Salesforce Docs Portal

Set Up Document Generation in Nonprofit

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

Required Editions

REQUIRED EDITIONS
Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions with Nonprofit Cloud

User Permissions Needed  
To set up Document Generation:

Customize Application

AND

Modify All Data

AND

Fundraising_Admin permission set group

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
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.

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.