Explore the seamless process of managing, sharing, and requesting student documentation on Edvisor.
With the 'Sales' functionality on Edvisor, you can share, collect documents, and remind your students about any missing files required for their booking.
To do this, simply follow these steps:
Then, go to 'Sales' and open the sale you've just initiated.
Within this section, you'll find a 'Student Files' tab designed to help you manage your students' documents with ease.
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💡 Sales are directly linked to the Student Portal, ensuring that both payments and documents are always in sync with your student—and the other way around.
💡 All the files you handle within the Sale and Student Portal will also appear in the student's profile, on your Edvisor account.
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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The student can monitor these documents through the files section of their Student Portal. There, they can see both documents you've uploaded and any documents they need to upload themselves, with the corresponding due dates.
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.