How to send and request student files
Last updated: May 6, 2026
Student files: Sales > Sale > Student Files. Share by Upload (instant Portal share). Request by file request feature; student gets email + Portal notification. Counselor notified on upload. Files visible in Sale record, student profile, and Portal.
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
- Click Upload.
- Select the file to share.
- The file is instantly shared with the student through the Student Portal.
Request files from students
- Use the file request feature in the Student Files section.
- Specify the documents needed.
- The student receives:
- 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).