---
schema_version: "1"
id: 75ce08d1301515663b2aa78a7ace873b2e8368eeea23879115eb06e0007c09d2
title: Add Donor Briefs in Education
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_fundraising_add_donor_briefs_templates.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_add_donor_briefs_templates.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f21c8155b1d70eda804ba119594b676f468f55759eacd408dda17160051f6a23
description: To generate your donor brief, upload customized donor brief templates and add them to your template library. Select a library template to generate a brief formatted to its specifications.
products:
  - Education Cloud
release: "264"
---
# Add Donor Briefs in Education

To generate your donor brief, upload customized donor brief templates and add them to your template library. Select a library template to generate a brief formatted to its specifications.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
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            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d129339e37">REQUIRED EDITIONS</th>
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            <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d129339e37 ">Available in: Lightning Experience</td>

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            <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d129339e37 ">
              <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>,
                and <strong>Developer</strong> Editions with Education Cloud</p>
            </td>

          </tr>
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            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d129339e85">User Permissions Needed</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d129339e88">&nbsp;</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d129339e85 ">To add donor brief templates to a template library:</td>

            <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d129339e88 ">
              <p><a href="https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_editions_and_permissions.htm&amp;release=264.0.0&amp;type=5" title="Review the supported products and editions for Fundraising. Then check out how your product handles permissions and how to assign them.">Modified Education Cloud Full Access permission
                  set</a></p>
              <p>AND</p>
              <p style="margin-bottom:0;">Docgen Designer</p>
            </td>

          </tr>
        </tbody>
      </table>

1. From the App Launcher, find and select **Design Document Template**.
2. Click **Create Template**.
3. Enter these details in the Template Details section.
    1. Enter a name for your template without any spaces between the words. For example, DonorBrief2024.
    2. For Template Type, select the type of template you’re creating.
        
        ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/images/icon_note.png)
        
        Note The template type is usually Microsoft Word, which is the default value.
    3. In Token Mapping, retain the default entry of JSON.
    4. In Token Mapping Methods, select **Omni Data Transformation**.
        
        ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/images/icon_note.png)
        
        Note Context Service is also available but requires you to turn on context definitions.
4. In the Document Preview section, click **Upload Files** and select a customized template file for your org.
5. Click **Done** after the file upload is complete.
6. Save your changes.
7. To make this template available for use, click **Activate**.
8. From the App Launcher, find and select **Files**.
9. Open Libraries and select **Docgen Document Template Library**.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/images/icon_note.png)
    
    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.
10. Click **Manage Members**.
11. 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.