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Whether you’re building an entirely new program or using an existing one as a template, you’ll start by creating a new...

If you choose to use it, the Notes feature allows each reviewer and admin to keep a set of private...

If you choose to use it, the Discussion feature allows reviewers and admins to maintain a discussion on each application...

The Scoring feature allows committee members (reviewers and administrators assigned to the program) to score each application based on criteria...

In ZoomGrants, reviewers can vote on applications during the review process. As the review period comes to a close, administrators input...

Reviewer access to programs and the applications within them is customizable for each program and can be as open or...

ZoomGrants provides filtered applications lists to make it easy to view categorized sets of submitted and incomplete applications. How It...

Within each application, there is an Application Summary tab that includes general information and settings for the application. How It...

Each application has its own set of Internal Research fields to use in your internal process of managing applications. How...

Administrators and committee chairs can pose follow up questions to specific applicants via the Extra tab in each application. How...

The Program Dashboard presents a snapshot of the status of your Program – what recent Activities occurred, how many Applications...

Within Program Setup, a program’s Dashboard, or any application, click on the Scoring tab in the upper row of tabs...

The Applicant History page for each applicant automatically displays the applications previously submitted by that applicant. By default, it contains all...

The Data tab is the place for reviewers and administrators to create ad hoc reports to use in the application review...

Once you’ve set up the application and tested the Applicant Experience by submitting an application, it’s a good idea to...

Once you’ve made your Official Decisions and set the Funding Amounts, you’ll need to make those decisions known to the...

A unique contract can be set up on each approved application. The contract is generated using a basic template that...

When the Financial feature is turned ‘on’, applicants can create and submit invoices as soon as their applications are marked...

The Reporting feature allows applicants with approved applications to submit up to 24 post-decision reports. How It Works Reports can...

Within Program Setup, a Program’s Dashboard, or any application, click on the Financial tab in the upper row of tabs...

Within Program Setup, a Program’s Dashboard, or any application, click on the Reporting tab in the upper row of tabs...

If you need to export your data for archival purposes or you want to get into some serious data manipulation,...

Program Setup > Summary Tab Grant Settings Summary Tab Label – This is the label on first tab in the...

The Pre-Application feature is a handy tool if you want to manually pre-screen applicants to allow only those who meet...

Administrators have full control over program content and settings in their ZoomGrants program. You decide how to pose the necessary...

The Budget tab features two pre-built, basic tables and a narrative field to capture simple budget data from applicants. Admins can...

The Tables tab was built to accommodate more complex data collection. How It Works We’ve created a ‘lite’ version of...

Admins can ask applicants to upload or link an unlimited number of files to their applications via document requests. How...

Administrators can send emails to custom groups or individual applicants at any time and can add text to the messages...

Are you ready to publish your program? Take this quick quiz. If you can answer “yes” to all of these...

Once you’ve set up the application, it’s a good idea to go through the process as an applicant to get...

Customizable tab labels allow Administrators to rename tabs and features to match the vernacular used by their organization. How It...

In the Pre-Application, Application Questions, and Report tabs as well as the Scoring section of the Review Tools, you can...

Branching questions are used to present a different set of answers based on the applicant’s selection in the branching question....

By adding questions to the Pre-Application, Application Questions, and Report tabs, administrators customize the program to gather whatever data they...

Administrators can input General Requirements to maintain consistency of basic requirements across all of an organization’s programs. The text entered in the...

Administrators have the ability to upload administrative documents and tie them to applications. How It Works Administrative documents are a...

Programs > All Programs Tab The All Programs tab contains every program – past and present – administered by an organization.  ...

Administrators create user accounts for all of an organization’s reviewers and administrators and provide access to programs within the account....

You can use ZoomGrants to send custom emails to groups of applicants and their collaborators and to your reviewers. How...

Uploading files and templates is as easy as attaching documents to emails.  Administrators create document requests that present slots into which applicants can...

The Custom Status feature allows administrators to group applications together into predetermined categories. How It Works For each program, admins...

For each application, administrators can set a Primary Contact – an administrative user who will receive email notifications regarding activity...

You can search for organizations, applicant names and email addresses, and application titles and content using the keyword Search feature....

Admins can quickly update certain fields on multiple applications at a time via the Batch Update and List Update buttons...

The Activity Log in each application keeps track of the major activities in that app. The Audit Log in each...

The ZoomGrants system provides an easy way for organizations to receive and manage applications online. In ZoomGrants, there are several...

You’ll need to have a ZoomGrants account in order to be able to submit an application to an organization that is using...

On the applicant side of ZoomGrants, there are two sets of users who can be associated with an application: One Application...

The ZoomGrants auto-save feature is a user favorite. Learn more about it below. How does ZoomGrants save my work? As...