Super Docs
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      1. GivingData Knowledge Base
      2. Grantmaking & Administration
      3. Super Docs

      Creating a Super Doc Template

      Administrative users can create Super Doc templates within the system which can automatically update with mapped information from Organization, Request, Payment and Requirement records.

      Navigating to Super Doc Template Settings  

      Access Settings by clicking the gear icon in the site’s Quick Navigation Bar. 

      Click “Documents” under “Documents & Templates.”

      Creating New Super Doc Templates 

      1. Click the “Super Doc Templates” heading to see any Super Doc templates already created by other users in the system. 
      2. Click “Add New Super Doc Template.”
      3. Choose an object type in the dropdown menu for the Super Doc to be based on, and click Save.
      4. Fill out the template name, the document type, and the page orientations. Then click Save.
        The document types listed in the modal below depend on what the user has already added to the system.
      5. After a Super Doc template has been created, it will appear in the list underneath the Super Doc Template section and can be edited and used in GivingData.