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GivingData Integrations
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 Integrations
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 Integrations
Learn how to set up integrations with Microsoft Outlook, Bridger Insight, Adobe, & DocuSign
Overview
GivingData's Available Integrations
How to Create a GivingData App Registration (Azure)
DocuSign and Adobe Sign
Sending a Document for e-Signature through DocuSign
DocuSign Set-Up Guide (Phase 1)
DocuSign Set-Up Guide (Phase 2)
DocuSign Set-Up Guide (Phase 3)
Configuring and Using Default E-Signature Text with the DocuSign Integration
Setting Up the Adobe Sign Integration
See more
Microsoft Outlook Add-In
Essential IT Setup for GivingData Outlook Add-In
Generating an Outlook Add-In Manifest
Installing the GivingData NEW Outlook Add-In (sideload)
Un-installing the GivingData Outlook Add-In
Troubleshooting the Outlook Add-In
Reverting Back to 'Legacy' Outlook Version
Supporting Microsoft’s New Outlook: What You Need to Know
See more
Bridger Insight API Integration
Using the Bridger Insight Integration
Checking Watchlists with OFAC Risk Management (Bridger Insight API Integration)
BILL Integration
GivingData BILL Integration Requirements and Setup Instructions
Sending Single Payments to BILL through the GivingData BILL Integration
