Lauren Neulinger

With both the Adobe Sign and DocuSign integrations, the Clear E-Signature Access Token option serves as a refresh button for the connection. Similar to a browser cache, it clears out any old data t...

Coming May 9, 2026! This release is dedicated to maintenance and bug fixes. This update resolves a wide range of issues across merge fields, icon displays, and External Review Responses — deliverin...

The Bridger Insight integration is available as an add-on to all subscriptions.The Bridger Insight (OFAC Risk Management) integration allows you to conduct due diligence checks on organizations and...

The BILL integration is available as an add-on to all subscriptions. If you do not currently have a BILL account, please reach out to your GivingData CSM. Your CSM will coordinate to have a BILL re...

Coming April 25, 2026! This update brings Template deactivation for Documents and Workflows, Workflow Template duplication, various improvements, and bug fixes! Let’s dive in!What’s New?️⭐ Duplicat...

Foundant's Trust Center is available as a self-service hub to view our company compliance documentation and certificates. Available documentation includes: SOC reports Certifications Security polic...

The GivingData Add-In for Microsoft Word allows you to add GivingData merge fields into a Microsoft Word document. This is essential for creating a document template for use in your GivingData site...

As part of our work to provide a seamless user experience, continuous improvements to the user interface are being made across GivingData. In most cases, these changes do not contain changes in fun...

Coming March 28, 2026! This release is dedicated to maintenance and bug fixes. This update resolves a wide range of issues across Super Search, Interactions, and External Review Responses — deliver...

Document management must be configured in your GivingData site to create new documents directly on records, upload and edit documents on records, use document templates, and import documents from g...