GivingData Knowledge Base
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Grantmaking & Administration
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
Grantmaking & Administration
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
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
Tags Versus Codes
See more
Workflows
Workflows Overview
Build a Workflow Template
Manually Add Workflows to Requests
Manage Workflows and Workflow Tasks
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
See more
Document Linking
Document Linking with Google Drive, Dropbox, and OneDrive
