Grantmaking & Administration

Site Settings

• Customize the GivingData Home Page
• Admin Tools & Settings Overview
• Edit Default List Views
• Manage Users, Roles, and Permissions
• Calendar Settings
• Manage Site Colors and Logo

Codes, Custom Fields, and Tags

• Codes, Custom Fields, and Tags Overview
• Codes
• Assign Codes to Records
• Advanced Code Assignment Rules
• Percentage Coding
• Custom Fields

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Workflows

• Workflows Overview
• Build a Workflow Template
• Manually Add Workflows to Requests
• Manage Workflows and Workflow Tasks

Grant Amendments

• Grant Amendments

Super Docs

• Super Docs

Document Templates

• Document Templates
• Add Manual Merge Fields to a Document Template
• Manual Merge Fields for use in Document Templates
• Advanced Merge Field Guide

Dockets

• Dockets

Portfolios

• Portfolios