Document Templates
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      1. GivingData Knowledge Base
      2. Grantmaking & Administration
      3. Document Templates

      Creating a Document from a Document Template

      Learn how to create a new document from a document template in GivingData. Templates can be managed in Admin Tools & Settings.

      Create a New Document

      A document may be added to the system from any page that has the following button.

      Clicking on the button will reveal a menu.  Select “From  Word Template.”

      The user may be prompted to select the entity to which the document should be assigned. 

      Select a template.  Once a template is selected, the Title, Type, and File name will be auto-populated.  The user may change the values in these fields.