Administrators

ZoomGrants offers a web-based system designed to simplify online application management for organizations. Whether you’re an Applicant, Collaborator, Administrator, or...

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

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...

Administrators create user accounts for all reviewers and administrators within an organization and provide access to relevant programs through these...

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

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...

Administrators can fully customize their program by adding questions across thre key areas: Pre-Application tab Application Questions tab Report tab...

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

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

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...

ZoomGrants Administrators are given the ability to access map locations of all submitted applications associated with any grant or scholarship...

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

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

Before an applicant submits an application, ZoomGrants will check to make sure that they have answered the displayed questions and provided the required...

As a cloud-based system, ZoomGrants makes it easy for applicants to work on and submit their applications. ZG takes the program...

Technical Requirements To use ZoomGrants to submit applications, you’ll need a computer, internet access, and a valid email address. Don’t...

Administrators can set up certain document requests to allow applicants to provide a link so that someone can upload a...

If an applicant needs to update a submitted application or complete and submit an application after the deadline, a program...

Sometimes, applicants need special attention. They might need a deadline extension or they might need the program to be re-opened...

If an applicant contacts you and indicates that they cannot find the application in their account, there are a few...

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

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

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

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

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...

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

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

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

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

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

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

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...

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

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

ZoomGrants provides filtered application lists so you can quickly view and manage specific groups of submitted and incomplete applications. How...

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

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

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

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

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

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

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

The Reporting feature allows applicants with approved applications to submit up to 36 post-decision reports. How It Works Reports can...