Lauren Neulinger

The Overview page on organization and request records can be configured to suit your foundation's needs. Once an administrator makes these layout configurations in your site, they are in effect for...

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...

This article covers the final portion of the Adobe Sign integration setup. This corresponds with Phase 2: Client Instructions in the Adobe Sign: Integration Checklist.Configure the Adobe Sign Webho...

The Adobe Sign integration is available as an add-on to all subscriptions. Contact your CSM to confirm details about which features are included or available to add on to your specific subscription...

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...