Forms
The Forms section in a Student’s profile is where you can view and manage all forms associated with that Student. This includes tracking the status of sent forms, reviewing completed submissions, and sending new forms.
Before sending a form, it must first be created in Home / Forms. Once forms are set up, they can be assigned to Students as needed.
If a form was submitted publicly and later converted into a Prospect or Student profile, it will also appear in this section.
To send a new form to a Student, click New Form and select a form from your list of created forms. You have the option to enable Email Link, which will send the Student an email with the form link. Additionally, you must select at least one Notify User, ensuring a staff member is alerted when the Student submits the form. Once all selections are made, click Send to add the form to the Student’s profile.
Once a form is added, it appears in the list within the Forms section of the Student’s profile. Here, you can view details such as the Creation Date, Status, Completion Date, Fee, and Fee Status.
- Status: Indicates whether the form is Pending, In Progress, or Completed.
- Pending: The form has been sent but not yet accessed by the Student.
- In Progress: The Student has opened the form but has not completed or submitted it.
- Completed: The form has been submitted.
To the right of each form entry, quick action icons allow you to take actions related to the form, including:
Email Link: Send the form link to the Student via email.
View Link: Open the direct link to the form.
View Form: View the completed form (if a signature was required, it will be displayed here).
Download PDF: Save a copy of the form as a PDF.
Copy All Fields: Transfer data from the form to the Student or Prospect profile.
Delete Form: Remove the form from the Student’s profile.