---
schema_version: "1"
id: eb91240effc0a53d184ce37392f755e8a5c9388d92082227cde2445802bc23b0
title: Provide Template Access for Acknowledgment Generation 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_provide_template_access_for_acknowledgment_generation.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_provide_template_access_for_acknowledgment_generation.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b6485a89d16839ecdae07a8abc36b108dc0260813ed7dacbfd755c60426fdb9e
description: Create a public group to assign users with the permissions and access to generate gift acknowledgments.
products:
  - Education Cloud
release: "264"
---
# Provide Template Access for Acknowledgment Generation in Education

Create a public group to assign users with the permissions and access to generate gift acknowledgments.

### 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="d130394e42">REQUIRED EDITIONS</th>
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            <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d130394e42 ">Available in: Lightning Experience</td>

          </tr>
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            <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d130394e42 ">
              <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>
        </tbody>
      </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
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        <thead class="slds-text-title_caps ">
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            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d130394e90">User Permissions Needed</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d130394e93">&nbsp;</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d130394e90 ">To provide access to templates and gift acknowledgment generation:</td>

            <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d130394e93 ">
              <p>Customize Application</p>
              <p>AND</p>
              <p>Modify All Data</p>
              <p>AND</p>
              <p style="margin-bottom:0;"><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>
            </td>

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

To generate gift acknowledgments and tax receipts, a user must belong to a public group that has access to your templates. Users who aren't part of this group can't see the option to generate gift acknowledgments or receipts. Document generation requires these conditions:

- The user has the DocGen licenses and the DocGen User permission set.
- The user is a member of the public group.
- The public group has access to the DocGen Document Template Library.

1. From Setup, in the Quick Find box, enter Users, and select **Public Groups**.
2. To create a new public group, click **New**.
3. In Label, enter a name. For instance, Gift Acknowledgments & Tax Receipts.
    
    The Group Name field automatically populates from the Label field.
4. In Search, select **Users**.
5. From the Available Members list, select the users who create Gift Acknowledgments and add them to the Selected Members list.
6. Save your changes.
    
    ![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 In the future, if more users must create gift acknowledgments, 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 generate gift acknowledgments or receipts.

Grant the public group access to your templates to finish setting up acknowledgment generation. To grant the group access to the DocGen Document Template Library, complete [Add Gift Acknowledgment and Tax Receipt Templates](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_add_gift_acknowledgment_and_tax_receipt_templates.htm&release=264.0.0&type=5 "Add gift acknowledgment and tax receipt templates to generate your gift receipt letters.").