====== Letter Generation ====== This section covers general setup of Letter Generation tool included in the Donor 360 package. It includes general permissions, page layouts, templates, automation to assign templates and letter output. NOTE: The Letter Generation tool generates the text of a letter which is then merged with a Word document using a document merge tool such as Conga or Apsona (licenses needed). ===== Content ===== * [[donor360:object_configuration:5letter_generation:#Permission Set|Permission Sets]] * [[donor360:object_configuration:5letter_generation:#Page Layouts|Page Layouts]] * [[donor360:object_configuration:5letter_generation:letter templates|Letter Templates]] * [[donor360:object_configuration:letter_generation|Flow to Assign Template]] * [[donor360:object_configuration:letter_generation|Letter Output]] ==== Permission Sets ==== Assign the necessary Permission Set to the users who will manage the letter templates. * Click **Setup**, **Permission Sets**, Select **Letter Administrator** * Click **Manage Assignments**, **Add Assignments**, Select any **System Administrator** users managing Letter Generation as well as **other users** who will be generating letters. * Click **Next**, **Assign**, **Done** * Review the Permissions assigned for each object in Permission Set to ensure users have access to appropriate fields. Add access as necessary. ==== Page Layouts ==== Page Layouts need reviewed to ensure appropriate fields are visible. NOTE: Adjust the layouts for each object where Letter Generation is connected. * Click **Setup**, **Object Manager**, **Funding Request, Opportunity, etc.** where