Premium Features Package Content

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.

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.

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.

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.

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.

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.

Use the Project Inquiry feature to configure Dynamic Customer Messaging.

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.