PowerClerk Support Center

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
Bulk Communications via Data Import
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
FAQs
Connections
Questions to ask yourself
Locating the Connections feature
What are Connections
How to Create a Standard Web Adapter
Define the Standard Web Adapter
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 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
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 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
Dashboards
FormSense
Edit Forms - Tutorial #1
Calculated Fields
Build A Formula
Milestones
Edit Forms - Tutorial #2
Project Summary
Automation with Formulas in Action Rules
Setting up Roll-up Reports
Configuring Forms
Roles and User Administration
Formulas and Advanced Visibility Rules
Visualize Workflows
ArcGIS
API
SFTP Automatic Data Import
Standard Web Adapter Setup
PowerClerk Program Launch
PowerClerk User Group Sessions (UGS)
Learning Management System (LMS)
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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

 

Program Designer Videos

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

 

Visualize Workflows

This video will demonstrate how to build a workflow through our visual design surface. Align key Workflow statuses with stages in your business or technical review process. Direct video link: https://cleanpower.wistia.com/medias/xzgi1whm66

 

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.

 

Standard Web Adapter (i.e. Connections)

This video guide will demonstrate how to build a standard web adaptor that allows a customer to validate themselves.


 

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.

 

Announcements

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