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:
- Navigate to System Data from the Home page.
- Select Templates from the left-side menu.
- In the Templates window, click the Template ID of the relevant template.
- Select Add Fund from the left-side menu.
- 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.
- Available for Donation letter, Grant letter, Scholarship letter, Internal Grant letter templates.