PowerClerk Support Center

Program Design
Questions to Ask
Locating the Automations feature
How to create an Automation
Automation Triggers
Automation Action Rules
Validation Rules
Scheduled Triggers
Troubleshooting Automations
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
Questions to ask yourself
Locating the Communications feature
Creating Communication templates
Finding Data Tags
Bulk Communications via Data Import
Images in 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 Bulk Email Communication Policy
Questions to ask yourself
Locating the Connections feature
What are Connections
How to Create a Standard Web Adapter
Define Input and Output Fields
Connecting, Testing, and Enabling the Web Adapter
Creating a Standard Web Adapter Configuration
Utilizing Connections on PowerClerk
Maintaining and Editing the Web Adapter
Web Adapter Message Type Format
Supported Message Versions
Error Handling
Custom List Lookup
Create a Custom List Lookup
Utilizing Custom List Lookup
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
Custom API IDs
Questions to Ask
Locating the Custom API IDs feature
How to edit a Custom API ID
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
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
Document Templates
Questions to ask yourself
Locating the Document Templates feature
How to define a new Template
How to define a new Merged Document
DocuSign template tags
Mapping eSignature tags
Smart 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
Questions to ask yourself
Locating the Forms feature
How to create and edit Forms
Adding data fields
Configuring Forms
Sensitive Data Fields
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
Front Page
Questions to ask yourself
Locating the Front Page feature
How to edit the Front Page
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
Questions to ask yourself
Locating the Milestones feature
How to define a Milestone
Project List Columns
Questions to ask yourself
Locating the Project List Columns feature
How to use Project List Columns
Project Summary
Questions to ask yourself
Locating the Project Summary feature
How to edit the Project Summary
Project Views
Questions to ask yourself
Locating the Project Views feature
How to edit Project Views
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
Questions to ask yourself
Locating the Workflow feature
How to create and edit the Workflow
Workflow Example Overview
Business Days
Questions to ask yourself
Locating the Business Days feature
Setting up Business Days
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
Duplicate Check
Questions to ask yourself
Locating the Duplicate Check feature
How to use Duplicate Checks
Import Projects
Questions to ask yourself
Locating the Import Projects feature
How to Import From V2
Operation Status
Questions to ask yourself
Locating the Operation Status feature
How to use the Operation Status feature
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
Program Statistics
Questions to ask yourself
Locating the Program Statistics feature
How to use Program Statistics
Questions to ask yourself
Locating the Reports feature
How to setup Reports
Multi-instance reports
Sharing Reports
Integrate scheduled Reports
Cross-Program Reports
Test Environment
Questions to ask yourself
Locating the Test Environment feature
How to setup a Test Environment
User Administration
Questions to ask yourself
Locating the User Administration feature
How to work with User Administration
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
Questions to Ask
Locating the FormSense feature
How to use the FormSense feature
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
Integration Guides
Questions to ask yourself
Locating the ePayments History feature
How to add ePayments
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
Integration Guide 001: How to configure a Web Adapter – ArcGIS Implementation
Integration Guide 002: How to configure Electric Power Research Institute’s (EPRI) DRIVE Connect software with PowerClerk
PowerClerk Video Guides
New User Video Guide
Setting up Business Days
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
Project Summary
Setting up Roll-up Reports
Roles and User Administration
Visualize Workflows
SFTP Automatic Data Import
Standard Web Adapter Setup
PowerClerk Program Launch
PowerClerk User Group Sessions (UGS)
Learning Management System (LMS)
Join us for Reflow!

Exclusively for utilities, energy agencies, and program partners, learn how your utility peers are solving business process & program workflow challenges using PowerClerk. Accelerate productivity, integrate systems, elevate efficiency – join us at Reflow!

Click here to register for this virtual, complementary PowerClerk conference.

Reflow is designed to educate existing and prospective PowerClerk users to effectively streamline and scale energy programs, maximizing the positive impact of their investment in PowerClerk software.
Speakers: Hear from Clean Power Research experts and guest speakers from utility and energy agency customers.
Session types: Attendees will learn how to improve workflow efficiency, staff productivity, applicant and customer experience, and data streams across diverse types of programs and processes.

  • Solution Overview sessions will showcase how PowerClerk is helping organizations become more operationally efficient with no-code workflow automation in areas such as interconnection requests, service requests, and customer programs.
  • How-to sessions teach PowerClerk users how to leverage specific capabilities to unlock additional value from the software.
  • Case Study sessions spotlight the great work of our customers, including how they have streamlined their workflows with PowerClerk and the positive outcomes their organizations are realizing.

Click here to learn more and register for Reflow. See you there!


Skill Building Sessions

The following Skill Building Sessions have been streamed at past Reflow events.

Skill Building Session 6 | Make Sense of Your Data: Utilizing Reports to See What Matters

Summary: Are you ready to unlock the potential of the reporting capabilities in PowerClerk to ensure your programs are delivering the transparency and accountability your management and regulators require? In this session, we’ll showcase the new Report Editor and highlight powerful built-in fields such as status timestamps, deadlines, nearest deadline due, and more.
We’ll also explore other ways to access data from PowerClerk, including Excel integration, automated reports, SFTP and Microsoft Power BI. By the end of this session, you’ll have a comprehensive understanding of PowerClerk reporting and how to best leverage it for your utility’s needs.
Join us to learn:

  • How the new Report Editor works and how it can streamline your reporting processes
  • Best practices for using built-in fields to enhance your reporting capabilities
  • How to access data through Excel integration, automated reports, SFTP and Microsoft Power BI
  • Tips for customizing reports and leveraging the full power of PowerClerk reporting


Session 7 | Streamline Your Workflows with PowerClerk Automations

Summary: Join us to explore how to integrate PowerClerk with other utility systems and identify what type of connection to use for specific scenarios. The integrations we’ll cover include: SFTP Automatic Data Import, ArcGIS, Customer Validation Web Adapters and PowerClerk’s new V2 API.
By the end of the session, you’ll have a clear understanding of how to integrate PowerClerk with other systems to create a seamless workflow, keep data in sync, enhance your reporting capabilities and establish project health across teams. Maximize the value of your PowerClerk data to unlock even greater insights and opportunities.
Don’t miss this opportunity to learn:

  • Best practices for automating the import of a dataset from an external database into PowerClerk
  • When to use a web adapter to reflect PowerClerk data on your ArcGIS map to aid internal distribution analyses, or allow a customer to validate themselves, thereby reducing administrative review time
  • Tips for syncing your external database to PowerClerk on a nightly basis


Skill Building Session 8 | Optimize PowerClerk Integrations to Enhance Workflows & Maximize Data Value

Summary: Do you want to increase efficiency in your PowerClerk workflows? In this session, we’ll demonstrate how to utilize various PowerClerk automations to streamline your processes and reduce the risk of missteps.
You’ll learn how to automatically update statuses, send notifications and generate documents or reports using different types of project conditions (topical, numerical, logical). You’ll also learn how to improve data quality and avoid unauthorized application/ review form submissions using validation action rules.
Don’t miss this opportunity to learn:

  • How to choose the right PowerClerk automation to solve different workflow automation needs
  • How to set-up automation action rule conditions based on various project criteria
  • Tips for when to use “form submittal” versus “status transition” automation triggers
  • How to use “validation rule” automation actions to further enforce data quality requirements


Skill Building Session 11 | Our Signature Event: Introducing PowerClerk’s eSignature Envelopes Feature

Summary: Mastering new features can sometimes feel like a big lift, but that’s not the case with PowerClerk’s eSignature Envelopes feature. In this session, you’ll become familiar with the enhanced eSignature functionality and the dedicated configuration page that enables intuitive design and layout. You will see how to customize the DocuSign notification email to your signatories, configure a routing order for signatories, include content library items and attachments, and more!
Learn how PowerClerk’s upgraded eSignature integration with DocuSign can enhance customer satisfaction by reducing errors, improving turnaround time and offering clearer instructions. We’ll cover the path to implementation, including how to get started and best practices for integrating eSignature envelopes into your processes.
In this session, you’ll learn:

  • What the new eSignature Envelopes Feature is and the functions it provides
  • How to configure an envelope in your program and customize the DocuSign communication
  • How to configure routing for signatories and private messaging to each


Skill Building Session 15 | Submit, Review, Correct, Repeat: Mastering a Seamless Review Loop

Summary: Discover how you can optimize your program’s review loop and create a seamless experience for both your admin team and applicants. In this session, you’ll learn how to leverage unique form elements and a secret ‘set data field’ automation to minimize manual resources and streamline your review process.
Our expert speaker will share insights into the latest best practices for designing a user-friendly review process and maximizing efficiency. By the end of this session, you’ll be equipped with the knowledge and tools to master a seamless review loop and improve the overall effectiveness of your program’s application review process.
In this session, you’ll learn:

  • Learn how review loops can be used to improve the applicant and admin experience as they progress through the project workflow
  • Learn how to create a review form, including commonly used form elements and submission types, and understand options for setting up a Corrections form
  • Gain actionable tips for enhancing communication and collaboration among team members and applicants


Skill Building Session 16 | Optimize Resource Management with PowerClerk Features

Summary: Explore how to optimize management of your team using PowerClerk. By harnessing the features of PowerClerk, such as Assignee/User Selector fields, Project Views and Project List Columns, you’ll learn how to streamline your workflow, assign tasks more efficiently and gain greater visibility into your project status.
Whether you’re a project manager, team leader or simply looking to improve your project management skills, this session will provide you with practical tips and techniques for maximizing the benefits of PowerClerk.
In this session, you’ll learn:

  • Gain insight into how PowerClerk’s resource management features can help you more effectively manage programs with multiple administrators
  • Learn best practices for implementing specific features, including User Selector fields, Assignee Field, Project Views and Project List Columns