Student 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 forms docid\ xsjlma37redexchhokfkj 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 sending a new form 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 viewing and managing student forms 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