--- title: "Table of Contents" slug: "clone-table-of-contents" tags: ["Getting started", "Table of Contents", "Contents"] updated: 2025-07-11T16:57:22Z published: 2025-07-11T16:57:22Z canonical: "docs.foundationhub.com/clone-table-of-contents" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.foundationhub.com/llms.txt > Use this file to discover all available pages before exploring further. # Table of Contents FoundationHub “How-To” Document Issue Date: 2025 **Contents** [**Getting Started**](/v1/docs/getting-started) [**Navigating the System**](/v1/docs/menu-options-1) [Menu Options](/v1/docs/menu-options-1) [Support Section](/v1/docs/support-section) [Exporting](/v1/docs/exporting) [Ensuring Information Flows throughout FoundationHub](/v1/docs/ensuring-information-flows-throughout-fh) [New Inbox – Default Option](/v1/docs/new-inbox-default-option) [**Administration**](/v1/docs/administration) [App Manager](/v1/docs/app-manager) [**Securities & Liquidity Vehicles**](/v1/docs/securities-liquidity-vehicles) [Securities & Liquidity Vehicles](/v1/docs/securities-liquidity-vehicles-1) [Creating New Securities](/v1/docs/creating-new-securities) [Editing a Security](/v1/docs/editing-a-security) [Creating a Liquidity Vehicle (Cash Account)](/v1/docs/creating-a-liquidity-vehicle-cash-account) [**Bank Accounts**](/v1/docs/bank-accounts) [New Bank Account Screens](/v1/docs/new-bank-account-screens) [Creating Bank Accounts](/v1/docs/creating-bank-accounts) [Editing a Bank Account](/v1/docs/editing-a-bank-account) [Linking a Liquidity Vehicle (Cash Account) to a Bank Account](/v1/docs/linking-a-liquidity-vehicle-cash-account-to-a-bank-account) [Liking Bank Accounts to Grantees/Vendors or Funds](/v1/docs/sr-using-ach-payments) [**Setting Up a New Fund / Editing a Fund**](/v1/docs/fund-setup) [Fund Setup](/v1/docs/fund-setup) [Fund Maintenance](/v1/docs/fund-maintenance) [Updating Investment Allocation](/v1/docs/updating-investment-allocation) [Closing a Fun](/v1/docs/closing-a-fund)d [Linking Contacts to Funds](/v1/docs/clone-mass-linked-funds-update) [**Adding New Contacts**](/v1/docs/adding-new-contacts) [**Types of Contacts**](/v1/docs/types-of-contacts-1) Contacts Definitions [**Interested Party**](/v1/docs/interested-party) [Adding a New Interested Party](/v1/docs/sr-adding-a-new-interested-party) [Searching for an Interested Party](/v1/docs/searching-for-an-interested-party-in-foundationhub) [Interested Party - Edit Capabilities](/v1/docs/interested-partys-profile-sections-edit-capabilities) [**Grantee**](/v1/docs/grantee) [Adding a New Grantee](/v1/docs/adding-a-new-granteenbsp) [Searching for a Grantee](/v1/docs/searching-for-a-grantee-in-foundationhub) [Grantee - Edit Capabilities](/v1/docs/grantees-profile-sections-edit-capabilities) [**Vendor**](/v1/docs/vendor) [Adding a New Vendor](/v1/docs/adding-a-new-vendornbsp) [Searching for a Vendor](/v1/docs/searching-for-a-vendor-in-foundationhub) [Vendor - Edit Capabilities](/v1/docs/vendors-profile-sections-edit-capabilities) [**Contact Profile Functionalities**](/v1/docs/contact-profiles-functionalities) [Mass ‘Linked Funds’ Update](/v1/docs/mass-linked-funds-update) [Mirror a Donor’s Donorsphere Account](/v1/docs/mirror-a-donors-donorsphere-account) [Modifying Contact Profile’s Sections & Fields](/v1/docs/modifying-contact-profile-sections-fields) [**Creating a Fund Holder (Legal Entity Organization)**](/v1/docs/clone-creating-a-legal-entity-organization-fund-holder) [**Transaction Processin**](/v1/docs/transaction-processing-1)**g** [Transaction Processin](/v1/docs/transaction-processing-2)g [Processing a Cash Receipt](/v1/docs/processing-a-cash-receipt) [Creating a Deposit](/v1/docs/creating-a-deposit) [Generating a Receipt Letter (Acknowledgment)](/v1/docs/generating-a-receipt-letter-acknowledgment) [Processing a Disbursement Request](/v1/docs/processing-a-disbursement-request) [Purchasing a Security](/v1/docs/purchasing-a-security) [Scheduling a Disbursement](/v1/docs/scheduling-a-disbursement) [Payment Processing](/v1/docs/payment-processing) [Transfer](/v1/docs/transfer) [My Forms Templates to Replicate Transactions](/v1/docs/my-form-templates-1) [Reversing Transactions (Canceling)](/v1/docs/reversing-transactions-canceling-reversing-a-cash-receipt) [Reversing a Cash Receipt](/v1/docs/reversing-transactions-canceling-reversing-a-cash-receipt) [Reversing a Non-Check Disbursement](/v1/docs/reversing-a-non-check-disbursement) [Reversing a Check Disbursement (Void Check)](/v1/docs/reversing-a-check-disbursement-void-check) [Reversing Receipts – Securities](/v1/docs/receipts-securities) [Reversing an Interfund Transfer](/v1/docs/reversing-an-interfund-transfer) [**Statements**](/v1/docs/statements) [Generating Statements](/v1/docs/generating-statements) [Searching Statements](/v1/docs/searching-statements) [Ad-Hoc Statement](/v1/docs/ad-hoc-statement) [Entity Statement](/v1/docs/entity-statement) [**Security Pricing**](/v1/docs/security-pricing-1) [**Fees**](/v1/docs/fees-1) [**Spending Policy**](https://docs.pgfundconnection.com/v1/docs/spending-policy) [SP Distribution](https://docs.pgfundconnection.com/v1/docs/sp-distribution-user-guide-final) [**Reports**](/v1/docs/reports-1) [New Donor Reports - LYBUNT, AYBUNT](/v1/docs/new-donor-reports-lybunt-aybunt) [Standard Reports and Descriptions](/v1/docs/reports-1) [Accessing Workflow Reports v2](/v1/docs/accessing-workflow-reports-v2) [Filters](/v1/docs/filters) [Creating Report](/v1/docs/creating-reports)s [Editing Columns](/v1/docs/editing-columns) [Miscellaneous Features](/v1/docs/miscellaneous-features) [Journals](/v1/docs/journals) [Pending Grants Report](/v1/docs/pending-grants-report) [Cash Receipt Workflow Report](/v1/docs/cash-receipt-workflow-report) [General Ledger Report](/v1/docs/general-ledger-report) [Transactions by Account Report](/v1/docs/transactions-by-account-report) [**DonorSphere Utilities & Administration How-To-Guide**](/v1/docs/ds) [**DonorSphere Administration Overview**](https://portal.document360.io/v1/docs/donorsphere-administration-overview) [Accessing Administration Page](https://portal.document360.io/v1/docs/accessing-administration-page) [Editing Content](https://portal.document360.io/v1/docs/editing-content) [Insert Hyperlink](https://portal.document360.io/v1/docs/insert-hyperlink) [**How to Log into DonorSphere**](https://portal.document360.io/v1/docs/how-to-log-into-donorsphere-1) [**Articles**](https://portal.document360.io/v1/docs/articles) [Manage Articles](https://portal.document360.io/v1/docs/manage-articles) [Create New Article](https://portal.document360.io/v1/docs/create-new-article) [Inside Article](https://portal.document360.io/v1/docs/inside-article) [**Carousels**](https://portal.document360.io/v1/docs/carousels-1) [**Documents**](https://portal.document360.io/v1/docs/documents-2) [**Emails**](https://portal.document360.io/v1/docs/emails-2) [View Email Templates](https://portal.document360.io/v1/docs/emails-1) [Edit Email Templates](https://portal.document360.io/v1/docs/edit-email-templates) [Insert System Variables](https://portal.document360.io/v1/docs/insert-system-variables) [**Initiatives**](https://portal.document360.io/v1/docs/initiatives-1) [**CSS (Cascading Style Sheets**](https://portal.document360.io/v1/docs/css-cascading-style-sheets) [Manage CSS (Cascading Style Sheets](https://portal.document360.io/v1/docs/manage-css-cascading-style-sheets) [**DonorSphere Preferences**](https://portal.document360.io/v1/docs/preferences) [**DonorSphere Preferences Tabs**](https://portal.document360.io/v1/docs/donorsphere-preferences-tabs) [About DonorSphere Preferences](https://portal.document360.io/v1/docs/how-to-access-donorsphere-preferences) [Gift Settings](https://portal.document360.io/v1/docs/gift-settings) [Grant Setting](https://portal.document360.io/v1/docs/grant-settings)s [Distribution Setting](https://portal.document360.io/v1/docs/distribution-settings)s [Transfer Settings](https://portal.document360.io/v1/docs/transfer-settings) [**Fund Settings Preferences**](https://portal.document360.io/v1/docs/fund-settings-preferences) [How to Access Fund Settings](https://portal.document360.io/v1/docs/how-to-access-fund-settings) [Interested Parties - Profile Account Link Preferences](https://portal.document360.io/v1/docs/profile-account-link-preferences) [Investment Options - Account Preferences](https://portal.document360.io/v1/docs/account-preferences) [Communication Preferences - Fund Paperless Statements](https://portal.document360.io/v1/docs/fund-paperless-statements) [**Home Page Preferences**](https://portal.document360.io/v1/docs/home-page-preferences) [Display Initiatives on Home Page](https://portal.document360.io/v1/docs/display-initiatives-on-home-page) [Display Inside Article on Home Page](https://portal.document360.io/v1/docs/display-inside-article-on-home-page) [Show Fund Allocations on Home Page](https://portal.document360.io/v1/docs/show-fund-allocations-on-home-page) [My Contacts Box](https://portal.document360.io/v1/docs/my-contacts-box) [Show Address on Contact Us](https://portal.document360.io/v1/docs/show-address-on-contact-us) [Recent Activity Box](https://portal.document360.io/v1/docs/recent-activity-box) [**Notification Preferences**](https://portal.document360.io/v1/docs/notification-preferences) [Global Notifications](https://portal.document360.io/v1/docs/global-notifications) [Notifications: Account Change](https://portal.document360.io/v1/docs/notifications-account-change) [Notifications: Password Change](https://portal.document360.io/v1/docs/notifications-password-change) [Notifications: Profile Chang](https://portal.document360.io/v1/docs/notifications-profile-change)e [Notifications: Username Change](https://portal.document360.io/v1/docs/notifications-username-change) [**Search Preferences**](https://portal.document360.io/v1/docs/search-preferences) [Search Preferences](https://portal.document360.io/v1/docs/search-preferences) [Initiative Search Box](https://portal.document360.io/v1/docs/initiative-search-box) [Recent Grantees Box](https://portal.document360.io/v1/docs/recent-grantees-box) [Search GuideStar Checkbox](https://portal.document360.io/v1/docs/search-guidestar-checkbox) [**User Profile Preferences**](https://portal.document360.io/v1/docs/user-profile-preferences) [How to Access Profile](https://portal.document360.io/v1/docs/how-to-access-profile) [Profile Charitable Interests](https://portal.document360.io/v1/docs/profile-account-link-preferences-1) [Profile Communication Preferences](https://portal.document360.io/v1/docs/profile-communication-preferences) [View Only Preference](https://portal.document360.io/v1/docs/view-only-preference)s [**Other Preferences**](https://portal.document360.io/v1/docs/other-preferences) [Ask for Account at Registration](https://portal.document360.io/v1/docs/ask-for-account-at-registration) [Default Report Date Range](https://portal.document360.io/v1/docs/default-report-date-range) [Closed Funds](https://portal.document360.io/v1/docs/closed-fund-preferences) [**DonorSphere Site Functionality**](https://portal.document360.io/v1/docs/donorsphere-site-functionality) [How to Make a Grant in DonorSphere](https://portal.document360.io/v1/docs/how-to-make-a-grant-in-donorsphere-1) [How to Make a Transfer in DonorSphere](https://portal.document360.io/v1/docs/how-to-make-a-transfer-in-donorsphere-1) [**Giving Buttons**](/v1/docs/giving-buttons-2) [Table of Contents](/v1/docs/table-of-contents-1) [Welcome to Giving Buttons](/v1/docs/welcome-to-giving-buttons) [Giving Button Prerequisites](/v1/docs/giving-button-prerequisites) [How to Create and Embed a new Giving Button and Giving Button Settings from FoundationHub](/v1/docs/how-to-create-and-embed-a-new-giving-button-and-giving-button-settingsnbspfrom-foundationhub) [2a. How to Create a New Giving Button](/v1/docs/2a-how-to-create-a-new-giving-button) [2b.How to Edit a Giving Button](/v1/docs/2bhow-to-edit-a-giving-button) [2c. How to Embed a Giving Button](/v1/docs/2c-how-to-embed-a-giving-button) [2c. Giving Buttons Settings](/v1/docs/2c-giving-buttons-settings) [3. How to Create and Publish Giving Button Emails](/v1/docs/3-how-to-create-and-publish-giving-button-emails) [4. Giving Button Reports](/v1/docs/4-giving-button-reports) [4a. Giving Button Reports in FoundationHub](/v1/docs/4a-giving-button-reports-in-foundationhub) [4b. Giving Button Reports in DonorSphere](/v1/docs/4b-giving-button-reports-in-donorsphere) [5. Giving Buttons in DonorSphere](/v1/docs/5-giving-buttons-in-donorsphere) [5a. How a Donor can Create a New Giving Button](/v1/docs/5a-how-a-donor-can-create-a-new-giving-button) [5b. How to Edit an existing Giving Button as a Donor](/v1/docs/5b-how-to-edit-an-existing-giving-button-as-a-donor) [5c. How to Share a Giving Button as a Donor](/v1/docs/5c-how-to-share-a-giving-button-as-a-donor) [6. The Process of a Giving Button Contribution from a Registered or Unregistered DonorSphere User](/v1/docs/6-the-process-of-a-giving-button-contribution-from-a-registered-or-unregistered-donorsphere-user) [6a. The Process of Giving to a Giving Button – Contribution from a Registered User](/v1/docs/6a-the-process-of-giving-to-a-giving-button-contribution-from-a-registered-user) [6b. The Process of a Giving Button - Contribution from an Unregistered User](/v1/docs/6b-the-process-of-a-giving-button-contribution-from-an-unregistered-user) CONFIDENTIALITY AND TREATMENT OF INFORMATION This document and all information in it are provided for the use of the client and must be treated as proprietary and confidential and shall not be used for any other purposes. By accepting delivery of this document, the recipient agrees to maintain its confidentiality. No portion of this document may be reproduced, distributed, or shared with any party or company excepting the direct recipient(s) unless specifically authorized by FidTech Partners, LLC (“FidTech”)’s written consent. ## ## ### ###