Assign Funds to a Template

Written by Nick Miles

Last published at: April 24th, 2019

You can assign one or more funds to a template. This can be helpful when creating fund specific templates. To assign a fund to a template:

  1. Navigate to System Data from the Home page.
  2. Select Templates from the left-side menu.
  3. In the Templates window, click the Template ID of the relevant template.
  4. Select Add Fund from the left-side menu.
  5. In the Add Fund window, search for the Fund that you want to Assign and select the Fund from the drop-down list. 

If system transactions meet your selected criteria, the template will be used. Otherwise, the system will use the default template for that letter type.

Note: 

  • Available for Donation letter, Grant letter, Scholarship letter, Internal Grant letter templates.