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
- Calendar Settings
- Creating Advanced Code Assignment Rules
- How to Edit Default List Views
- How to Setup Default Request Coding by Transaction Type
- Customize the GivingData Home Page
- Codes and Code Types
- Codes Versus Custom Fields
- Codes Overview
- Custom Fields Overview
- Tags Versus Codes
Workflows
Grant Amendments
Super Docs
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