Add Donor Briefs in Nonprofit

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

REQUIRED EDITIONS
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with Nonprofit Cloud

User Permissions Needed
To add donor brief templates to a template library:	Fundraising_Admin permission set group AND Docgen Designer

User Permissions Needed

To add donor brief templates to a template library:

Fundraising_Admin permission set group

AND

Docgen Designer

From the App Launcher, find and select Design Document Template.
Click Create Template.
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 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 Context Service is also available but requires you to turn on context definitions.
In the Document Preview section, click Upload Files and select a customized template file for your org.
Click Done after the file upload is complete.
Save your changes.
To make this template available for use, click Activate.
From the App Launcher, find and select Files.
Open Libraries and select Docgen Document Template Library.

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.
Click Manage Members.
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.