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GivingData Knowledge Base

GivingData Portals

GivingData Portals

Learn about GivingData Portals: Grantee, Board, and External Reviewer Portals.

Grantee Portal

Publishing Request Documents to a Grantee Portal Intake Form

Importing File Uploads from Document Publishing Intake Form Fields

Adding Document Publishing to a Grantee Portal Intake Form Template

Grantee Portal File Uploads - FAQs

Grantee Portal - Building Intake Forms & Campaigns

How to Setup an Eligibility Quiz on an Unsolicited Application Intake Form

Creating and Editing Grantee Portal Intake Forms

Overview of Grantee Portal Invited Applications

Creating Mapped Code Fields in the Grantee Portal

Building Campaigns for Unsolicited Applications

Organization Intake Forms

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Grantee Portal - Managing Intake Forms

Grantee Portal Intake Forms Dashboard

Import Rule Overview

Assigning Application Intake Forms to Requests

Assigning and Inviting Grantee Portal Users to an Application

Changing the Status of an Intake Form

Intake of Grantee Portal Forms into GivingData

Collect Bank Account Information Through the Grantee Portal

Printing Intake Forms

Response Comparison Tool

Importing Data for New Contacts from Intake Forms

Importing Data for Existing Contacts from Intake Forms

Assigning Grantee Portal Users to Reports and Submissions

Assigning Report and Submission Intake Forms to Request Requirements

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Grantee Portal - Managing Users

Incomplete Portal Users

Managing Portal Permissions for Grantee Portal Users

Updates to the Grantee Portal with Versions 4.7.0+

New Contact Permissions

External Reviewer Portal

Creating an External Review Form

Attaching External Review Forms to a Grantee Portal Intake Form

Assign External Reviewers

Submitting External Review Forms

Viewing Submitted Reviews

External Reviewer Contact Coding and Filtering

Manage External Reviews

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