Internal Research Each application has its own set of Internal Research fields to use in your internal process of managing applications. How...
Notify Applicants Once you’ve made your Official Decisions and set the Funding Amounts, you’ll need to make those decisions known to the...
Contract A unique contract can be set up on each approved application. The contract is generated using a basic template that...
Financial When the Financial feature is turned ‘on’, applicants can create and submit invoices as soon as their applications are marked...
Post-Decision Reporting The Reporting feature allows applicants with approved applications to submit up to 24 post-decision reports. How It Works Reports can...
Financial Report Within Program Setup, a Program’s Dashboard, or any application, click on the Financial tab in the upper row of tabs...
Reporting Report Within Program Setup, a Program’s Dashboard, or any application, click on the Reporting tab in the upper row of tabs...
Data Export If you need to export your data for archival purposes or you want to get into some serious data manipulation,...
Application Questions Administrators have full control over program content and settings in their ZoomGrants program. You decide how to pose the necessary...
Documents Admins can ask applicants to upload or link an unlimited number of files to their applications via document requests. How...
Tab Labels Customizable tab labels allow Administrators to rename tabs and features to match the vernacular used by their organization. How It...
Section Titles In the Pre-Application, Application Questions, and Report tabs as well as the Scoring section of the Review Tools, you can...
Branching Question Branching questions are used to present a different set of answers based on the applicant’s selection in the branching question....
Adding & Editing Questions By adding questions to the Pre-Application, Application Questions, and Report tabs, administrators customize the program to gather whatever data they...
Administrative Documents Administrators have the ability to upload administrative documents and tie them to applications. How It Works Administrative documents are a...
Sending Emails to Applicants, Collaborators, and Reviewers You can use ZoomGrants to send custom emails to groups of applicants and their collaborators and to your reviewers. How...
Custom Status The Custom Status feature allows administrators to group applications together into predetermined categories. How It Works For each program, admins...
Primary Contact For each application, administrators can set a Primary Contact – an administrative user who will receive email notifications regarding activity...
Search You can search for organizations, applicant names and email addresses, and application titles and content using the keyword Search feature....
Batch & List Updates Admins can quickly update certain fields on multiple applications at a time via the Batch Update and List Update buttons...
Applicant View The Applicant View provides an easy way for administrators to see how their program appears to their applicants. While it...
Why can’t an applicant see an application in their account? If an applicant contacts you and indicates that they cannot find the application in their account, there are a few...
Settings In Program Setup, the Settings tab houses the general settings for a program, including overall settings, program module on/off toggles,...