Jessica Lara
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Articles
Recent activity by Jessica Lara-
Custom Statuses
Custom Statuses help schools define where their students are throughout the process, using their own terminology. For example, you may want a custom status to flag which families have been intervie...
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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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Admin File Upload on Form Checklist Items
While online forms are often the best way to collect information, many schools still intake a lot of hard-copy (paper) forms and documents from applying or enrolling families. Additionally, there a...
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Contact Record: Billing Tab
Many elements of the billing process can be handled between the student contact record and the parent/guardian contact record. Financial responsibility and splits can be managed in the student reco...
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Draft Applications Page
The Draft Applications page allows you to view which students have an application form currently in progress and where they are in the process. Some of these draft applicants may have previously in...
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Recently Imported Forms
The Recently Imported Forms page will display all inquiry and application forms that have been either imported automatically by the system (for those schools that have their auto-import turned on) ...
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Consultant & Agent Management
Many schools that accept international students work with consultants or agents. These contacts are supported within Finalsite Enrollment so they can assist families with their Admissions process f...
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Log In To Finalsite Enrollment: The Legacy Login Experience
This article provides school administrators with the necessary steps to access the admin portal using legacy methods, either standard credentials or Single Sign-On (SSO). Single Sign-On Is Here! A ...
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Create a test student
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 up a test...
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Direct Link to Forms Merge Fields
In certain cases, you may want to link a parent directly to an online form on their student's checklist, instead of the entire checklist. While the Inquiry form and calendars can be shared through ...