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Set Up Document Generation in Education
Enable server-side documentation generation to automatically generate gift acknowledgement and tax receipt documents.
Required Editions
| REQUIRED EDITIONS |
|---|
| Available in: Lightning Experience |
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud |
| User Permissions Needed | |
|---|---|
| To set up Document Generation: |
Before you set up Gift Acknowledgments, turn on person accounts. Give Salesforce admins the DocGen Designer permission set license and the SalesforceCRM Content User license. Give all users the DocGen User permission set.
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.
f you don’t see the DocGen permission set licenses in your Salesforce org, contact your Salesforce account executive.
- From Setup, in the Quick Find box, enter Doc, and select General Settings.
- Turn on Design Document Templates in Salesforce.
- Go to Document Generation Settings.
- Click New.
- In the Label field, enter DocumentGenerationSetting.
- In the Document Template Library Name field, enter DocGenDocumentTemplateLibrary.
- Click Enable Server-Side Documentation Generation.
- In Preview Type, select PDF.
- Click Create.
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