Jessica Lara
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Articles
Recent activity by Jessica Lara-
SAO Integration
Overview Our current integration with SAO is a two-part integration. When a student submits the initial SSATB application and pays the fee online, the integration imports the contact with an applic...
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User Notifications
Overview User notifications are system-generated emails that inform an Admin or User of important activities taking place in the system. You can customize which notifications you want to receive ba...
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Search & Reports Results Displays
Overview Within the Search tab, you can select different layouts for your reports to visualize your data in a variety of ways, such as a search grouped on a specific field or a summary report. In t...
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Bulk File Upload Process
Overview Bulk File Upload provides an easy-to-use method to upload scanned files to multiple students at once and is located within Settings > Fields & Data > Bulk File Upload. Process Overview: Bu...
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Scheduled Exports
Overview Scheduled exports are exports that can be delivered via SFTP on a regular basis. To create a scheduled export, your school must first have a pre-existing export that they would like delive...
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Creating a Test Student
Overview It's smart to have a test student or two in your Finalsite Enrollment system. This helps you see things from a parent's perspective and assist families. This guide will show you how to set...
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Merge Fields in Calendar Invites
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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Admin Portal Accounts: Permission & Access Controls
Overview When setting and managing Admin Portal Accounts, there are several options to grant permissions to users. This article covers how these permissions work in more detail. Enabling each of th...
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Reader Permissions
Overview Permissions give your admins and users access to different components of the Finalsite Enrollment system. They can be configured by any System Admin. To learn more about how to configure A...
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Admin Portal Accounts: Setup & Roles
Overview Admin accounts can be created, edited, and managed within the Admin Portal Accounts page (Settings > Portal > Admin Portal Accounts.) Good to know: Only System Admins have access to th...