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  2. Program Setup
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  • Create/Copy a Program

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

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

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

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

    Once you’ve set up the application and tested the Applicant Experience by submitting an application, it’s a good idea to...
  • 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 36 post-decision reports. How It Works Reports can...
  • Summary Tab Settings

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

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

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

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

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

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

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

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

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

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

    The Applicant View provides an easy way for administrators to see how their program appears to their applicants. While it...
  • Customizing Submit Confirmation Text

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

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

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

    How It Works The Funding Source features allows ZoomGrants Administrators to allocate and track funding from specific sources to programs...
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