PowerClerk Support Center

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

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

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