GivingData Knowledge Base

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GivingData Knowledge Base

Grantmaking & Administration

Grantmaking & Administration

Learn key features to help your team build efficiencies throughout the grantmaking process.

Site Settings

Overview of Admin Tools & Settings

Managing Users, Roles, and Permissions

Managing Site Colors in GivingData

Managing Your GivingData Site Logo

Adding Fiscal Years

How to Edit Default List Views

Creating Advanced Code Assignment Rules

How to Setup Default Request Coding by Transaction Type

How to Use and Manage the GivingData Homepage

Codes and Code Types

Codes Versus Custom Fields

Codes Overview

Custom Fields Overview

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Workflows

Overview of Workflows

How to Build a Workflow Template

Assigning Workflow Tasks to Individuals or Roles

Public vs. Private Workflow Tasks

Adding Workflows

Workflow Task Completed Actions

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Super Docs

Creating a Super Doc Template

Creating and Adding a Super Doc to a Record

Document Templates

Organization Manual Merge Fields for use in GivingData Document Templates

Creating and Using Document Templates with the GivingData Add-In for Microsoft Word

Adding Manual Merge Fields to GivingData Document Templates

Starred Documents

Creating a Document from a Document Template

Installing the GivingData Microsoft Word Add-In to Microsoft 365 Online

Installing the GivingData Microsoft Word Add-In for PCs

Installing the GivingData Microsoft Word Add-In for Macs

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Document Linking

Document Linking with Google Drive, Dropbox, and OneDrive