Manage All Your Student Documents
You can use the Document Tracking list to display a list of all of your documents by module and manage those documents. This includes internal documents within your institution as well as documents requested from the student or from external institutions (such as identification cards and transcripts). For example, in Document Tracking you can:
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Display a list of documents associated with a specific module and their attachments (such as Financial Aid)
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Edit or update the properties for one or more documents (such as the statuses for documents and dates accepted)
Document Tracking is available in the following modules:
- Academic Records - AD
- Admissions - AM
- Career Services - PL
- Contact Manager - CM
- Financial Aid - FA
- Student Accounts - SA
- Student Services - SS
Prerequisites
To view the page, you must have one or more Module - Document Tracking - View authorizations (such as Admissions - Document Tracking - View or Academics - Document Tracking - View).
Access Method
Select the Document Tracking tile.
Process to Create the Batch and Review Results
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If you have integrated with Hyland’s Perceptive Content, review the background. |
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Create and queue a batch of documents to review and update. |
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Review a batch that updated documents for students. |
Details for the Steps in the Process
Background for Integration with Hyland’s Perceptive Content
Create a Batch to Review or Update Documents
Review Batches for Updating Documents
