and give them Viewer access. You can also add yourself as a single person (as opposed to only being part of a public group) with Library Administrator access.
 
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