Getting Started In StudentForms 7

• Onboarding Checklist - School Admin Users
• Security Overview
• Updating the School's SPF/DNS Record
• Hands On Practice - School Users
• Midyear Onboarding

See all 7 articles

School Admin Users - School Settings 11

• Contact Information
• Basic Configuration
• Communications
• Making StudentForms URL Link in Email Templates
• Integration Settings

See all 11 articles

School Admin Users - Admin Menu 24

• Admin Override Button
• Setup School Users
• School Users - Unlocking School User Account (DSO Only)
• ISIR Imports
• ISIR Imports - California ISIR Process

See all 24 articles

Client Integration Documents 14

• CampusLogic Integration Services Overview
• CampusLogic Services Authentication
• CampusLogic Service Operations
• Automated Award Letter Data Upload
• Event Notifications

See all 14 articles

Release Notes 14

• Release Notes August 4th, 2018
• Release Notes July 17, 2018
• Release Notes June 28, 2018
• Release Notes June 6, 2018
• Release Notes May 25, 2018

See all 14 articles

Student Users and Parent Users 34

• Student - Initial Notification to Log Into StudentForms
• Student - Login and Create Account
• Student - Username Requirements (DSO)
• Student - Password Requirements (DSO)
• Student - Account Creation Error Messages

See all 34 articles

School User Overview 23

• School User Login
• School User Login - School User is Also Student
• School User Account - SSO School User Receiving Student Create Account Incorrectly
• School Users - Forgot Username (DSO Only)
• School Users - Password Reset (DSO Only)

See all 23 articles

Student Account Page 8

• Account Page - Unlock Student Account
• Account Page - Update Student ID
• Account Page - View Student Username
• Account Page - Request Transaction
• Account Page - Request Verification

See all 8 articles

Student Transaction Screen 5

• StudentForms Transaction Status
• Transaction Page - Request Additional Documentation
• Viewing Student Account and Transaction Status Information
• Request Information - Default Documents/Tasks Available to Request
• Verification Worksheet Webform Sample

Document Review 16

• Document Review - Review Document Screen Overview
• Document Review - Reviewing Documents Prior to File Review
• When does a student’s documents/file become available for review?
• How can a school user view the documents submitted by a student?
• What are the different document statuses?

See all 16 articles

Student View Tab 7

• Student View - Waiving Tasks and Steps
• Student View - Tasks Not Appearing for New Award Year
• How can a school user see the tasks assigned to a student?
• How does a school user upload the Statement of Educational Purpose into a student’s account?
• How does a school user upload Immigration Status documents or Eligible Non-Citizen Documents into the application?

See all 7 articles

File Review Tab 11

• Smart File Review - Status Column
• File Review - Difference between Smart File Review and Full File Review
• Smart File Review - ISIR Field Statuses
• Smart File Review - ISIR Field Status Not Populated
• Smart File Review - Tax Documentation Priority and Summation

See all 11 articles

Appeals 9

• Appeals - Request SAP Appeal
• Appeals - Viewing Appeal Transaction
• Appeals - Reviewing SAP Appeal
• Appeals - Appeal Screen Overview
• Appeals - Completing SAP Review

See all 9 articles

Video Training 18

• Student Create Account Session
• Student Username Recovery and Password Reset
• Student Experience: Navigation Overview
• Student Experience: Completing Tasks
• Student Experience: Parent E-Signature

See all 18 articles

Reports 13

• Transaction Aging Report
• Transaction Status Aging
• Transaction Activity Report
• Data Exports - Identity Verification Results - V4/V5 Report
• Data Exports - FAO Activity Report

See all 13 articles

399 Workbench 2

• 399 Workbench
• 399 Workbench Best Practices

FAQs 39

• How can a school user request additional documentation from the student?
• How do I find out what the comment code numbers refer to?
• What browsers are supported?
• How often should ISIRs be imported into the system?
• What do I do if I need additional documents from the student after completing the appeal?

See all 39 articles

Support 7

• If a school user or student is experiencing an issue with StudentForms, what should be done?
• What hours can support be contacted by phone?
• Who can submit a support ticket to StudentVerification?
• How can a support ticket be submitted?
• What information should be included in a ticket?

See all 7 articles

2017 Release Notes (Archive) 20

• Release Notes November 11, 2017
• Release Notes November 2, 2017
• 18-19 New Award Year Release - October 30th, 2017
• Release Notes October 2, 2017
• Release Notes September 9th, 2017

See all 20 articles

2016 Release Notes (Archive) 24

• Release Notes December 22nd 2016
• Release Notes November 9th, 2016
• Release Notes October 20th, 2016
• Release Notes October 13, 2016
• Release Notes for October 6th, 2016

See all 24 articles

Release Notes 7

• Release Notes 8/9/2018
• Release Notes 7/20/2018
• Release Notes 7/2/2018
• Release Notes 06/21/2018
• Release Notes 6/13/2018

See all 7 articles

Setup 1

• Getting Started

Student Experience 0

Plan 2

• Cycles
• Score Cards

Review 0

Award 0

Reporting 0

Frequently Asked Questions (FAQ) 0

Administrative How To's 7

• Vertical Import File Specifications
• Import File Page and File Details Page
• Best Practices for Testing Your AwardLetter File in Sandbox
• Test Mode
• Create New User to AwardLetter Admin Portal

See all 7 articles

Sample templates 6

• Award Letter Standard Template
• CBU Template
• FATV Plugin Template
• My Financial Aid Plan - MFAP Example
• Rivier Sample Award Letter

See all 6 articles

Release Notes 1

• Release Notes April 11, 2018

Release Notes 2

• Release Notes November 18, 2016
• Release Notes May 12, 2016

How to Guides 8

• Quick Introduction and First Login
• Galleries
• Insight Page
• Quick Query
• Manual Import ISIR

See all 8 articles

FAQ Guides 0

General - User Management 7

• Platform Management Overview
• Employee Management
• User Management Import
• Employee Roles
• Search Users

See all 7 articles

Integration Settings 1

• Credentials Management

Settings 2

• Platform Communications
• Platform Settings

Release Notes 0

Set Up CL Connect 9

• Windows Server 2012 IIS Install and Configuration
• Download CL Connect
• SQL Server Express LocalDB Install
• .NET 4.5 Install
• File Path Permissions

See all 9 articles

Set Up ISIR Uploads 3

• Create/Identify Network Folders
• Configure CL Connect - ISIR Upload
• ISIR Upload Testing

Set Up ISIR Corrections 3

• Create/Identify Network Folders
• Configure CL Connect - ISIR Corrections
• ISIR Correction Testing

Integrate with SIS - Stored Procedure Path (Banner, Colleague etc.) 9

• Set Up Firewall Rules for CL Connect
• Establish Public DNS for CL Connect and Install Valid SSL Certificate
• Install ODBC Drivers and Create a DSN
• Banner Stored Procedure
• Colleague Stored Procedure

See all 9 articles

Integrate with SIS - Flat File Path (PeopleSoft and PowerFAIDS) 10

• Set Up Firewall Rules for CL Connect
• Establish Public DNS for CL Connect and Install Valid SSL Certificate
• Configure Student Forms - Incoming API credentials and CL Connect URL
• Flat File - CL Connect
• File Definitions

See all 10 articles

Integrate with SIS - API Path 1

• API Integration - CL Connect

Integrate Doc Imaging System 6

• Configure StudentForms - Document Imaging
• Map Document Names in StudentForms
• Create/Identify Network Folders
• Configure CL Connect - Document Imaging
• File Definitions

See all 6 articles

Award Letter Documentation 9

• Import Files and File Details
• Award Letter File Specifications (Vertical)
• Create/Identify Network Folders
• AwardLetter Upload
• AwardLetter Print Batch Processing

See all 9 articles

FAQ's 10

• CL Connect Minimum System Requirements
• Upgrading CL Connect
• What do I enter as the Endpoint URL in StudentForms?
• Why can’t I access CL Connect from outside the server? I click the web page and nothing happens.
• Running Multiple Instances of CL Connect Concurrently

See all 10 articles

SMTP Integration Setup 2

• Email Alerts
• SMTP

Document Imports 3

• Document Imports
• Document Imports Testing
• Automated Document Imports

AwardLetter Print 0

AwardLetter File Mapping Upload 1

• AwardLetter Item Mapping Import Settings

FAQ's 12

• appSettings
• Start Here
• mailSettings
• smtpSettings
• Event Property Values

See all 12 articles

Bulk Action Import 4

• Bulk Action Import Overview (Read First)
• Bulk Action CL Connect Configuration
• Bulk Action File Layout
• How to Monitor Status of a CL Connect Bulk Action

Getting Started 2

• Getting Started
• Navigating AutoReconciliation

Importing Files 5

• SAS File Format
• Changing SAS Options in COD
• SIS File Format
• Importing Files
• Reconciliation Results Report

Support 1

• Support

FAQs 37

• What is reconciliation?
• How often should a school reconcile?
• Who should be using AutoReconcilation?
• How is AutoReconciliation different from DL Tools?
• How do I sign up to use AutoReconciliation?

See all 37 articles

File Format Requirements 1

• SIS/FAM File Format Requirements

Sample Reports 1

• Sample Report