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
Grant Amendments
Super Docs
Document Templates
Document Linking
Dockets
Portfolios
Contact Relationship Management
Contacts
Interactions
Email
GivingData Portals
Grantee Portal Overview & Setup
Grantee Portal Intake Forms & Campaigns
Grantee Portal Intake Form & User Management
Grantee Portal User Experience
External Reviewer Portal
Board Portal
Data Analysis
Search
Search - Super Search
Dashboards - Payments & Approvals
Scenario Planning
Budget Manager
Chart View
Reports
Support & Troubleshooting
Release Notes
2025
2024
2023
2022
2021
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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
Grant Amendments
Super Docs
Document Templates
Document Linking
Dockets
Portfolios
Contact Relationship Management
Contacts
Interactions
Email
GivingData Portals
Grantee Portal Overview & Setup
Grantee Portal Intake Forms & Campaigns
Grantee Portal Intake Form & User Management
Grantee Portal User Experience
External Reviewer Portal
Board Portal
Data Analysis
Search
Search - Super Search
Dashboards - Payments & Approvals
Scenario Planning
Budget Manager
Chart View
Reports
Support & Troubleshooting
Release Notes
2025
2024
2023
2022
2021
GivingData Building Blocks
Learn basic GivingData functionality to help you get started using the system
Organizations
Organizations Overview
Organizations
Grantee 360 Timeline
Organization Financials and Compliance
Manage Organization Bank Accounts
Bank Account Verification
See more
Requests
Requests Overview
Requests
Manage Requests
Request Dispositions and Statuses
Required Request Fields Checklist
Fiscal Sponsorships
Grant Renewals
Exchange Rate Manual Override on Requests & Payments
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
