Kasey Killeen

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Articles

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  • Program Manager

    Table of Contents Overview Setup a New Program Submission Groups Process Overview Permissions Feedback Assignments   Program Manager Overview The Program Manager is a centralized tool to manage...

  • Webforms

    In this article: Overview Settings Authorizing a Webform Publishing and Testing a Webform Pre-populating a Webform with Data Passing Data to your Webform from Other Linked Forms Overview Webfor...

  • Converting Field Types

      Overview A text field can be converted to the following field types: Dropdown: When converting to a dropdown field, the system will assess all of the existing values in the text fields, and tu...

  • Application Forms

    Plugins allow you to extend your Zengine experience by adding new screens (full-screen plugins) or functionality to existing screens (inline and record overlay plugins) within Zengine.    Overview ...

  • Viewing, Editing, and Moving Records

      Viewing a Record On the Data Panel, you will see a listing of records that currently exist for that form. In order to view an individual record in further detail, just click anywhere on that r...

  • Files

      Overview Both administrators and applicants in Zengine have the ability to upload files to records.  Administrators then have the capability to view and download these files while in the worksp...

  • Notifications Overview

      Overview You can be notified when things happen (data changes, tasks get added, a comment is made) to a record (row) inside of a form.  You can be notified in two ways: (1) via email and (2) wh...

  • Do Zengine portals use reCAPTCHA?

      Zengine Portals using reCAPTCHA  Our Zengine portals now use reCAPTCHA, which will help determine if a human or machine (bot) is trying to access the portal. This security service will help pro...

  • Joining a workspace

    This article provides instruction for joining a Zengine workspace.   Joining a workspace when you are already a Zengine user When a workspace administrator invites you to a workspace, you will re...

  • CardView Plugin

    Plugins allow you to extend your Zengine experience by adding new screens (full-screen plugins) or functionality to existing screens (inline and record overlay plugins) within Zengine.  You can bro...