Notes
If you choose to use it, the Notes feature allows each reviewer and admin to keep a set of private...
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Discussion
If you choose to use it, the Discussion feature allows reviewers and admins to maintain a discussion on each application... -
Decisions / Voting
In ZoomGrants, reviewers can vote on applications during the review process. As the review period comes to a close, administrators input... -
Applications List
ZoomGrants provides filtered applications lists to make it easy to view categorized sets of submitted and incomplete applications. How It... -
Application Summary
Within each application, there is an Application Summary tab that includes general information and settings for the application. How It... -
Extra Tab
Administrators and committee chairs can pose follow up questions to specific applicants via the Extra tab in each application. How... -
Program Dashboard
The Program Dashboard presents a snapshot of the status of your Program – what recent Activities occurred, how many Applications... -
Scoring Report
Within Program Setup, a program’s Dashboard, or any application, click on the Scoring tab in the upper row of tabs... -
Applicant History
The Applicant History page for each applicant automatically displays the applications previously submitted by that applicant. By default, it contains all... -
Data Tab – Custom Reports
The Data tab is the place for reviewers and administrators to create ad hoc reports to use in the application review... -
Notify Applicants
Once you’ve made your Official Decisions and set the Funding Amounts, you’ll need to make those decisions known to the... -
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,... -
Messages
Administrators can send emails to custom groups or individual applicants at any time and can add text to the messages... -
Tab Labels
Customizable tab labels allow Administrators to rename tabs and features to match the vernacular used by their organization. How It... -
Account-Level General Requirements
Administrators can input General Requirements to maintain consistency of basic requirements across all of an organization’s programs. The text entered in the... -
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... -
File Uploads
Uploading files and templates is as easy as attaching documents to emails. Administrators create document requests that present slots into which applicants can... -
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... -
Setting Up Your Applicant Account and Creating Applications
You’ll need to have a ZoomGrants account in order to be able to submit an application to an organization that is using... -
Application Owners, Collaborators, and Additional Contacts
On the applicant side of ZoomGrants, there are two sets of users who can be associated with an application: One Application... -
Auto-Save Feature
The ZoomGrants auto-save feature is a user favorite. Learn more about it below. How does ZoomGrants save my work? As... -
Check for Completion Feature
Before an applicant submits an application, ZoomGrants will check to make sure that they have answered the displayed questions and provided the required... -
Transferring Applications to Another Account
If necessary, our support team is happy to help move applications between accounts. There are a couple of ways that... -
Approved Applicants: Submitting Reports, Invoices, and Adjustment Requests
Your application has been approved – congratulations! If your funder has asked that you submit reports, invoices, or adjustment requests... -
Finding Your Applications
Accessing Your Applications My Account Home After you’ve created your applications, you can access all of the applications that you’ve... -
Creating a New Application to Submit
If you’re already a user, note that there are several ways for existing applicant account owners to create a new application: Creating... -
How can I invite another user to work on my application or add someone else to our account?
If you’re a new user and you haven’t yet set up your account, please read this article first: Setting Up Your Account.... -
The ‘Saving’ screen is still flashing… now what?
Usually, the ‘Saving’ screen makes a quick appearance after you make a change in a program or application and goes... -
How do I change or reset the email address or password on an applicant account?
The steps for changing the login credentials – the email address and password that you use to log into your applicant... -
How can I verify that my application was submitted?
So you’re pretty sure that you submitted your application but the confirmation email hasn’t come through. Sometimes emails get lost.... -
I already have an account. Why can’t I create an application?
Did you create your own account? Please see this help article for more information: Creating a New Application If you... -
How do I save my application?
ZoomGrants Auto-Save Feature Working on your application… As you work through your application, inputting your answers and moving into the... -
How do I edit and re-submit something?
If you’ve submitted a pre-application, application, invoice, or report and you find that you need to update and re-submit it, your... -
Why can’t I complete the other tabs of my application?
Quick question: Are you the application owner (the person who created the application and controls the applicant account) or a collaborator? For Applicants:... -
How do I upload documents to my application?
Uploading documents to your application is a snap and follows a process similar to attaching a document to an email.... -
I can’t find a Submit button. How do I submit an application?
If an application is eligible to be submitted and the user looking at the application is qualified to submit it,... -
Where did my application go?
If you’re having trouble finding your application, start by logging in at http://ZoomGrants.com/login. Accessing Your Application My Account Home When you log... -
How can I delete an application?
Applicants have the option to permanently delete from their account any application that has not yet been submitted. Two things... -
The person who controlled our account is leaving or has left our organization. What now?
Gaining Account Access The best way to retain access to your organization’s primary applicant account is to be proactive. Make sure... -
I am a grantwriter or represent multiple organizations or people. How can I use ZoomGrants?
If you submit applications on behalf of multiple organizations or people, we’re glad you’re here, reading this article. Applicant accounts... -
How to Accept a Late, Emailed/Hardcopy, or Special Application
Sometimes, applicants need special attention. They might need a deadline extension or they might need the program to be re-opened... -
Applicant View
The Applicant View provides an easy way for administrators to see how their program appears to their applicants. While it... -
Open an Application for Editing
If an applicant needs to update a submitted application or complete and submit an application after the deadline, a program... -
External Document Uploads
Administrators can set up certain document requests to allow applicants to provide a link so that someone can upload a... -
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...