---
schema_version: "1"
id: 677fb9dfc282100fb56ed7feb2e9e9e613a49f67811a7bd04335b1d1cf3f164e
title: Set Up Document 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_set_up_gift_acknowledgments.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_set_up_gift_acknowledgments.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b7e131dbb90dcce806d7f8b69309e201ef2ad922b57d70d1a2df6ae7714f61e6
description: Enable server-side documentation generation to automatically generate gift acknowledgement and tax receipt documents.
products:
  - Education Cloud
release: "264"
---
# Set Up Document Generation in Education

Enable server-side documentation generation to automatically generate gift acknowledgement and tax receipt documents.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
        <colgroup>
          <col style="width:100%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d69745e36">REQUIRED EDITIONS</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d69745e36 ">Available in: Lightning Experience</td>

          </tr>
          <tr class="">
            <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d69745e36 ">
              <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>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d69745e84">User Permissions Needed</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d69745e87">&nbsp;</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d69745e84 ">To set up Document Generation:</td>

            <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d69745e87 ">
              <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>

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. If you don't see these permission sets, make sure that you Salesforce account executive provisions the DocGen SKU for your org that's available at no additional cost.

![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 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](https://help.salesforce.com/s/articleView?id=sfdo.npsp_faq.htm&language=en_US).

f you don’t see the DocGen permission set licenses in your Salesforce org, contact your Salesforce account executive.

1. From Setup, in the Quick Find box, enter Doc, and select **General Settings**.
2. Turn on **Design Document Templates in Salesforce**.
3. Go to **Document Generation Settings**.
4. Click **New**.
5. In the Label field, enter DocumentGenerationSetting.
6. In the Document Template Library Name field, enter DocGenDocumentTemplateLibrary.
7. Click **Enable Server-Side Documentation Generation**.
8. In Preview Type, select **PDF**.
9. Click **Create**.