PowerClerk Support Center
- Program Design
-
- Automations
- Channels
- Communications
- Connections
- Content Library
- Custom API IDs
- Data Fields
- Deadlines
-
- Questions to ask yourself
- Locating the Deadlines feature
- What are Deadlines
- How to Create a Deadline
- Deadline Automation Action Rules
- Utilizing Project Admin Page for Deadlines
- Communication Templates for Deadlines
- Deadline Set/Satisfy Options
- Program-Wide Deadline Actions
- Reporting on Deadlines
- Deadlines in Project List Columns
- FAQs
- Document Templates
- eSignature Envelopes
-
- Questions to Ask
- Locating the eSignature Feature
- What are eSignature Envelopes?
- eSignature Checklist: The Prerequisites to create a new Envelope
- How to set up Advanced eSignature Envelopes Step-by-Step
- How to add an eSignature Envelope to a form
- eSignature Automation Trigger
- Viewing Completed eSignature Envelopes
- Resending eSignature Notifications
- Canceling eSignatures
- FAQs
- Forms
- Formulas and Calculated Fields
- Front Page
- Incentive Design
- Milestones
- Project List Columns
- Project Summary
- Project Views
- Roles
- Workflow
- Administration
- Tools Menu
- Integration Guides
- PowerClerk Video Guides
-
- New User Video Guide
- Setting up Business Days
- Dashboards
- FormSense
- Edit Forms - Tutorial #1
- Build A Formula
- Edit Forms - Tutorial #2
- Automation with Formulas in Action Rules
- Configuring Forms
- Formulas and Advanced Visibility Rules
- Calculated Fields
- Milestones
- Project Summary
- Setting up Roll-up Reports
- Roles and User Administration
- Visualize Workflows
- ArcGIS
- API
- SFTP Automatic Data Import
- Standard Web Adapter Setup
- PowerClerk Program Launch
- PowerClerk User Group Sessions (UGS)
- Learning Management System (LMS)
Premium Features Package Content
Premium Features extend the capabilities of PowerClerk to handle specific use cases for program administration. Please contact your PowerClerk Account Executive to discuss pricing and implementation of Premium Features for your program by sending us an email to support@powerclerk.com.
Adding Premium Features to your subscription provides:
Adding Premium Features to your subscription provides:
- Automations & Scheduled Triggers
- Configurable Attachments
- Cross Program Reporting
- Custom List
- Formulas/Calculated Fields
- Large attachments
- Project Inquiries
- Sensitive Data Fields
Automations & Scheduled Triggers
Automations streamline your Workflow to save time on the most repetitive steps in processing applications. PowerClerk offers also the option to setup Scheduled Triggers. These triggers allow you to run one of your Reports, for example, on a scheduled basis set to either daily, weekly, monthly, or yearly.
Continue reading on the Automations page…

Configurable Attachments
This option allows Program Designers to choose which file types are acceptable for each attachment field (e.g., .JPEG, .PNG, .CAD, etc.). You can define a variety of acceptable file formats with the exclusion of executable files like .exe or .bat.
Continue reading in the Configurable Attachments section…

Cross Program Reporting
Cross Program Reporting allows you to run reports across multiple PowerClerk programs that you have in your agency. To set up programs for cross-program reporting, please contact Clean Power Research to configure and enable this feature for your programs and state the programs you would like to run a report on. In addition, the roles intended to run this kind of report need to have the admin privilege “Edit Cross-Program Report Mapping” enabled.
Continue reading in the Cross Program Reporting section…

Custom Lists
PowerClerk’s Data Fields functionality allows you to define Custom Lists under the Custom Lists-tab. A Custom List can be any kind of hierarchical list of data, that you would like your applicants to be able to select pre-defined data from.
Continue reading in the Custom Lists section…

Formulas/Calculated Fields
Use Formulas with PowerClerk’s intuitive drag-and-drop Formula editor to perform calculations in Forms that assist applicants and increase data accuracy and enable math to be performed in Forms automatically.
Continue reading on the Formulas/Calculated Fields page…

Large attachments
The option to allow Large File sizes to be attached can be configured to enable attachments larger than the platform default. Please note: This option should only be used in circumstances explicitly requiring a deviation from the default value.
Continue reading in the Large attachments section…

Project Inquiries
Use the Project Inquiry feature to configure Dynamic Customer Messaging.
Continue reading on the Project Inquiry page…

Sensitive Data Fields
PowerClerk allows you to add Sensitive Data Fields to capture sensitive user information, such as Social Security Numbers or W9 information, which you want to protect against unwarranted disclosure. Administrators of your program working with Sensitive Data Fields are required to setup Multi-Factor Authentication (MFA) for their account access in PowerClerk for additional security.
Continue reading in the Sensitive Data Fields section…
