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).

• Permission Sets
• Page Layouts
• Letter Templates
• Flow to Assign Template
• Letter Output

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 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