Old donor data is a risk your Board can measure and reduce
Equitable Philanthropy and EP Law have released a free Donor Data Retention Policy template for Australian charities. Blaze Your Trail’s Retention Clock helps Boards...
S-Docs is a generation and e-signature solution that is natively built on the Salesforce platform.
Charities can create two fully functional templates without any restrictions.
Our Customer needed to mass send tax statements for all their regular donors who made donations in the last fiscal year.
This is how we met that need:
- Created a Tax Return Template using S-Docs in the Contact Object with Opportunity as related object.
- Created a Mass Merge button in the List View to send documents in bulk.
Ricardo Torres, MBA, Bradley Luyt, Akhila Kaladharan and Nidhi Dhal prepared this documentation for you to follow.
S-Docs Integration, Mass Merge Setup and Template configuration with Salesforce
