Setup

Additional information and tools to help a school prepare for using StudentForms. Please Note: If you are a student or parent user, you must contact the Office of Financial Aid at the institution the student attends for assistance. These articles are for school use only, they are not intended for student or parent use/help.

Onboarding Checklist
Please use the onboarding checklist to ensure that the School Admin User has reviewed/updated/edited the school settings in StudentForms and has completed t...
Fri, 26 Mar, 2021 at 9:08 PM
Basic Configuration
Introduction The following outlines the steps for setting basic configuration of the StudentForms product for your institution. This includes settings fo...
Fri, 26 Mar, 2021 at 9:14 PM
Communications
Introduction StudentForms includes automated communication via email and/or SMS/text to students and parents to notify them of changes to their records....
Thu, 7 Oct, 2021 at 1:08 PM
Integration Settings
Introduction The following outlines integration settings available to customers within the StudentForms product. Manage these settings to enable event d...
Fri, 26 Jan, 2018 at 2:11 PM
Proper Configuration for Email delivery
SPF/DNS Configuration If a school chooses to use email communications from CampusLogic Products using a custom "from" address rather than the de...
Sat, 27 Mar, 2021 at 8:57 PM
Documents
Introduction The following outlines the steps for defining behavior of document types in your system. Specifically the ability to specify whether to allow ...
Sat, 27 Mar, 2021 at 9:07 PM
Hands-On Practice - Student Experience
Introduction Prior to going live on StudentForms or when processing for a new award year becomes available, a school should complete testing in their ...
Thu, 23 Sep, 2021 at 2:16 PM
Appeal Configuration
Introduction The following outlines how to activate and manage settings for appeal functionality. The appeal types in StudentForms are: Professional Judg...
Sat, 27 Mar, 2021 at 10:02 PM
Midyear Onboarding
Midyear Onboarding - Mark Files as Verified and C Codes Resolved Externally from StudentForms When a school implements StudentForms in the middle o...
Wed, 25 Mar, 2020 at 11:15 AM
Requesting a Year to Date ISIR File
A year to date ISIR file may be requested instead of uploading individual ISIR files for schools who may be implementing StudentForms in the middle of an ...
Tue, 23 Mar, 2021 at 5:38 PM