PowerClerk Support Center
- Project Pages
- Program Design
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- Automations
- Channels
- Communications
- Connections
- Content Library
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- Data Fields
- Deadlines
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- 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
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- 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 & API
- PowerClerk Video Guides
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- 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)
- Join us for Reflow!
- NEW: PowerClerk Certifications
PowerClerk User Group Sessions (UGS)
Share your experience, exchange ideas, and learn from other PowerClerk Program Designers.
Did you know that by now there are over 40 utility programs using PowerClerk? The individuals interacting professionally with PowerClerk from conceptualization to production have found numerous solutions to the same kind of problems you are successfully solving every day.
We would like to invite you to join a group of 3 to 6 PowerClerk Program Designers from other utilities in a conversational setting to discuss PowerClerk features or implementation approaches. The discussion will be designed to exchange best practices and learn from each other’s experience on how to tackle regulatory changes, solve new business scenarios, and expand your expertise with PowerClerk.
Interested? Great! The topics of these User Group Sessions follow a structured path to dive deeper into more complex aspects of PowerClerk program design. Participation is completely free and voluntary, and the sessions are moderated by CPR’s Customer Success Team. To sign up, please fill out the form below. Once we have gathered enough sign-ups we will get in touch with you to match participants by common interest and experience level.
We would like to invite you to join a group of 3 to 6 PowerClerk Program Designers from other utilities in a conversational setting to discuss PowerClerk features or implementation approaches. The discussion will be designed to exchange best practices and learn from each other’s experience on how to tackle regulatory changes, solve new business scenarios, and expand your expertise with PowerClerk.
Interested? Great! The topics of these User Group Sessions follow a structured path to dive deeper into more complex aspects of PowerClerk program design. Participation is completely free and voluntary, and the sessions are moderated by CPR’s Customer Success Team. To sign up, please fill out the form below. Once we have gathered enough sign-ups we will get in touch with you to match participants by common interest and experience level.
Please visit the PowerClerk Ticket System and use button “New UGS Sign-up” as shown below to join us for regular, quarterly User Group Sessions: https://support.powerclerk.com/MvcProjects/ProjectList?ProgramId=ZEZ0C8KV4YH5
User Group Session Sign-up
