---
schema_version: "1"
id: 0f00444d9b5feee880d337fd880723c6f8144ecd5cba4e0bd86626917078467d
title: Configure Donor Brief Generation in Nonprofit
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/fundraising_set_up_donor_briefs.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.fundraising_set_up_donor_briefs.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5ca5c954d81af224eaffd8793b56f47547c33a72c3b7cc49a3b934da9688c8db
description: Enable document generation settings and create a public group to provide template access for donor brief generation.
products:
  - Nonprofit
release: "264"
---
# Configure Donor Brief Generation in Nonprofit

Enable document generation settings and create a public group to provide template access for donor brief generation.

### 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="d15885e37">REQUIRED EDITIONS</th>
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        <tbody>
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            <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d15885e37 ">Available in: Lightning Experience</td>

          </tr>
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            <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d15885e37 ">
              <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and
                <strong>Developer</strong> Editions with Nonprofit 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%">
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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="d15885e82">User Permissions Needed</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d15885e85">&nbsp;</th>
          </tr>
        </thead>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d15885e82 ">To configure donor brief generation:</td>

            <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d15885e85 ">
              <p>Customize Application</p>
              <p>AND</p>
              <p>Modify All Data</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Fundraising_Admin permission set group</p>
            </td>

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

1. From Setup, click **Feature Settings**.
2. Click **Document Generation**, and then click **General Settings**.
3. Turn on **Design Document Templates in Salesforce**.
4. Go to **Document Generation Settings**.
5. Click **New**.
6. In the Label field, enter DocumentGenerationSetting.
7. In the Document Template Library Name field, enter DocGenDocumentTemplateLibrary.
8. In Preview Type, select **PDF**.
9. Turn on **Enable Server-Side Documentation Generation**.
10. Click **Create**.
    
    Next, provide template access for donor brief generation.
11. From Setup, in the Quick Find box, enter Users, and select **Public Groups**.
12. To create a new public group, click **New**.
13. In Label, enter a name. For instance, Donor Brief 2024.
    
    The Group Name field is automatically populated based on the label name.
14. In Search, select **Users**.
15. From the Available Members list, select the users who create donor briefs and add them to the Selected Members list.
16. Save your changes.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_cloud-264-0-0-production-enus/b335b49f-b06d-4153-a454-da90077289d9/images/icon_note.png)

Note In the future, if more users must create donor briefs, 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 create donor briefs.