Document Request Forms (aka Checklist Item Request Forms) provide flexibility for schools to electronically receive confidential admissions or enrollment documents directly from other schools or organizations, while also providing visibility for applying or enrolling families to track completion progress. Completed document request forms always remain confidential to the school, and a parent will only see the completion progress -- not the contents -- of the form.
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 SchoolAdmin 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 SchoolAdmin 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 SchoolAdmin:
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 SchoolAdmin using document request forms.