PowerClerk Video Guides
New User Video Guide
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
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.