GLM Fundamentals Course Resources – Foundant Technologies

GLM Fundamentals: Basics and Building Blocks

Videos	Articles
Email Templates	Build an Email Template
Automatic Emails	Merge Fields in Email Templates
Send Emails	Email Merge Field Guide
Generate Merge Documents	Configure Automatic Emails
	Send an Email
	Email History Page
	Merge Templates Overview
	Build and Edit a Merge Template
	DocuSign Integration

Videos	Articles
Eligibility Center	Grants Manager Process or Request Assignments
	Set Custom Grants Manager Permissions
	Third Party Feature Overview
	Add a Third Party Group
	Build Third Party Email Templates
	Eligibility Quiz Overview
	Add an Eligibility Quiz to a Process
	Eligibility Center for Eligibility Quiz
	Build Eligibility Quiz Rules
	Customize the Eligibility Quiz Failure Message
	Question Type: Regular Expression (Regex)
	Advanced License Custom Columns
	My Organization Chart
	Batch Import Payments

Videos	Articles
	Edit Site Settings
	GLM Configurable Site Settings
	Workload Page Options
	Create Custom Columns
	Requests and Decisions Page
	Manual Request Entry
	Revert the Status of a Request
	Assign a Request to a Different User
	Archive or Restore a Process
	User Summary Page
	Request Summary Page
	Organization Summary Page
	Shared Documents
	Deactivate or Activate a User
	Add a User
	Move an Applicant to a Different Organization
	Collaborator Feature
	Run a Candid Charity Check
	Get Started with an eReport Map

Videos	Articles
Build a Data Set	Reports and Data Sets Overview
	Run a Report
	Error When Running a Report
	Build an Evaluation Report
	Build a Canceled Installments Report
	Build an Overdue Follow Ups Report

Videos	Articles
Add Forms and Questions to Forms	Add, Remove, or Change Forms in Process Stages
Process Level Question Branching	Form Due Dates
Administrator Decisions Workflow	LOI Workflow for Administrators
Follow Ups	Question Types Overview
	Add, Edit, Delete, and Preview Form Questions
	Decisions Stage Forms
	Shared Questions
	Candid for Grant Applications
	Question Types Overview
	Add a Third Party Group
	Question Branching
	Add a Table
	Configure an Evaluation Stage
	Auto Configure Installments
	Show Decision Status and Award Details
	Follow Up Auto Due Date Options
	Show Follow Ups with Decision Status
	Follow Up Submission Logic

Videos	Articles
Evaluations - Administrator Workflow	GLM Request Workflow Charts
QuickBooks Integration and SSO Webinar Clip	End to End Process Testing Videos
	GLM Applicant Tutorial
	Proxy In as Another User
	Mark LOI or Application Complete or Incomplete
	Assign Evaluators to Requests
	Evaluation Tutorial
	View Evaluations
	Close Evaluations
	Approve a Request
	Deny Requests
	Edit Decision Information After Approving or Denying a Request
	Add Installments to an Approved Request
	Assign Follow Ups to Requests
	Applicant Tutorial - Submit a Follow Up Form
	Mark a Follow Up Complete
	Payment Tracking Page
	Enter a Payment
	Budgeting Tool
	QuickBooks Online Integration