Articles in this section

• Grant & Scholarship Lifecycle Manager Release Notes 2023
• Grant & Scholarship Lifecycle Manager Release Notes Overview
• Grant & Scholarship Lifecycle Manager Release Notes 2020
• Grant & Scholarship Lifecycle Manager Release Notes 2021
• Grant & Scholarship Lifecycle Manager Release Notes 2022

Articles in this section

• Conflict of Interest and Confidentiality Agreement Administrator Workflow
• GLM/SLM Glossary
• Request Status Definitions
• Request Summary Page
• Workload Page Options and Best Practices
• Quick Navigation

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Articles in this section

• Notify Administrator when a User Edits Their Profile
• Registration Pages
• Organization Custom Fields
• User Custom Fields
• Add Country Drop-Down to Registration Pages
• Duplicate Organization/Tax ID Warning Message in Registration

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Articles in this section

• Emails Overview
• Build an Email Template
• Merge Fields in Email Templates
• Email Merge Field Guide
• Email Attachments
• System Emails

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Articles in this section

• Applicant Tutorial - Link to a Video
• Commonly Added Tables
• Question Visibility
• Required Type for Questions
• Character Limits into Estimated Word and Page Counts
• Question Types: Text Questions

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Articles in this section

• Foundant Support Hub Navigation
• Compass for Funders and Community Foundations: Foundant's Online Community
• Foundant Courses and Help Menu: Setup and Troubleshooting
• Foundant Grant and Scholarship Management Certificates
• Foundant Idea Lab
• GLM/SLM Learning Experience

Articles in this section

• Grant Lifecycle Manager and Scholarship Lifecycle Manager Learning Plan
• Introduction to Scholarship Lifecycle Manager
• Introduction to Scholarship Lifecycle Manager for New Administrators
• Introduction to Grant Lifecycle Manager
• Introduction to Grant Lifecycle Manager for New Administrators
• Go Live Checklist

Articles in this section

• Organizations Overview
• Capture Fiscal Sponsor Information
• Candid Charity Check Fields
• Run a Candid Charity Check
• Ajah
• Set or Update an Organization's Primary Contact

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Articles in this section

• Add a New Process
• Processes Overview
• Edit the Process Summary
• Process Visibility Types
• Process Start and End Dates
• Show Contact Info

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Articles in this section

• Native Dashboards
• Reports and Data Sets Overview
• Build a Data Set
• Data Set Output (One Row Per)
• Submission Status Pre-Filter for Data Sets
• Include Related Form Data in a Data Set

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Articles in this section

• Foundant Courses Best Practices
• Process Does Not Appear for Manual Request Entry
• Applicant Can't Submit a Follow Up
• Applicants Can't Access a Process
• Unexpected Color Changes in Process Stages

Articles in this section

• Users Overview
• User Roles Defined
• Custom User Role Names
• User Summary
• Add a User
• Deactivate or Activate a User

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Articles in this section

• DocuSign Integration
• Merge Templates Overview
• Build and Edit a Merge Template
• Generate Merge Documents
• Change the Date or Number Format of a Merge Field

Articles in this section

• Set Custom Grants Manager Permissions
• Grants Manager Permissions Definitions
• Grants Manager Process or Request Assignments
• My Organization Chart
• Advanced License Custom Columns
• Advanced Question Branching

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Articles in this section

• Integrated Denied Grants
• Integration of Organization and User Fields
• CommunitySuite and GLM/SLM Integration Overview
• Prepare your GLM/SLM Site for CommunitySuite Integration
• Sync GLM Requests to CommunitySuite
• Process Synced Grants

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Articles in this section

• Universes Overview
• Universal Application: Student Experience
• Universal Application: Build the Application Form
• Universal Application: Test Untested Opportunities
• Universe or Opportunity Toggled On vs. Off
• Universal Application: Delete Unused Opportunities

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