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Knowledge base
Platform Management
Overview
2
Platform Management Overview
Students Accounts VS Verified Students
Release Notes
23
Release Notes September 30th, 2021
Release Notes June 29th, 2021
Release Notes April 20th, 2021
Release Notes March 17th, 2021
Release Notes January 15th, 2021
See all 23 articles
General - User Management
7
Employee Management
User Management Import
Employee Roles
Verified Students Management
Search Users
See all 7 articles
Integration Settings
11
Credentials Management
Data Fields
File Imports
School SIS Data Import
Scholarship Data Import
See all 11 articles
Reports
1
Unsubscription Count
Settings
2
Platform Communications
Platform Settings
Video Content
0
Frequently Asked Questions (FAQ)
1
Important IE11 Update for CampusLogic Products
StudentForms
Release Notes
41
2022-2023 New Award Year Release - September 27th, 2021
Release Notes September 22nd, 2021
Release Notes July 26th, 2021
Release Notes April 30th, 2021
Release Notes April 21st, 2021
See all 41 articles
Setup
16
Onboarding Checklist
Basic Configuration
Communications
Integration Settings
Proper Configuration for Email delivery
See all 16 articles
Admin Features
10
ISIR Imports
ISIR Corrections - Queuing ISIR Correction Files
ISIR Corrections - Batch and Download Correction Files
ISIR Corrections File Review Transaction Process
ISIR Corrections - Rejected Correction Files from CPS
See all 10 articles
Student Users and Parent Users
24
Student - Initial Notification to Log Into StudentForms
Student - Login and Create Account
Student - C Codes and Rejects That Prevent Account Creation
Student (DSO) - Username and Password Requirements
Student - Account Creation Error Messages
See all 24 articles
School User Overview
10
School User Login
School User - Profile/Account Self Management
StudentForms School User Navigation
Subsequent ISIR Workflow
File Review Workflow
See all 10 articles
Student Transaction and Review
11
Review Document Screen Overview
Document Statuses
Waiving Student Tasks
Rejecting a Document
Viewing Student Tasks
See all 11 articles
Document Review
3
Document Review - Missing Pages
Document Review - Document Value Field Names/ISIR Field Names Translation
Document Review - Document Values Typing in Backwards
Appeals
11
Appeals - Request SAP Appeal
Appeals - Viewing Appeal Transaction
Appeals - Reviewing SAP Appeal
Appeals - Appeal Screen Overview
Appeals - Completing SAP Review
See all 11 articles
Video Training
24
StudentForms Process - Webinar
StudentForms Basic Setup - Webinar
StudentForms Appeals - Webinar
StudentForms Hands on Training - Webinar
StudentForms Dependent Student Example - Webinar
See all 24 articles
Student Rollout Kit
4
Email Communication
Social Media Communication
Digital Communication
Print Communication
Reports
16
Transaction Aging Report
Transaction Status Aging
Transaction Activity Report
Data Exports - V4/V5 Reports
Data Exports - Identity Verification Results - V4/V5 Report
See all 16 articles
Frequently Asked Questions (FAQ)
64
Account Activity Shows Document Uploaded Without Document
Switching Account for California Student with both Cal Dream ISIR and Federal ISIR
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?
See all 64 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 for StudentForms?
How can a support ticket be submitted?
What information should be included in a ticket?
See all 7 articles
2019 Release Notes (Archive)
38
Release Notes December 17th, 2019
Release Notes December 4th, 2019
Release Notes November 20th, 2019
Release Notes October 30th, 2019
Release Notes October 23rd, 2019
See all 38 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
ScholarshipUniverse
Release Notes
50
Release Notes October 13th, 2021
Release Notes September 28th, 2021
Release Notes September 23rd, 2021
Release Notes September 15th, 2021
Release Notes August 30th, 2021
See all 50 articles
Overview
16
Scholarship Planning Video Series
Scholarship Matching Rules Video Series
Review Process Video Series
Application Based Awarding Video Series
Direct Awarding Video Series
See all 16 articles
Setup
16
Getting Started
ScholarshipUniverse Roles
Basic Settings
Organizations/Departments
Import: Organizations/Departments
See all 16 articles
Plan
18
Cycles
Score Cards
Applications
Application Methods
Scholarships
See all 18 articles
Review
7
Manage Committees
Import: Committees
Import: Committee Members
Manage Pools
Review Applications
See all 7 articles
Award
7
Award Views
Import: Scholarship Awards
SmartRanks
Manage Awards
Review and Approve Thank You Letters
See all 7 articles
Student Profile
8
Student Profile > Action Required
Student Profile > Student Data
Student Profile > Matching Answers
Student Profile > Scholarships
Student Profile > Applications
See all 8 articles
Reporting
18
School Dashboard
External Scholarship Volume
Incomplete Application Report
Internal Application Details
Internal Application Volume Report
See all 18 articles
Student Experience
6
Student Experience: Scholarships (list and view); Internal Vs.External
Student Experience: Applications
Student Experience: My Documents
Student Dashboard
Weekly Scholarship Newsletter
See all 6 articles
Donor Portal
5
Donor Portal
Donor Portal Dashboard
Donor Portal Scholarships
Donor Portal Thank Yous
Donor Contact Us
Student Rollout Kit
3
Email & Text Alerts Communication
Social Media Communications
Print Communications
Frequently Asked Questions (FAQ)
4
How can I change whether a scholarship is renewable?
Pool Builder FAQ
How does ScholarshipUniverse handle prohibited eligibility criteria?
How to Transition from Blackbaud Award to ScholarshipUniverse
Release Note Archive 2019
54
Release Notes December 18th, 2019
Release Notes December 10th, 2019
Release Notes November 26th, 2019
Release Notes November 14th, 2019
Release Notes October 28th, 2019
See all 54 articles
CampusCommunicator
Release Notes
17
Release Notes August 19th, 2021
Release Notes April 2nd, 2021
Release Notes March 25th, 2021
Release Notes January 15th, 2021
Release Notes October 26th, 2020
See all 17 articles
Overview
4
Dashboard and Navigation
CampusCommunicator User Roles
Create New User to CampusCommunicator Admin Portal
Communication and Application Settings
Import & Actions
7
Vertical Import File Specifications
Display a Specific Template for Authenticated Student Users
Import Files Page and File Details Page
Test Mode
Advanced Search
See all 7 articles
Sample templates
4
Award Letter Templates
Debt Letter Templates
Merit Letter Templates
Satisfactory Academic Progress (SAP) Letters
Frequently Asked Questions (FAQ)
0
StudentAdvisor
Release Notes
27
Release Notes September 15th, 2021
Release Notes August 31st, 2021
Release Notes May 24th, 2021
Release Notes May 12th, 2021
Release Notes April 28th, 2021
See all 27 articles
Overview
7
VirtualAdvisor Student Experience Video Series
Setting Up Virtual Advisor Video Series
Content Management and Bot Training Video Series
Two-Way Conversations Video Training Series
StudentAdvisor Roles
See all 7 articles
Advising
7
Advising: Live Conversations
View Conversations
VirtualAdvisor to School Advisor Handoff
Advising: Awaiting Advisor & My Conversations
Managing Sensitive Information
See all 7 articles
VirtualAdvisor
14
Manage Content
VirtualAdvisor Content Guidelines & Best Practices
VirtualAdvisor Voice and Tone
Add/Edit Question and Response
Multi-Turn Help Content
See all 14 articles
Reporting
1
SMS Outreach Usage Report
Student Experience
1
VirtualAdvisor for Students
Settings & Setup
10
Basic Settings
VirtualAdvisor Embed Code Snippet
Categories
Category Permissions
Institution Data Fields
See all 10 articles
CampusMetrics
Release Notes
4
Release Notes June 5th, 2019
Release Notes April 8th, 2019
Release Notes November 18, 2016
Release Notes May 12, 2016
Overview
8
Quick Introduction and First Login
Galleries
Insight Page
Quick Query
Manual Import ISIR
See all 8 articles
Video Trainings
1
CampusMetrics School Administrator - Webinar
Frequently Asked Questions (FAQ)
0
ClearCost
Video Trainings
1
ClearCost Testing - Webinar
SponsoredScholar
Release Notes
13
Release Notes January 22th, 2020
Release Notes December 17th, 2019
Release Notes November 20th, 2019
Release Notes November 12th, 2019
Release Notes October 17th, 2019
See all 13 articles
Overview
1
SponsoredScholar 101
Frequently Asked Questions (FAQ)
1
Frequently Asked Questions (FAQ)
Integration
Overview
5
CampusLogic Integration Services Overview
CampusLogic Services Authentication
CampusLogic Service Operations
Event Notifications
CL Connect Foundational Requirements and Quick Setup
Single Sign-on (SSO)
5
SSO
Client SSO Claims Requirements
How do I trouble shoot problems with my integrations?
CAS Extended Attributes
SSO Best Practices Guide
API Integrations - No CL Connect
4
Client Integration Using Salesforce/Apex
Award Letter API - Secure Token Service
Award Letter API Calls - AL Import Guide
Award Letter API Calls - AL PDF Guide
CL Connect - Basic Setup
9
Windows Server IIS Install & Configuration
Download CL Connect
SQL Server Express LocalDB Install
.NET 4.5+ Install
File Path Permissions
See all 9 articles
CL Connect - SMTP Integration Setup
1
SMTP Setup
CL Connect - SF ISIR Integrations
5
Create/Identify Network Folders
Configure CL Connect - ISIR Upload
ISIR Upload Testing
Configure CL Connect - ISIR Corrections
ISIR Corrections Testing
CL Connect - SF SIS Integrations
20
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
Configure Incoming API Credentials and CL Connect URL
API Integration - CL Connect
See all 20 articles
CL Connect - SF Document Imaging System Integrations
5
Map Document Names in StudentForms
Create/Identify Network Folders
Configure CL Connect - Document Imaging
File Definitions
Document Imaging Testing
CL Connect - CampusCommunicator Integrations
8
Import Files and File Details
CampusCommunicator File Specifications (Vertical)
Create/Identify Network Folders
CampusCommunicator Upload
CampusCommunicator Print Batch Processing
See all 8 articles
CL Connect - 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
CL Connect - Document Imports
3
Document Imports
Document Imports Testing
Document Imports File Format and Process
CL Connect - ScholarshipUniverse (SU) Integrations
3
SIS Integration Overview
CL Connect DataFile Upload Documentation for SU
Banner - SU Stored Procedure
CL Connect - VirtualAdvisor (VA) Integrations
3
CL Connect DataFile Upload Documentation for VA
StudentAdvisor Events
VirtualAdvisor Data Imports
DataFile Export Documentation
2
Banner Export Example
PowerFAIDs Export Example
CL Connect - Frequently Asked Questions (FAQ's)
14
CL Connect Minimum & Recommended System Requirements
Upgrading CL Connect
Running Multiple Instances of CL Connect Concurrently
Powershell Script Test Network Communication
CampusCommunicator Network Diagnostic
See all 14 articles
CL Connect Release Notes
1
CL Connect Release Notes
Archive
AwardLetter File Mapping Upload
1
AwardLetter Item Mapping Import Settings
FAQ's
11
appSettings
mailSettings
smtpSettings
Event Property Values
eventNotifications
See all 11 articles
AutoReconciliation
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
28
What is reconciliation?
How often should a school reconcile?
How is AutoReconciliation different from DL Tools?
Is it safe to upload my COD and SIS files into AutoReconciliation?
What security is in place to protect the information being uploaded?
See all 28 articles
File Format Requirements
1
SIS/FAM File Format Requirements
Sample Reports
1
Sample Report
RaiseMe
Overview
0
Data Management
1
Uploading Data Through the College Portal
Video Trainings
7
Managing Territory & Student Outreach in the RaiseMe Portal - Webinar
Understanding RaiseMe's Student Data & Segmenting - Webinar
Overview of RaiseMe's Proprietary Lead Score
How to Use the RaiseMe Portal to Message Students
RaiseMe Overview
See all 7 articles
Features
1
Build Campaigns with RaiseMe
Customer Success Resources
Implementation & Integration
2
Implementation Resources
Integration Resources
Product Webinars & Training Videos
16
StudentForms Process - Webinar
StudentForms Basic Setup - Webinar
StudentForms Appeals - Webinar
StudentForms Hands on Training - Webinar
StudentForms Dependent Student Example - Webinar
See all 16 articles
Student Rollout Kits
7
StudentForms Email Communication
StudentForms Social Media Communication
StudentForms Digital Communication
StudentForms Print Communication
ScholarshipUniverse Email & Text Alerts Communication
See all 7 articles
