Program Setup

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

In Program Setup, the Settings tab houses the general settings for a program, including overall settings, program module on/off toggles,...

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...

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...

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...

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

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

How It Works When the Financial feature is enabled by program administrators, applicants can create and submit invoices as soon as...

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

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

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....

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

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

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

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

The Applicant View provides an easy way for administrators to see how their program appears to their applicants. While it...

In addition to using the ZoomGrants-generated links to provide applicants with access to programs, admins can also create “friendly URLs”...

Before the program goes live, you can add your own text to be displayed in the body of the Pre-Application...