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Knowledge base
Platform Management
Overview
2
Platform Management Overview
Students Accounts VS Verified Students
Release Notes
25
September 1st, 2022
Release Notes June 23rd, 2022
Release Notes September 30th, 2021
Release Notes June 29th, 2021
Release Notes April 20th, 2021
View all 25
General - User Management
7
Employee Management
User Management Import
Employee Roles
Verified Students Management
Search Users
View all 7
Integration Settings
12
Credentials Management
Data Fields
File Imports
School SIS Data Import
Scholarship Data Import
View all 12
Reports
1
Unsubscription Count
Settings
3
Platform Communications
Platform Settings
Enabling Push Notification for StudentAdvisor
Video Content
0
Frequently Asked Questions (FAQ)
1
Important IE11 Update for CampusLogic Products
StudentForms
Release Notes
65
Release Notes November 18th, 2022
Release Notes November 2nd, 2022
Release Notes October 26th, 2022
Release Notes October 18th, 2022
2023-2024 New Award Year Release - September 20th, 2022
View all 65
Overview
2
Differences Between Transactions in StudentForms
Overview Federal ISIR Students, California DREAM Students, and Verified Non-ISIR Students
Setup & Settings
16
Onboarding Checklist
Appeals Management
Workflow Dates
Proper Configuration for Email delivery
Basic Settings
View all 16
Workflow
13
Workflow Page
File Review Workflow
Document Review Workflow
Subsequent ISIR Workflow
Document Retrieval Workflow
View all 13
Bulk Actions
2
Bulk Request
Expire Transactions
ISIR
2
ISIR Imports
ISIR Corrections
Student Profile
6
Student Search
Student Profile Modal
Student Profile - Account Tab
Student Account - Transactions Tab
Student Account - ISIRs Tab
View all 6
Reporting
17
School Dashboard
Appeals
Cal ISIR Corrections
Cal Student Transactions
Deleted Student Documents
View all 17
Student and Parent User Experience
23
Student - Initial Notification to Log Into StudentForms
Student - Account Creation
Student (DSO) - Username and Password Requirements
Appeals - Student Task Completion
Student - Acceptable File Formats
View all 23
Video Training
8
StudentForms Process - Webinar
StudentForms Basic Setup - Webinar
StudentForms Appeals - Webinar
StudentForms Hands on Training - Webinar
StudentForms Dependent Student Example - Webinar
View all 8
Student Rollout Kit
4
Email Communication
Social Media Communication
Digital Communication
Print Communication
Frequently Asked Questions (FAQ)
64
Account Activity Shows Document Uploaded Without Document
I have imported our ISIR file, why are there no students when I use search?
What browsers are supported?
The student indicated in the taxes section of the verification form they did not file taxes but their ISIR indicates they filed taxes, how do I update the ISIR?
How do I find out what the comment code numbers refer to?
View all 64
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?
View all 7
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
View all 38
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
View all 20
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
View all 24
ScholarshipUniverse
Release Notes
72
Release Notes October 25th, 2022
Release Notes October 5th, 2022
Release Notes September 7th, 2022
Release Notes August 22nd, 2022
Release Notes August 4th, 2022
View all 72
Overview
17
Scholarship Planning Video Series
Scholarship Matching Rules Video Series
Review Process Video Series
Application Based Awarding Video Series
Direct Awarding Video Series
View all 17
Setup
16
Getting Started
ScholarshipUniverse Roles
Basic Settings
Organizations/Departments
Import: Organizations/Departments
View all 16
Plan
20
Cycles
Score Cards
Applications
Application Methods
Scholarships
View all 20
Review
8
Manage Committees
Import: Committees
Import: Committee Members
Manage Pools
Review Applications
View all 8
Award
7
Award Views
Import: Scholarship Awards
SmartRanks
Manage Awards
Review and Approve Thank You Letters
View all 7
Student Profile
8
Student Profile > Action Required
Student Profile > Student Data
Student Profile > Matching Answers
Student Profile > Scholarships
Student Profile > Applications
View all 8
Reporting
19
School Dashboard
External Scholarship Volume
Incomplete Application Report
Internal Application Details
Internal Application Volume Report
View all 19
Student Experience
6
Student Experience: Scholarships (list and view); Internal Vs.External
Student Experience: Applications
Student Experience: My Documents
Student Dashboard
Weekly Scholarship Newsletter
View all 6
Donor Portal
6
Donor Portal
Donor Portal Dashboard
Donor Portal Scholarships
Donor Portal Scholarships (Simplified Version)
Donor Portal Thank Yous
View all 6
Frequently Asked Questions (FAQ)
5
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
How do I Prepare for a New Award Year in ScholarshipUniverse?
Student Rollout Kit
3
Email & Text Alerts Communication
Social Media Communications
Print Communications
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
View all 54
CampusCommunicator
Release Notes
19
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
View all 19
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
View all 7
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
32
Release Notes June 21st, 2022
Release Notes March 24th, 2022
Release Notes February 23rd, 2022
Release Notes January 6th, 2022
Release Notes September 15th, 2021
View all 32
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
View all 7
Advising
8
Advising: Live Conversations
View Conversations
VirtualAdvisor to School Advisor Handoff
Advising: Awaiting Advisor & My Conversations
Enable Push Notifications
View all 8
VirtualAdvisor
14
Manage Content
VirtualAdvisor Content Guidelines & Best Practices
VirtualAdvisor Voice and Tone
Add/Edit Question and Response
Multi-Turn Help Content
View all 14
Reporting
1
SMS Outreach Usage Report
Student Experience
1
VirtualAdvisor for Students
Settings & Setup
9
Basic Settings
VirtualAdvisor Embed Code Snippet
Categories
Category Permissions
Institution Data Fields
View all 9
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
View all 8
Video Trainings
1
Introduction to CampusMetrics 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
View all 13
Overview
5
SponsoredScholar 101
Private Launch
Soft Launch
Public Launch
Advisor Training
Frequently Asked Questions (FAQ)
1
Frequently Asked Questions (FAQ)
Integration
Integration Overview
5
CampusLogic Services Authentication
CampusLogic Service Operations
Event Notifications
CL Connect Foundational Requirements and Quick Setup
CampusLogic Integration with CL Connect and Event Notifications
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
0
CL Connect - Basic Setup
12
CL Connect - Minimum/Recommended System Requirements
Windows Server IIS Install & Configuration
CL Connect - Download Package
CL Connect - SQL Server Express LocalDB Install
CL Connect - .NET 4.5+ Install
View all 12
CL Connect - (SF) ISIR Integrations
5
CL Connect - Create/Identify Network Folders
CL Connect - ISIR Upload
ISIR Upload Testing
CL Connect - ISIR Corrections
ISIR Corrections Testing
CL Connect - (SF) SIS Integrations
21
CL Connect - Configure Firewall Rules
CL Connect - Configuring For Incoming Communication
Install ODBC Drivers and Create a DSN
Configure Incoming API Credentials and CL Connect URL
CL Connect Configuration for Event Notifications
View all 21
CL Connect - (SF) Document Imaging System Integrations
6
Event Notifications - Document Imaging
Map Document Names in StudentForms
CL Connect - Create/Identify Network Folders
Configure CL Connect - Document Imaging
File Definitions
View all 6
CL Connect - (SF) Document Imports
3
Document Imports
Document Imports Testing
Document Imports File Format and Process
CL Connect - (SF) Bulk Action Import
5
Bulk Action Import Overview (Read First)
CL Connect - SMTP Setup
Bulk Action CL Connect Configuration
Bulk Action File Layout
How to Monitor Status of a CL Connect Bulk Action
CL Connect - (CCom) CampusCommunicator Integrations
10
Import Files and File Details
CampusCommunicator File Specifications (Vertical)
CL Connect - Create/Identify Network Folders
CL Connect - CampusCommunicator Upload
Event Notifications - CampusCommunicator Batch Processing
View all 10
CL Connect - (SU) ScholarshipUniverse Integrations
3
SIS Integration Overview
CL Connect - Data File Upload for SU
Banner - SU Stored Procedure
CL Connect - (VA) VirtualAdvisor Integrations
3
CL Connect - Data File Upload for VA
StudentAdvisor Events
VirtualAdvisor Data Imports
CL Connect - Frequently Asked Questions (FAQ's)
14
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.
Powershell Script Test Network Communication
CampusCommunicator Network Diagnostic
View all 14
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
View all 11
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?
View all 28
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
14
Managing Territory & Student Outreach in the RaiseMe Portal - Webinar
Understanding RaiseMe's Student Data & Segmenting - Webinar
Overview of RaiseMe's Proprietary Likelihood to Apply Score
How to Use the RaiseMe Portal to Message Students
RaiseMe Overview
View all 14
Features
4
Build Campaigns with RaiseMe
RaiseMe Likelihood to Apply Score
Non-Responder Campaigns
RaiseMe Spot Scholarships
Release Notes
1
Release Notes November 15th, 2022
RaiseMe Toolkit
8
High School Email Communication
Transfer Email Communication
Print Communication
Travel Season Resources
Earning Deadline Communication
View all 8
Customer Success Resources
Implementation & Integration
2
Implementation Resources
Integration Resources
Product Webinars & Training Videos
24
StudentForms Process - Webinar
StudentForms Basic Setup - Webinar
StudentForms Appeals - Webinar
StudentForms Hands on Training - Webinar
StudentForms Dependent Student Example - Webinar
View all 24
Student Rollout Kits
7
StudentForms Email Communication
StudentForms Social Media Communication
StudentForms Digital Communication
StudentForms Print Communication
ScholarshipUniverse Email & Text Alerts Communication
View all 7
