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Text Content

GivingData Knowledge Base
 * Share Your Feedback
 * Go to Customer Portal
 * Sign in


 * Getting Started
   * GivingData Online Community
 * Managing Site Settings
 * Troubleshooting
 * Grantmaking
   * Organizations
   * Requests
   * Payments
   * Requirements
 * Document Management
   * Documents
   * GivingData Add-In for Microsoft Word
   * Super Docs
   * DocuSign and Adobe Sign
   * Document Publishing in the Grantee Portal
 * Grantee Portal
   * Building Grantee Portal Intake Forms and Campaigns
   * Managing Intake Forms
   * Managing Grantee Portal Users
   * External Reviewer Portal
 * Contact Relationship Management
   * Managing Contacts
   * Interactions
   * In-App Email and Outlook Add-In
   * Batch Email
 * Payments/Approvals Dashboards and Scenario Planning
   * Payments and Approvals Dashboards, Scenario Planning, and Budget Manager
     2.0
 * Search and Data Analysis
   * Super Search
   * Chart View
 * Workflows
 * Setting Up Third-Party Integrations
 * Release Notes
 * Working with GivingData


GIVINGDATA KNOWLEDGE BASE




GETTING STARTED

LEARN GIVINGDATA TERMINOLOGY, SITE NAVIGATION BASICS, AND HOW TO MANAGE YOUR
PROFILE


MANAGING SITE SETTINGS

SITE ADMINISTRATORS WITH ACCESS TO ADMIN TOOLS & SETTINGS CAN MODIFY SITE
SETTINGS SUCH AS USER ROLES, REQUEST STATUSES, CODES, AND MORE.


TROUBLESHOOTING

HOW TO MANAGE COMMON ISSUES AND RESOLVE PROBLEMS


GRANTMAKING

LEARN BASIC GIVINGDATA FUNCTIONALITY TO HELP YOU GET STARTED USING THE SYSTEM


DOCUMENT MANAGEMENT

LEARN HOW TO STORE DOCUMENTS, CREATE AND MANAGE DOCUMENT TEMPLATES AND
INTERACTIVE SUPER DOCS. EXPLORE OUR INTEGRATIONS WITH DOCUSIGN AND ADOBE SIGN


GRANTEE PORTAL

RESOURCES TO HELP YOU CREATE PORTAL INTAKE FORMS, MANAGE GRANTEE PORTAL
CONTACTS, PROCESSES SUBMITTED FORMS AND SET UP AN EXTERNAL REVIEWER PROCESS


CONTACT RELATIONSHIP MANAGEMENT

LEARN HOW TO MANAGE CONTACTS, USE GIVINGDATA'S EMAIL FUNCTIONALITY AND CREATE
AND MANAGE INTERACTIONS


PAYMENTS/APPROVALS DASHBOARDS AND SCENARIO PLANNING

INTEGRATED PAYMENTS/APPROVALS DASHBOARDS, BUDGET MANAGER AND SCENARIO PLANNING
ALLOW USERS TO EASILY VIEW, PLAN AND MANAGE CURRENT AND FUTURE GRANTS


SEARCH AND DATA ANALYSIS

LEARN HOW TO QUICKLY FIND INDIVIDUAL RECORDS, BUILD POWERFUL SUPER SEARCHES AND
DATA VISUALIZATIONS AND CREATE FORMATTED REPORTS WITH REPORTS BUILDER


WORKFLOWS

LEARN HOW TO USE OUR WORKFLOWS FEATURE TO MANAGE AND AUTOMATE GRANT REVIEW,
PAYMENT, AND APPLICATION INTAKE PROCESSES, AND MORE


SETTING UP THIRD-PARTY INTEGRATIONS

LEARN HOW TO SET UP INTEGRATIONS WITH MICROSOFT OUTLOOK, BRIDGER INSIGHT, AND
MORE


RELEASE NOTES

AN ARCHIVE OF VERSION RELEASE NOTES


WORKING WITH GIVINGDATA

HOW WE WORK AS A COMPANY AND PRODUCT

Knowledge Base
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 * Go to Customer Portal
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 * Video Library