Grantmaking & Administration
Learn key features to help your team build efficiencies throughout the grantmaking process.
Site Settings
Codes, Custom Fields, and Tags
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