Document Request Forms (also called Checklist Item Request Forms) let schools electronically receive confidential admissions or enrollment documents directly from other schools or staff. Parents track completion progress in the Parent Portal but never see the contents.
💡Quick Answers
- What's a common use case? Parent-requested transcripts from a student's previous school, or admin-requested interview notes from staff who don't have Finalsite Enrollment accounts.
- Who sees the uploaded contents? Only the school. Parents see only completion status, never the documents themselves.
- What are the main benefits? Documents arrive directly from the source (no middleman scanning paper), checklist items auto-complete, families get progress visibility, and uploaded files appear in Online Review packets automatically.
- Where do I set up a request form? See Document Request Form Setup to create the form and attach it to a checklist.
- Where do I learn the admin and parent experiences? See Admin Experience and Parent Experience.
- Where can I see a real-world example? Collecting Transcripts & School Records Online walks through a complete transcript request workflow.
Some common use cases for Document Request Forms include:
- Parent-requested documents: Have parents send a request for a student's previous school Transcripts/School Records directly from the admissions checklist. Click here to learn about a process flow for this use case!
- Internal admin-requested documents: Internally send a request to collect interview notes from your school staff after a student visit, even if the staff member does not have a Finalsite Enrollment account.
Benefits of Document Request Forms
- Remove the middle man: School-confidential documents can be collected from a school or other outside organization and brought directly into Finalsite Enrollment from the source.
- Time saver for your team: Eliminates the need for receiving hard copy documents that have to be scanned and uploaded into the system.
- Quicker turnaround on checklist items: Checklist items are marked complete automatically once the requested documents have been uploaded by the request recipient.
- Families are kept in the loop: Parents/Students can track the completion status of requested items from the Parent Portal, and they receive an automated but customizable email notification once the requested documents have been submitted.
- Seamless integration with the Online Review Module: Uploaded files can be easily displayed in a student's review packet, without the need for any manual file uploads by the school.
- More efficient searching and reporting: Easily see when required documents have been received in real-time, instead of having to wait on an admin/user to manually upload the received documents to the system.
How-To: Set Up & Use Document Request Forms
Click into the articles below to learn more about the different workflows for document request forms in Finalsite Enrollment:
- Document Request Form Setup - Learn how to create document request forms and add them to your admissions and/or enrollment checklist.
- Admin Experience - Learn how to send, track, and manage document requests internally from a student's contact record.
- Parent Experience - Learn about what a parent or student sees when sending a document request from the Parent Portal, as well as how they can edit or resend requests.
- Collecting Transcripts & School Records Online - Learn how to set up a transcript or school record request workflow in Finalsite Enrollment using document request forms.
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