PowerClerk Video Guides

Please find below a collection of all currently available PowerClerk Video Guides. 

Applicant Videos

Basics for new PowerClerk users

The following video guide offers instructions on how to register with PowerClerk, reset an account password, and Grant Access for projects to other participants. Direct video link: https://cleanpower.wistia.com/medias/teew4tddn1

Chapters:

1. Topics
2. Registering for an account
3. Resetting passwords
4. Adding additional programs
5. Filling out and submitting forms
6. Granting project access
7. Viewing project details and status
8. Where to find additional support

 

You can also use the following code to embed this Basics for new PowerClerk users video on your PowerClerk Front Page:

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Program Designer Videos

Announcements

This video guide demoes PowerClerk’s Announcements feature. Direct video link: https://cleanpower.wistia.com/medias/6e1h73eamf

 

ArcGIS

This video guide will show you 3 concepts related to this integration: Looking up latitude and longitude based on an address, triggering an automation to update a map lair to denote that an application for PV interconnection has been submitted, the backend details which show how the PowerClerk ArcGIS is setup.

 

Setting up Business Days

This video shows how to setup Business Days within PowerClerk. Direct video link: https://cleanpower.wistia.com/medias/ptettrs9lu

 

Dashboards

This video guide will show you how to setup, edit, resize, and position Dashboards and how to export a Dashboard as an image for your reporting. Direct video link: https://cleanpower.wistia.com/medias/5fw8fnxyi3

 

Edit Forms – Tutorial #1

This video guide will show you how to insert key data fields into forms.  Capture key info from the form so that you have the necessary inputs to approve or reject applications. Direct video link: https://cleanpower.wistia.com/medias/aq4hbqpxhv

 

Edit Forms – Tutorial #2

This video guide will show you how to adjust settings on key data field elements.  Set features like Conditional Visibility and PV or Custom List elements to capture key technical info. Direct video link: https://cleanpower.wistia.com/medias/xmfergerw1

 

Configuring Forms

This video guide explains how to Configure Forms in PowerClerk. Direct video link: https://cleanpower.wistia.com/medias/k21wfletjk

 

FormSense

This video guide will demonstrate how to define default values with FormSense. Direct video link: https://cleanpower.wistia.com/medias/tu7e2m4qtd

 

Build A Formula

This video guide will demonstrate how to build a formula through our visual design surface. Use PowerClerk to calculate key data fields that streamline your administrator workflow. Direct video link: https://cleanpower.wistia.com/medias/libiq559z9

 

Automation with Formulas in Action Rules

The following video will present you the concept of triggering Automations based on a Formula’s result. Direct video link: https://cleanpower.wistia.com/medias/b5tkq8lv39

 

Formulas and Advanced Visibility Rules

To control the Conditional Visibility of From fields you can use Formula logic to adapt the display of your Forms to a vast variety of business scenarios. Direct video link: https://cleanpower.wistia.com/medias/fqqq16u0mg

 

Calculated Fields

Display the results of Formula calculations on Forms, Communications, Document Templates, and Reports. This video demonstrates how to use Calculated Fields within your program. Direct video link: https://cleanpower.wistia.com/medias/3b2ioykrc0

 

Milestones

This video guide will walk through setting up PowerClerk’s Milestones feature. Direct video link: https://cleanpower.wistia.com/medias/hb7us7lbtz

 

Project Summary

The following video demonstrates how to use PowerClerk’s Project summary feature. Direct video link: https://cleanpower.wistia.com/medias/5m6xh6924o

 

Setting up Roll-up Reports

The following video demonstrates how to setup a Roll-up Report. Direct video link: https://cleanpower.wistia.com/medias/ziw0p47p56

 

Roles and User Administration

This video will walk through setting up roles as defined by different required levels of access in PowerClerk and then assigning roles to users. Direct video link: https://cleanpower.wistia.com/medias/8hytw5k6ee

 

Integrate with PowerClerk API using Postman

This video guide will walk you through using the PowerClerk API with Postman.

 

SFTP Automatic Data Import

This video guide will show you an introduction to automatic data import via SFTP.

 

Web Connector (i.e. Connections)

This video guide will demonstrate how to build a web connector (formerly called a standard web adapter) that allows a customer to validate themselves.

Edit Workflow

This video guide will show you how to edit your PowerClerk program’s Workflow.