1. Click Accounts
  2. Click Find an Account
  3. Search for and click on the donor's name
  4. Click Journal
  5. Click the entry for which you'd like to generate the letter
  6. Scroll to the bottom of the entry and click Create Document
  7. Below the File Options heading, select whether you'd like to generate the document as a PDF or Word file and fill in a name for the document
  8. Select the template that you'd like to use in the drop down menu
  9. Select your preference for the Persona hierarchy
    • The Persona hierarchy allows us to specify which Personas the database should use to find addresses. For example, if we specify the Joint Persona first, and the Business Persona second, the database will first look for a Joint Persona for the accounts. If an account does not have a Joint Persona, it will look for an address on the Business Persona. In the event that the account does not have any of the specified Persona types, the database will use the Primary Persona.
  10. Click Next
  11. If your letter contains the Generated Receipt Number merge value, you can select your preference for how you'd like to generate the numbers; if your letter does not contain this merge value, you can skip this step
  12. Click Next
  13. If you would like to create a Contact entry in the Journal for each account indicating that you sent the letter to them, mark the Tracking- Journal Contacts checkbox
  14. Select your preference for how you'd like to receive the letter if it will be printed and mailed below the Receiving heading
  15. If you would like the database to email the letter to accounts that have an email address on file, mark the checkbox below the Auto-mailing heading and enter a Subject for the email
  16. Click Run to generate the letters (at this point, the database will email the letter to accounts with an email address if you marked the checkbox on Step 15)

If you would prefer to send letters in bulk, please see How to generate letters from a Communications template
If you would like to send the letter as an email, please see How do I send an email from a Journal Entry?