Program Creation

Submission Portals

• Introduction to Submission Portals: START HERE
• Building a Submission Portal
• Submission Portal Settings
• Submission Portal Key Concepts: Beginner
• Submission Portal Key Concepts: Intermediate
• Delete a Submission Portal Step

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Plugins

• Generating HMAC Keys for DocuSign Integration with Zengine
• Using DocuSign Tags in a Document Template
• Setting Up the DocuSign E-signatures Plugin
• Webforms, Application Forms, and More
• Guidestar Charity Check Plugin
• CardView Plugin

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Review Portals

• Review Portal Bulk PDF
• Reviewer Sign-Up Process
• Login Consent
• Review Portal Plugin Setup
• Program Manager
• Assignments: Manual Assignments

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General Information

• Extending a Workspace with Plugins
• Overview of Portals

Forms

• Forms
• Linking Forms
• What are the country and state codes?
• Summary Fields
• Application Forms
• Converting Field Types

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