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

• GLM/SLM Glossary
• Requests and Decisions Page
• Conflict of Interest and Confidentiality Agreement Administrator Workflow
• Request Status Definitions
• Request Summary Page
• Workload Page Options

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Articles in this section

• GLM Configurable Site Settings
• Notify Administrator When a User Edits Their Profile
• Registration Pages
• Organization Custom Fields
• User Custom Fields
• Add Country Drop-Down to Registration Pages

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Articles in this section

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

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Articles in this section

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

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Articles in this section

• Adjust the Visual Accessibility of GLM/SLM in Your Web Browser
• 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
• Foundant Support Hub Navigation

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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

• Organization Summary Page
• Add an Organization
• Organizations Overview
• Capture Fiscal Sponsor Information
• Candid Charity Check Fields
• Run a Candid Charity Check

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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

• Metrics Dashboard
• 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

• Applicant Cannot Submit a Follow Up
• Applicants Cannot Access a Process
• Unexpected Color Changes in Process Stages

Articles in this section

• SLM Request Workflows
• GLM Request Workflows
• Decision Workflow

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
• CommunitySuite and GLM/SLM Integration Overview
• Prepare your GLM/SLM Site for CommunitySuite Integration
• Sync GLM Requests to CommunitySuite
• Pay Synced Grants
• Sync SLM Requests to CommunitySuite

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Articles in this section

• Universal Application Versus Standalone Scholarships
• Archive, Restore, or Delete a Universe
• Universes Overview
• Universal Application: Student Experience
• Universal Application: Build the Application Form
• Universal Application: Test Untested Opportunities

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