Change the Fund Status to Live or Draft

This article provides information on how to change the fund status to live or draft. 

An administrator can change the fund status to live or draft, however the fund status can only be changed from live to draft if no gift has been given.

 

Complete these steps to change the fund status to live or draft:

1. From Giving go to Funds in the main menu.

2. Click on the desired fund to view the Fund Details.


3. Click on the ellipsis to view the drop-down menu.


4. Select Edit Fund Settings.


5. Select either Live or Draft. (The fund can only be change from live to draft if no gift has been given.)


6. If making the fund Live, confirm your intention by clicking on Yes.


7. Click on Save.


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