Profile Tab
Form Submissions Tab
Submission History
Files Tab
Finance Tab
Contracts Tab
Documents Tab
Emails Tab
Messages Tab
Impersonation Feature
QuickBooks Integration
Profile Tab
- See all information saved during the application process.
- Get a comprehensive overview of the applicant’s details.
Form Submissions Tab
- Access all applications submitted by the applicant.
- View multiple applications individually.
- See the status of each submission.
Submission History
- Track the applicant’s progress from account creation to application submission.
- An account is created when the applicant registers and submits the login form.
- The status updates as the applicant saves progress through the application steps.
- Once submitted, the application is locked to prevent further edits.
Files Tab
- See all documents uploaded by the applicant.
- Applicants can upload required documents during the application process.
- If additional files are needed, applicants can send them to the school, which can upload them to the applicant's profile.
Finance Tab
- View all the invoices created during the application process.
- Generate additional invoices for subsequent payments.
- Shared invoices with applicants, who receive email notifications.
- Applicants can pay invoices via their dashboard, with transactions recorded in the finance tab.
Contracts Tab
- Integrated with platforms like Adobe Sign, DocuSign, or PandaDoc for contract creation and management.
- Templates can be mapped to application fields.
- Documents requiring signatures are packaged into envelopes and sent for electronic signing.
Documents Tab
- Upload documents to relevant fields, such as program or contact details.
- Generate documents like letters of acceptance using applicant information.
- Shared documents are accessible to applicants via their dashboard.
Emails Tab
- Create and send email templates directly from the applicant profile.
- Select a template, customize the message, and send it to the applicant.
- Automatically email notifications sent to applicants.
Messages Tab
- Direct communication with applicants.
- Messages can include file attachments.
- Both schools and applicants can initiate messages and respond.
Impersonation Feature
- Admission staff can access and complete applications on behalf of applicants.
- Access incomplete applications and provide direct support.
- Smooth assistance for applicants needing help with their submissions.
QuickBooks Integration
- Synchronize all transactions, invoices, and applicant information with QuickBooks, ensuring accurate financial records and streamlined accounting processes.
