Salesforce Docs Portal

Add Gift Acknowledgment and Tax Receipt Templates in Education

Add gift acknowledgment and tax receipt templates to generate your gift receipt letters.

Required Editions

REQUIRED EDITIONS
Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
User Permissions Needed  
To create gift acknowledgment and tax receipt templates:

Modified Education Cloud Full Access permission set

Before you begin, make sure to provision and set up Document Generation.

  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 complete.
  5. Enter these details in the Template Details pane:
    1. Enter a name for your template without any spaces between the words. For example, AcknowledgementReceipt.
    2. Select the type of template you’re creating.
      Note
      Note The template type is usually the default entry of Microsoft Word.
    3. In Token Mapping, retain the default entry of JSON.
    4. Save your changes.
  6. To make this template available for your 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 in 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.