Release Notes 34

• Release Notes January 21st, 2019
• Release Notes January 17th, 2019
• Release Notes January 9th, 2019
• Release Notes December 19, 2018
• Release Notes December 5th, 2018

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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

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School Admin Users - School Settings 10

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

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School Admin Users - Admin Menu 21

• Admin Override Button
• ISIR Imports
• ISIR Imports - California ISIR Process
• ISIR Imports - ISIR File Message Classes
• ISIR Imports - ISIR Import Screen ISIR Processing Status Columns

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Client Integration Documents 14

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

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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

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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)

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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

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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?

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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?

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File Review Tab 12

• 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

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Appeals 9

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

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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

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Reports 13

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

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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?

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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?

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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

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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

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