Josh Fulton
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Articles
Votes on activity by Josh Fulton-
Contact Record: Parent Portal Access Page
Overview Within the Parent Portal Access Page on the contact record, you can manage authentication, parent portal access, and financially responsible contacts. Click here to return to the Contact R...
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Collecting Transcripts & School Records Online
Overview The Document Request Form feature of Finalsite Enrollment can be used to create an Online Transcript & School Records request process for your school during the Admissions or Enrollment Pr...
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Finalsite Enrollment Support: Changes We Manage
Overview Schools can manage most changes to their online process - on the fly or with the help of our online Help Center and Support Team - such as creating new checklist items, creating or editing...
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Merge Fields in Email
Overview Merge fields, also known as tokens, can be used to pull dynamic information from contacts in the Finalsite Enrollment system into your templates. To learn more about the various uses for m...
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Parent Experience: Connecting a Bank Account for ACH/PAD Withdrawal
Overview When making electronic check/ACH/PAD payments within the Application Form, Enrollment Contract, or within the Billing Management tab, parents/payers have a workflow of steps to follow so t...
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Bulk Form Download & Print
Overview You can download and print various online forms, uploaded documents, or contact photos in bulk from list pages or search using the Download menu. Once you've selected one or more students ...
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Parent Portal Accounts
Overview The Parent Portal Accounts page (Settings > Portal > Parent Portal Accounts) is a master list of all parent portal accounts that have been created. This page is useful if you need to look...
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Custom Data Services: Updates to Existing Students
Overview Schools can self-manage bulk updating data via two mechanisms: Bulk Update actions available on list pages An update to a single or few fields is very fast and easy if the value is the...
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Admissions Report
Overview The Admissions Report (Search & Reports > Admissions Reports > Admissions) allows you to track Admissions funnel data with student counts and yield rates. In this Article Admissions Rep...
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Payments: Overview & FAQ
Overview This article contains an overview of Payments, including info about what it is, key details and benefits of its use, and answers to frequently asked questions. If you are looking for in-de...