Bulk Updates on the Applicants Page are Here!
We have added the ability to update multiple applicant records in the following ways:
  • Lock Applications
    : Locks all selected applications, preventing any edits the family makes to their application to not over-write any School Revisions made to the Family Contribution Worksheet (FCW).
  • Unlock Applications
    : Unlocks all selected applications, allowing any edits the family makes to their application to over-write any School Revisions made to the Family Contribution Worksheet (FCW).
  • Update Enrollment Status
    : Changes the Admission/Enrollment Status for all selected applicants.
  • Update Folder Status
    : Changes the Folder Status for all selected applicants.
  • Set Status to “Documents Completed”
    : Sets the Document Status of selected Student Folders to “Documents Completed”. (Mass overrides Document Status).
  • Revert Document Status
    : Reverts the Document Status of selected Student Folders to align with family-submitted document requirements.
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We have also passed these bulk updates to the
Advanced Lists
page (NAIS only).
Additions to "Require More Documents" List
Several new options have been added to the list of documents you can require on an individual Student Folder basis. These additional document requirements can be found on the
Documents
page of any Student Folder, and they include:
  • 1041
  • International Student Financial Aid Profile
  • Verification of Non-Filing (4506-T)
  • Several common UK-specific forms
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Reports Navigation Made Easier
A "Return to Dashboard" and "Return to Reports Home" button have been added to the
General Reports
pages to facilitate easier navigation, especially when working with multiple reports.
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