Files Generation, Forms, Form Requests, and Form Packets
Guidance on how to create and use Files, Forms, Form Requests, and Form Packets.
15 articles
Customizing Forms
Guidance on how to create forms for different purposes.
How to: Use Simple Supplemental Request RulesLearn how to show certain forms in a packet based on grad year or form responses, no complex queries needed.
How to: Add a PDF Template to a FormA step-by-step article on how to upload a PDF template for a download/upload attachments question.
How to: Create a New Form Request Template
Form Answer TypesAn article that walks through all of the answer types available on a form template.
How to: Create a New Form Request Packet
System Forms - Explanations and Visualizations
Supplemental Request RulesHow to set rules for supplemental form requests within a form request packet
How to set Auto-approve in an enrollment packetThese are the steps necessary to auto-approve one or multiple sections within a packet
How to Use: Merge Fields
How to: Use Conditional Fields on Form TemplatesThis article walks through how to set up trigger questions and apply conditional logic to create smarter, more streamlined forms.
Requesting Forms
Guidance on how to request forms for different purposes.
Form Requests FAQ
Creating an Individual Form Batch
Troubleshooting Enrollment Form IssuesHelp for administrators and staff experiencing common enrollment form problems — including forms not sending, submission errors, reminder issues, and data not appearing on student cards after approval.