Generate Gifts or Grants Letters and Upload to Document Module and DonorCentral

Note: This procedure is applicable for Gifts and Grants only. For Pledges, follow the next section’s steps to upload a preexisting Pledges document.

Note: Feb 2022 Update: Starting with FIMS 14.73, in the Auto Launch Document feature no longer provides the Run Macro option for exports. You can still use the macro when it is installed directly in a locally installed version of Microsoft Word.

After running the macro in your locally installed version of Word to save the documents to the Profile folders, go to the Document module to add the documents and upload to DonorCentral. See Add Existing Documents to Document Module.

Tip: You can also upload existing documents, including documents created using a different macro. Skip ahead to the next section to learn how to upload existing documents to DonorCentral.

1. Prerequisites for locally installed versions of Microsoft Word:

Note: FIMS macros in Microsoft Word are disabled in Azure Cloud. You can manually install FIMS macros into your locally-installed version of Word. See this article for instructions.

Go to Tools > Update FIMS Macros to get the latest macro additions:

• SaveAcknowledgementsPDF
• SaveGrantLetterGrantNumberFolderPDF
• SaveGrantLetterDonorAdvisorPDF
• See Update FIMS Macros for more information.

2. Open an Export process for a Gift or Grants letter.

For example:

• To open a gift history letter, go to Reports > Gifts > Gift History - Export.
• To open a grant letter, go to Reports > Export Grant Information.

3. Choose the letter by doing one of the following options:

• In the Saved Reports tab, click on a row to select the letter and select Load Selection.
• Or, In the Send To tab, next to the Auto Launch Document field, click the disk icon to browse to and select the previously generated letter.

Note: This feature works with Auto Launch Document only and does not apply to documents from the Acknowledgement Format process.

Feb 2022 Update: In Azure Cloud, the Auto Launch Document feature has been removed.

4. (For on-premises users only) In the Send To tab, check the Run Macro checkbox.

5. Select Run Report. Results and a confirmation popup display.

6. Choose one of the following actions:

• (For On-Premises only) Create and Upload to DC - Adds the document to the Document Module and attaches it to the associated record in DonorCentral.

Note: This option is not available in Azure Cloud.

• Create - Adds the document to the Document Module.
• Look Again – If the displayed results don’t match the expectation, something may have gone wrong with Microsoft Word. You can open Microsoft Word and run the macro manually or do both the merge and macro manually, then select Look Again.
• Don’t Create - Closes the window with no further action to add the document to the Document Module or upload to DonorCentral.

7. If you choose Create or Create and Upload to DC, a confirmation displays.

8. Select OK.