PowerClerk Support Center

Project Pages
Project Admin Page
Locating the Project Admin Page
How to Use the Project Admin page
Project View/Edit Page
Locating the Project View/Edit Page
How to use the Project View/Edit Page
Program Design
Automations
Questions to Ask
Locating the Automations feature
How to create an Automation
Automation Triggers
Automation Action Rules
Validation Rules
Scheduled Triggers
Troubleshooting Automations
FAQs
Channels
Questions to ask yourself
Locating the Channels feature
What are Channels?
Types of Channels
Channel Type: Mark as Child
Channel Type: Make Successor
Channel Type: Create Related Project
Channel Type: Submit Related Project
Channel Type: Project Lookup
How to create a Channel
Channel Signals and Automations
Using Channels in Test Environments
FAQs
Communications
Questions to ask yourself
Locating the Communications feature
Creating Communication templates
Finding Data Tags
Images in Communications
Sending Mass Communications
Project Attachments and Content Library Items
Smart Templates
Upgrading to Smart Templates
Upgrading when a Test Environment Exists
Broken Template Tags
Examples of Broken Template Tags
PowerClerk Mass Communication Policy
FAQs
Connections
Questions to ask yourself
Locating the Connections feature
What are Connections
How to Create a Web Connector
Define the Web Connector
Connecting, Testing, and Enabling the Web Connector
Creating a Standard Web Connector Configuration
Utilizing Connections on PowerClerk
Maintaining and Editing the Web Connector
Web Connector Payload Type Format
Supported Message Versions
Error Handling
Custom List Lookup
Create a Custom List Lookup
Utilizing Custom List Lookup
FAQs
Content Library
Questions to ask yourself
Locating the Content Library feature
Uploading content to the Content Library
Use with Communication Templates
Use for Front Page content
FAQs
Custom API IDs
Questions to Ask
Locating the Custom API IDs feature
How to edit a Custom API ID
FAQs
Data Fields
Questions to ask yourself
Locating the Data Fields feature
How to work with Data Fields
Custom Lists and Data Field Groups
Table form element
PV System + batteries element
FAQs
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
Questions to ask yourself
Locating the Document Templates feature
How to define a new Template
How to define a new Merged Document
eSignatures
DocuSign template tags
Mapping eSignature tags
Smart Templates
FAQs
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
Questions to ask yourself
Locating the Forms feature
How to create and edit Forms
Adding data fields
Configuring Forms
VersaForms
Sensitive Data Fields
FAQs
Formulas and Calculated Fields
Questions to ask yourself
Locating the Formulas feature
How to work with Formulas and Calculated Fields
Formula Data Dictionary
Dynamic Formula References
Rules of Formula References
Advanced Visibility Rules
Video Guides: Formulas
FAQs
Front Page
Questions to ask yourself
Locating the Front Page feature
How to edit the Front Page
FAQs
Incentive Design
Questions to ask yourself
Locating the Incentive Design feature
How to create and edit Incentive Designs
Incentive Options for One-Time Incentive Type
Incentive Design Options
FAQs
Milestones
Questions to ask yourself
Locating the Milestones feature
How to define a Milestone
FAQs
Project List Columns
Questions to ask yourself
Locating the Project List Columns feature
How to use Project List Columns
FAQs
Project Summary
Questions to ask yourself
Locating the Project Summary feature
How to edit the Project Summary
FAQs
Project Views
Questions to ask yourself
Locating the Project Views feature
How to edit Project Views
FAQs
Roles
Questions to ask yourself
Locating the Roles feature
How to create and edit a Role
Access Groups
Access Groups and Automations
Access Groups and Data Imports
Access Groups and Reports
FAQs
Workflow
Questions to ask yourself
Locating the Workflow feature
How to create and edit the Workflow
Transitions
Workflow Example Overview
FAQs
Administration
Announcements
Locating the Announcements feature
Creating an Announcement
Triggering an Announcement
Managing Announcements Topic List
Managing Announcement Topic Enrollment Via User Account
Prerequisites for Using Announcements
Business Days
Questions to ask yourself
Locating the Business Days feature
Setting up Business Days
FAQs
Dashboards
Questions to ask yourself
Locating the Dashboards feature
How to create widgets in your Dashboard
Other Dashboard Actions
Data Import
Questions to ask yourself
Locating the Data Import feature
Steps to Complete a Data Import
Data Import Configurations
Column Header Types
Automatic Data Imports via SFTP
Revert Data Imports
FAQs
Duplicate Check
Questions to ask yourself
Locating the Duplicate Check feature
How to use Duplicate Checks
FAQs
Import Projects
Questions to ask yourself
Locating the Import Projects feature
How to Import From V2
FAQs
Operation Status
Questions to ask yourself
Locating the Operation Status feature
How to use the Operation Status feature
FAQs
Program Info
Project Inquiry
Locating the Project Inquiry feature
How to edit the Project Inquiry Settings
Automating Communications for Project Inquires
Inquiry Summary
Questions to ask yourself
Locating the Program Info feature
How to edit the Program Info menu
Notification Banners
Usage Info
FAQs
Program Statistics
Questions to ask yourself
Locating the Program Statistics feature
How to use Program Statistics
FAQs
Reports
Questions to ask yourself
Locating the Reports feature
How to setup Reports
Multi-instance reports
Sharing Reports
Integrate scheduled Reports
Cross-Program Reports
FAQs
User Administration
Questions to ask yourself
Locating the User Administration feature
How to work with User Administration
FAQs
Test Environment
FAQs
Questions to ask yourself
Locating the Test Environment feature
How to setup a Test Environment
Tools Menu
My Account
Questions to Ask
Locating the My Account feature
How to use the My Account feature
Setting up Multi-Factor Authentication
Missing, lost, or stolen mobile devices: resetting Multi-Factor Authentication
Disabling Multi-Factor Authentication
Recovery Guidelines for MFA Administrators
FAQs
FormSense
Questions to Ask
Locating the FormSense feature
How to use the FormSense feature
FAQs
Grant Access
Questions to Ask
Project Grants vs Broad Grants (i.e. "Grant Access")
Locating the Project Grant feature
Locating the Grant Access feature
How to use the Grant Access feature
FAQs
Integration Guides & API
ePayments
Questions to ask yourself
Locating the ePayments History feature
How to add ePayments
FAQ
PowerClerk API
Questions to Ask
What is the PowerClerk API?
What can the PowerClerk API do?
Integrating with the PowerClerk API
API Documentation for Developers
Single Sign On (SSO)
Questions to Ask
PowerClerk SSO Configuration
Azure AD Configuration (SAML)
Azure AD Configuration (OIDC)
Okta IDP Configuration (SAML)
SP Configuration
SSO for multiple programs
IDP Configuration Troubleshooting
FAQs
Integration Guide 001: How to configure an ArcGIS Connector – ArcGIS Implementation
Integration Guide 002: How to configure Electric Power Research Institute’s (EPRI) DRIVE Connect software with PowerClerk
PowerClerk Video Guides
Setting up Roll-up Reports
New User Video Guide
Configuring Forms
Roles and User Administration
Setting up Business Days
Formulas and Advanced Visibility Rules
Visualize Workflows
Dashboards
ArcGIS
FormSense
API
Edit Forms - Tutorial #1
SFTP Automatic Data Import
Calculated Fields
Web Connector Setup
Build A Formula
Milestones
Edit Forms - Tutorial #2
Project Summary
Automation with Formulas in Action Rules
PowerClerk Program Launch
PowerClerk User Group Sessions (UGS)
Learning Management System (LMS)
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Program Design

Automations

Automations

Automations allow you to automatically trigger PowerClerk to advance a project’s status, send out a Communication Template, or validate user input on your Forms.

Continue reading on the Automations page…



Channels

Channels

Use Channels to synchronize data across programs and projects and create a hierarchy of relations between the two.

Continue reading on the Channels page…



Communication Templates

Communication Templates

The Communications feature is a powerful and flexible way for administrators to automatically generate email communications to participants and other administrators.

Continue reading on the Communication Templates page…


Connections

Connections

Use Connections to integrate access to custom web services with Web Connectors (formerly called Standard Web Adapters).

Continue reading on the Connections page…



Content Library

Content Library

Use PowerClerk’s new Content Library to keep embedded images and attachments for Communication Templates and content for the Front Page organized in one place.

Continue reading on the Content Library page…


PowerClerk API

Custom API IDs

Standardize the naming convention for programmatically affecting PowerClerk data fields by defining Custom API IDs.

Continue reading on the Custom API IDs page…


Data Fields

Data Fields

Search and find all your Data Fields throughout the program, making it easy to reference in other features like Communication Templates.

Continue reading on the Data Fields page…


Deadlines

Deadlines

Deadlines enable administrators to keep stakeholders abreast of the timing requirements for any application. PowerClerk can automatically send reminder communications prior to expiration of a deadline and can also send additional communications and/or change the status of a particular application when a deadline expires.

Continue reading on the Deadlines page…


Document Templates

Document Templates

PowerClerk offers document generation functionality. Generated documents may be defined to be available conditionally based on application data, similar to electronic attachments.

Continue reading on the Document Templates page…


eSignature Envelopes

eSignature Envelopes

Use eSignature envelopes to generate eSignatures and include them in a Form.

Continue reading on the eSignature Envelopes page…


Forms

Forms

Forms in PowerClerk are configurable by administrators, and can include logic that makes them dynamic and responsive based on user input. Data required in an application are entered into the application form by the applicant and are visible to the administrator upon submission.

Continue reading on the Forms page…


Formulas

Formulas

The Formulas feature has been designed to enable math to be performed in Forms automatically by PowerClerk using references to Data Fields and constants. An intuitive drag-and-drop Formula editor is used to configure Formulas.

Continue reading on the Formulas page…



Front Page

Front Page

Each program in PowerClerk includes a custom URL (agencyname.powerclerk.com) and custom content shown on the front (login) page at that URL.

Continue reading on the Front Page page…



Incentive Design

Incentive Design

Create incentives to support programs that deliver payouts to applicants.

Continue reading on the Incentive Design page…


Milestones

Milestones

Set Milestones to best communicate with your applicants on progress, reducing confusion and providing a clear view on the process.

Continue reading on the Milestones page…



Project List Columns

Project List Columns

When visiting the HOME screen of your program, you will notice a list of current projects. Information about each project is based on the fields selected for the Project List Columns.

Continue reading on the Project List Columns page…



Project Summary

Project Summary

Use the Project Summary feature to deliver key program information to your users when viewing project details.

Continue reading on the Project Summary page…



Project Views

Project Views

The list of projects offered on your HOME screen allows for orderly display by project status when you define the respective tab within PowerClerk’s Project Views feature.

Continue reading on the Project Views page…


Roles

Roles

Roles control who can see and do what actions at what time. A hierarchy of roles, each with uniquely defined permissions, can be specified by the Administrator.

Continue reading on the Roles page…



Workflow

Workflow

Administrators have self-service control over the workflow for each program in PowerClerk, and each program can have a unique workflow.

Continue reading on the Workflow page…