Learn how to manage, share, and request students’ documentation through the Sales section on Edvisor.
With the ‘Sales’ functionality on Edvisor, you and your student can work together to manage all the necessary documentation for their trip. You can share files with your student and request them to upload documents for you.
Access the 'Sale'
To access the student files section, simply follow these steps:
⚠️ If you haven’t created a sale yet, you’ll need to do that first. Go back to this tutorial to learn how.
- Once created, click on ‘Sales’ from the left-side menu of your Edvisor platform.
- Then open a sale by selecting one from the list.
- Once in the sale profile, click on 'Student Files'. 💡This section is designed to help you manage your students' documents with ease.
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How to share files with your students
You can manually add documents to this section, and these documents will be instantly shared with the student through the Student Portal.
You can also request the student to send you a document via the Student Portal.
The student will receive an email inviting them to upload the required document. They'll also get a notification in the Student Portal.
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This is the email the student notification will receive |
This is how the notification looks like in the Student Portal |
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Once the student uploads a document, the counselor will be notified, and the document will be accessible in both the Sale record and the student's profile.
Key takeaways about document handling
- Sales are directly linked to the Student Portal, ensuring that the documents are always in sync with your student—and the other way around.
- Students can monitor all their documents through the files section of their Student Portal. There, they can see both the documents you've uploaded, and any documents they need to upload themselves, with the corresponding due dates.
- All the files you handle within the Sale and Student Portal will also appear in the student's profile, on your Edvisor account.