Edvisor Recruit: Creating templates and adding samples for requested documents

How to create and add a template for requested documents from a student.

When you need to collect several document types from your students, you can create labels, include sample documents, and add descriptions to specify the requirements. Optionally, you can apply this to the student portal.

1. Go to "Marketing" then "Templates"> Click on "Add new" ->  Select "Requested documents"

Pro Tip: Document types such as pdf, csv or images work great as sample documents.

2. Enter the name, available offices and requested documents. Save.

3. Now, when requesting documents from your student, you will be able to select a template when requesting documents from the student page..