How To...
Step-by-Step Instructions for:
Gift Users
- Initiate New Gift Transmittal
- Complete Gift Transmittal Form
- Link / Unlink Gift Transmittals
- View Gift Transmittal Workflow and Status
- Add, Reassign or Remove an Approver
- Reassign Gift Transmittal to Other Award Owning Org
- Copy Gift Transmittal
- Complete the Conflict of Interest Task
- Export Gift Transmittal Data to Excel
Gift Approvers
If you have Gift Approver authority, you can perform Gift User tasks above. Gift Approvers can also:
