Claire Frank

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Articles

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  • Finalsite Explore Access

    Overview  There are three ways to share access to Finalsite Explore with your families. Our regular login link invites families to start their journey by creating an account. Our browsing without ...

  • Custom Page for your Finalsite Explore Group

    Overview  A custom page for Finalsite Explore allows you to guide prospective families directly to your group's list of schools when they visit the Explore portal. In this Article How does it w...

  • How to Find Field Values

    Overview  This quick article walks you through locating your field values.  Who can access the fields page? Admin Account Types: System Admin and AdminPermissions: Data In this Article Step-by-...

  • Financial Edge NXT

    Overview  Please note: This feature is still in Beta testing. FE NXT export capability is currently in closed beta. We'll be opening this up once we have completed our testing and feature improvem...

  • Finalsite Explore Content

    Overview  On the Explore Content Page (under Settings > Portal > Finalsite Explore Content), you'll update key information identifying your school in Finalsite Explore. Who can access this featu...

  • How to Find Fields

    Overview  This guide will help you learn how to search for fields on your site! Who can access this feature? Admin Account Types: System Admin and AdminPermissions: Data Quick Note Fields are th...

  • Adding a Cookie Consent Banner (Termly)

    Consent is usually achieved via an automatic pop-up that appears on a webpage, informing users of how their personal information will or will not be saved and used on that site. Users can click thr...

  • Enrollment Refresh: Updating Fields that Drive Tuition

    Overview  Each year, as you prepare for enrollment and update your site, it's important to review and manage any fields related to tuition and fees. This article will guide you through the process ...

  • Forms DIY: Add text to a form (Sections, Subsections, and Comments)

    Overview  Welcome to our series of DIY Forms articles! Other articles in this series:  Forms DIY: Add a calendar to a form Forms DIY: Add a question or prompt to a form (adding fields)  Pop som...

  • Forms DIY: Add a calendar to a form

    Overview  Welcome to our series of DIY Forms articles! Other articles in this series:  Forms DIY: Add a question or prompt to a form (adding fields) Forms DIY: Add text to a form (Sections, Subsec...