Editing and Printing Deed of Gift and Thank You Letter

After your donors are selected, a Deed of Gift and a Thank You Letter may be printed for each contact. Templates for these documents may be set up first to speed the process, see Accessions and Loans Documents.

Edit Deed of Gift and Thank You Letter

1.Click "Edit" in the Edit Bar at the top of the Accession screen

2.Click "Documents" in the Donors Grid for the donor for whom you are editing the document

3.Choose the document you want to edit from the drop-down list

4.Customize the document on the letter screen as needed

5.Close the pop-up window

6.Click "Save" in the Edit Bar at the top of the screen

Print Deed of Gift and Thank You Letter

1.Click "Documents" in the Donors Grid for the donor for whom you are printing the document

2.Choose the document you want to print from the drop-down list

3.Use the "Email", "Save as PDF" or "Print" options to produce the document in the desired format

4.Close the pop-up window

5.Click "Save" in the Edit Bar at the top of the screen