GivingData Knowledge Base
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GivingData Building Blocks
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
Back to home
GivingData Knowledge Base
GivingData Building Blocks
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 Building Blocks
Learn basic GivingData functionality to help you get started using the system
Organizations
Adding New Organizations
Manage Organization Bank Accounts
Setting Key Moment Types
Bank Account Verification
Organization Charity Statuses
See more
Requests
Request Dispositions
Adding New Requests
Managing Fiscal Sponsorship
Managing Grant Renewals
Changing a Request's Anticipated Approval Date
Renewing a Grant
Exchange Rate Manual Override on Requests & Payments
Deleting Approved Grant Amendments Permission
See more
Payments
Adding New Payments
Using the Payment Import Tool
Payment Statuses
Changing Payment Statuses
Requirements
How to Batch-Add Request Requirements through Super Search
Requirements Dashboard
