Pro Services and General Support

Articles in this section

• Foundant Support Hub Navigation
• Knowledge Base to Support Hub Transition FAQ
• Foundant Help Menu is Missing
• Zoom Meetings - FAQ and Troubleshooting
• How to Allow / Block Cookies
• Why am I being logged out of the system?

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Merge Templates

Articles in this section

• Email Merge Fields Cheat Sheet
• Mail Merge Envelope
• Word 2016 Mail Merge Tutorial
• Changing the Number Format of a Merge Field in Mail Merge
• Changing the Date Format of a Merge Field in Merge Template
• Create Documents from Requests & Decisions

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Applicant Workflow

Articles in this section

• Applicant Can't Submit a Follow Up
• Applicant Dashboard
• Guiding Applicants Through the Process

Organizations

Articles in this section

• Ajah
• Using the Boat Method to Move a Request from One Organization to Another
• GuideStar Charity Check Fields
• How To Run a GuideStar Charity Check
• Upload a Document to an Organization Summary
• How To Move a Request To a Different Organization

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Forms

Articles in this section

• Edit and Delete Form Questions
• Allow Rich Text for Form Questions
• Question Branching: Add a Branched Group
• Question Types: Nested List
• In Form Question Branching
• Shared Questions

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Universal Application

Articles in this section

• Universal Application: Basic Maintenance
• Universal Application: Change Eligibility Rules
• Universal Application: Edit the Application
• Universal Application: Hide an Opportunity
• Universal Application: Add an Opportunity
• UA Eligibility: Changes to Questions and Rules

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CommunitySuite Integration

Articles in this section

• Integrated Custom Fields
• Sync CSuite Scholarships to SLM
• Add a CSuite Process in SLM
• Pay Synced Scholarships
• Sync SLM Requests to CSuite
• Merging Organizations Synced to CSuite

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Advanced License Features

Articles in this section

• Create Custom Columns
• Copy Functionality
• Adding an Eligibility Form
• Building Eligibility Quiz Rules and Rule Groups - GLM
• Eligibility Center for Eligibility Quiz
• Eligibility Quiz: Applicant Workflow

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GLM/SLM Basics

Articles in this section

• Add New User to Existing Organization
• Sort Workload Page by Multiple Column Headers
• Add an Image in the Rich Text Editor
• Does GLM have a feature that searches to see if an organization is on the terrorist watch list?
• Document Viewer
• Status Change Log

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Administrator Workflow

Articles in this section

• SLM: Send One Denial Email Per Applicant
• Adding Country Code to Your Registration Page
• Workload Page Options and Best Practices
• Reallocating Funds for COVID-19 Relief Efforts
• Attach Follow Up to Overall Award or Installment Form
• Options for Evaluating Follow Up Forms

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Reports and Data Sets

Articles in this section

• Error When Running a Report
• Common Reporting Formulas
• Include Related Form Data
• Create a Canceled Installments Report
• Using IIF Statements To Import Your Data Into FIMS
• Exporting Data from Foundant and Importing it into FIMS

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Processes

Articles in this section

• What Does Archiving a Process Do
• Restore an Archived Process
• Process Stages and Colors
• Applicants Can't Access a Process
• Why did my Green process stage turn Yellow?
• How to Archive a Process

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Users

Articles in this section

• Password Reset Email Not Received
• User Role Selector
• Log In (Proxy In) as Another User
• Merge Duplicate Users
• How To Assign a Request to a Different User
• Updating a User's Profile Information

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Emails

Articles in this section

• Safe Sender List Email Instructions
• Email Receipt Verification
• Email History
• Email Attachments
• Send Batch Emails Using Email Templates
• Previewing Emails

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Configurable Site Settings and Features

Articles in this section

• Show Follow Ups with Decision Status
• Select Date and Time Formats
• Set Custom Columns for Evaluators
• Reset Two-Factor Authentication for a User
• Two-Factor Authentication
• Quick Navigation

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Evaluator Workflow

Articles in this section

• Board Members That Are Not Evaluators Tutorial
• Evaluators Accessing Follow Ups
• Viewing Submitted Forms Outside of GLM
• Evaluator Facing Tutorials