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Message No Documents were Created when Running the Gift History Export to Create a Document to Upload to DonorCentral
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I am running a gift history export and have selected the Run Macro checkbox to create a gift letter that can be uploaded to DonorCentral but I receive a message 'No documents were created'. How can I fix this?
Answer:
The reason why the 'no documents were created' message occurs can be caused by two things:
1. The FIMS macros needed for the process are not installed. Please see Step 2, Option A of the following document:
Upload Gift Pledge and Grant Letters to DonorCentral
2. The Word template being used for the merge in the export is not set up correctly, specifically the <Head> and <Bottom> sections. Please see Step 2, Option A of the following document and see the note in that section:
Upload Gift Pledge and Grant Letters to DonorCentral
Note: Ensure letters are created properly as described in these articles:
1. The FIMS macros needed for the process are not installed. Please see Step 2, Option A of the following document:
Upload Gift Pledge and Grant Letters to DonorCentral
2. The Word template being used for the merge in the export is not set up correctly, specifically the <Head> and <Bottom> sections. Please see Step 2, Option A of the following document and see the note in that section:
Upload Gift Pledge and Grant Letters to DonorCentral
Note: Ensure letters are created properly as described in these articles:
How do I Create a Master Merge Template for Grant Letters?
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