Adding and Generating Contracts for Students
To add a contract to a student, navigate to Student Profile / Contracts, then click New Contract. A modal will appear, allowing you to select a contract from the dropdown menu. If you have many contracts, you can filter the options by program, course, or session. Once you’ve selected the appropriate contract, set the date for it to take effect and click Add. The contract will now appear in the Contracts list.
Before generating the contract, you have several options. You can edit the contract details, view its content, generate the document, or delete it if necessary.
You may need to update certain fields within a contract before it’s finalized. For example, you might need to change the effective date, assign a signer, or fill out any custom staff input fields. To make these changes, click the Edit icon next to the contract’s name. Once you’ve updated the necessary fields, click Save. If the contract was already generated, be sure to regenerate it so the final version reflects the changes.
After adding or updating a contract, the next step is to generate it. You can generate contracts individually by clicking the Generate Contract icon next to the student’s contract. This will prepare the contract for review or distribution.
Once you click the Generate Contract icon, the contract will be ready to view or download in the Document column of the student’s Contracts. You’ll also see additional options, like emailing the contract to the student or signing it.
If you need to generate contracts for multiple students, you can filter your Student List to find the relevant group, then use the Generate Contract option under the More Actions menu. Keep in mind that only contracts that don’t require manual staff input can be generated in bulk.
When the modal opens, it guides you through the process of generating contracts for multiple students. You’ll see instructions clarifying the following points:
- Staff Input: Only contracts that don’t require staff to fill out custom fields are eligible for batch generation.
- Third Party Signer: If your contracts have third-party signers, their names and emails must be configured in the student’s custom fields.
- With Digital Signature: Choosing this option sends each student an email requesting their digital signature. If you don’t select it, the generated contracts will remain in each student’s profile, where you can handle them manually.
Simply follow the prompts in the modal to complete the contract generation process.
