This document helps you navigate and troubleshoot product questions. Watch a 5-min overview for an example setup.’

Table of Contents

1. Getting Started

What is DONATION Online

Quick Start Guide

Overview Page and Main Menu

Settings

Migrating Data from Classic Versions

2. Organization Settings

Managing Billing and Subscription

Adding and Managing Users

Adjusting User Preferences

Editing General Organization Info

3. Managing Donors

Understanding the Donors Section

Adding New Donors

Editing and Deleting Donors

Managing Donor Spouses