Zengine Knowledge Base

Platform Overview

Overviews of Workspaces, Records, Forms, and more

8 articles


Create, Personalize, and Extend your Workspace

5 articles


Frequently asked questions

2 articles

Portals for Interacting with External Users

Handle intake and review with Portals

12 articles


Do more with Zapier Automations

11 articles

Workspace Members, Roles & Permissions

Share workspaces and set permissions to protect your data

8 articles

Form Builder

Create powerful, robust forms to collect data

8 articles

Data Grid

Filter, Export, and control your data

4 articles


View, Edit, Assign, and Delete Records

5 articles

Collaboration Tools

Manage Tasks, Event, and communicate with teammates

3 articles

Subscriptions & Notifications

Stay informed about what goes on in your workspace

3 articles

Integrating with External Data Sources

Import and Export your information wherever you need it

5 articles

Visualize & Summarize Data

1 article


Use Plugins to make your processes even easier

15 articles

Managing your account

Managing your account, billing, contact info, and more

3 articles

Release Notes - What's New in Zengine

1 article

Getting Started Guides

Grant Lifecycle Management

1 article