GivingData Knowledge Base
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Getting Started
Document Storage
GivingData Integrations
Overview
DocuSign and Adobe Sign
Microsoft Outlook Add-In
Bridger Insight API Integration
BILL Integration
GivingData Building Blocks
Organizations
Requests
Payments
Requirements
Grantmaking & Administration
Site Settings
Workflows
Super Docs
Document Templates
Document Linking
Contact Relationship Management
Managing Contacts
Interactions
Email
GivingData Portals
Grantee Portal
Grantee Portal - Building Intake Forms & Campaigns
Grantee Portal - Managing Intake Forms
Grantee Portal - Managing Users
External Reviewer Portal
Data Analysis
Search
Search - Super Search
Dashboards - Payments & Approvals
Scenario Planning
Budget Manager
Chart View
Support & Troubleshooting
Release Notes
2024
2023
2022
2021
GivingData Knowledge Base
Getting Started
Learn GivingData terminology, site navigation basics, and how to manage your profile
GivingData Integrations
Learn how to set up integrations with Microsoft Outlook, Bridger Insight, Adobe, & DocuSign
GivingData Building Blocks
Learn basic GivingData functionality to help you get started using the system
Grantmaking & Administration
Learn key features to help your team build efficiencies throughout the grantmaking process.
Contact Relationship Management
Learn how to manage contacts, use GivingData's email functionality and create and manage interactions
GivingData Portals
Learn about GivingData Portals: Grantee, Board, and External Reviewer Portals.
Data Analysis
Learn how to quickly find individual records, build powerful Super Searches and data visualizations and create formatted reports with Reports Builder
Support & Troubleshooting
How to manage common issues and resolve problems
Release Notes
Product Release Notes