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Configure Donor Brief Generation in Nonprofit

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Configure Donor Brief Generation in Nonprofit

Enable document generation settings and create a public group to provide template access for donor brief generation.

Required Editions

REQUIRED EDITIONS
Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions with Nonprofit Cloud
User Permissions Needed  
To configure donor brief generation:

Fundraising_Admin permission set group
  1. From Setup, click Feature Settings.
  2. Click Document Generation, and then click General Settings.
  3. Turn on Design Document Templates in Salesforce.
  4. Go to Document Generation Settings.
  5. Click New.
  6. In the Label field, enter DocumentGenerationSetting.
  7. In the Document Template Library Name field, enter DocGenDocumentTemplateLibrary.
  8. In Preview Type, select PDF.
  9. Turn on Enable Server-Side Documentation Generation.
  10. Click Create.
    Next, provide template access for donor brief generation.
  11. From Setup, in the Quick Find box, enter Users, and select Public Groups.
  12. To create a new public group, click New.
  13. In Label, enter a name. For instance, Donor Brief 2024.
    The Group Name field is automatically populated based on the label name.
  14. In Search, select Users.
  15. From the Available Members list, select the users who create donor briefs and add them to the Selected Members list.
  16. Save your changes.
Note
Note In the future, if more users must create donor briefs, give them the DocGen licenses and add them to this public group. If DocGen access is removed from a user, remove the user from this public group. Users who aren't part of this public group, can't see the option to create donor briefs.
 
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