Pro Services and General Support

Articles in this section

• Foundant Support Hub Navigation
• Knowledge Base to Support Hub Transition FAQ
• Scholarship Lifecycle Manager Overview
• Grant Lifecycle Manager Overview
• GLM/SLM Learning Experience
• Foundant Help Menu is Missing

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Merge Templates

Articles in this section

• Email Merge Fields Cheat Sheet
• Mail Merge Envelope
• Changing the Number Format of a Merge Field in Mail Merge
• Changing the Date Format of a Merge Field in Merge Template
• Generate Merge Documents
• Build a Merge Template

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
• Move a Request to a Different Organization
• GuideStar Charity Check Fields
• How To Run a GuideStar Charity Check
• Upload a Document to a Request, User, or Organization
• How To Move an Applicant to a Different Organization

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Forms

Articles in this section

• Universal Application: Auto Configure Installments
• 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

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Universal Application

Articles in this section

• Universal Application: Override Failed Eligibility Status
• Universal Application: Basic Maintenance
• Universal Application: Change Eligibility Rules
• Universal Application: Edit the Application
• Universal Application: Hide an Opportunity
• Universal Application: Add an Opportunity

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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

• Question Type: Regular Expression (Regex)
• Create Custom Columns
• Copy Functionality
• Adding an Eligibility Form
• Building Eligibility Quiz Rules and Rule Groups - GLM
• Eligibility Center for Eligibility Quiz

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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?
• Use the Document Viewer
• Status Change Log

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Administrator Workflow

Articles in this section

• SLM: Send One Denial Email Per Applicant
• Add Country Drop-Down to Registration Pages
• Workload Page Options and Best Practices
• Reallocate 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

• Data Set Output (One Row Per)
• Error When Running a Report
• Common Reporting Formulas
• Include Related Form Data in a Data Set
• Create a Canceled Installments Report
• Build an Overdue Follow Ups Report

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Processes

Articles in this section

• The Importance of Copying Processes
• Archived vs. Active Processes
• Restore an Archived Process
• Process Stages and Colors
• Applicants Can't Access a Process
• Unexpected Color Changes in Process Stages

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Users

Articles in this section

• Password Reset Options
• 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

• Universal Application: Merge Fields in Email Templates
• Safe Sender List Email Instructions
• Email History Page
• Email Attachments
• Send Batch Emails Using Email Templates
• Previewing Emails

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Configurable Site Settings and Features

Articles in this section

• Third Party Dashboard Display Days
• Follow Up Submission Logic
• Show Follow Ups with Decision Status
• Select Date and Time Formats
• Set Custom Columns for Evaluators
• Reset Two-Factor Authentication for a User

see all

Evaluator Workflow

Articles in this section

• Evaluator: View a Follow Up
• Application & Evaluation Packets
• Evaluator Facing Tutorials