This site contains both written and video content to help you get acquainted with the new Guideline Agreements/Statements of Donor Intent application, called GuideLion. Click a link from the following list of topics to access instructions and videos for specific areas of the new application:
Topics for All Development Staff:
1. Big Picture/Overview of the Entire Process
2. Log in and access FAQs
3. “How To” for Functional Reviewers
4. “How To” for Executive Reviewers
5. Search for Documents
6. Retrieve Executed GA/SODIs in their Final Form using iFiles
7. Explore the Dashboards
Additional Topics for those that will be Submitting Requests for New GAs/SODI and/or Change Requests:
8. Enter a New Guideline Agreement (GA)/Statement of Donor Intent (SODI)
9. Use the Views Section to View where in the Process your Submitted Forms/Guideline Agreements are (such as Draft, Needs Approval, Final Document, etc.)
10. Retrieve your Submitted Forms that Require Edits and Proceed to make these Edits and Resubmit
11. Get Released Document Signed
12. Submit a Change Request
13. Retrieve Legacy Documents and Request any Necessary Revisions
Click a link from the above list of topics to begin…