How to send and request student files

Last updated: October 9, 2026

Manage all student documentation through the Sales section.

Where to access

Sales > select Sale > Student Files.

If no Sale exists yet, create one first.

Share files with students

  1. Click Upload.

  2. Select the file to share.

  3. The file is instantly shared with the student through the Student Portal.

Request files from students

  1. Use the file request feature in the Student Files section.

  2. Specify the documents needed.

  3. The student receives:

  4. When the student uploads, the counselor is notified. The document appears in both the Sale record and the student's profile.

File availability

Files uploaded by either party are accessible in:

  • The Sale record.

  • The student's profile.

  • The Student Portal (for the student).