Set up is the most important step to ensuring the application process goes smoothly. Each school should spend some time reviewing these steps carefully before they attempt to complete forms, upload recommendations or submit documents to colleges and universities.

Configure can be found by going to Account in the left menu and then Configure in the top menu. There are 3 specific configurations that schools should review before launching cDocs and utilizing Recommendations.

  • Student Connectivity - This set of configurations allows a school to decide what a student can edit within their own profile.
  • School Search Permissions - This set of configurations is for both students and guardians and will determine if a guardian and/or student can add colleges and universities to a certain student the long list, short list, or applications list.
  • **cDocs Preferences** - This extensive set of configurations helps guide how a school manages recommendations within Cialfo, provides a section for the teacher recommendation survey, and determines whether or not the Common App list of schools automatically syncs with Cialfo adding to the Applications list of a student.
  • Students can request recommendations - Choose to allow students to request recommendations in Cialfo. If this is turned off, counselors are able to add recommenders to a student within cDocs - Recommenders.
  • Students can request recommendations to individual colleges - This option will soon be removed! ┬áKeep it turned off. The Common App "One and Done" policy does not allow for this.
  • Limit the amount of teachers students can request recommendations from - Set a limit for how many recommendations a student can request (if students can request recommendations is turned on)
  • Counselor can view & upload recommendations on behalf of teachers - In cases where a teacher leaves a school or where a new student arrives at your school, this allows the counselor to prepare forms and upload a letter on behalf of a teacher.
  • Recommendations Show "Needed Date" to teachers - If your school has a universal deadline for teachers to have their recommendations written by, you can select the date here and it will appear for teachers.
  • Admins can bulk send for a single student
  • Teachers can create Counselor Recommendation Forms - In some larger schools, we've heard that teachers provide support for completing counselor and school report forms. This configuration allows a school to decide if teachers can prepare these forms.
  • Enable syncing of your student's Common App college list - Choose whether or not a student's Common App My Colleges List syncs directly into the student's Cialfo Applications list. Please note - If a student deletes an application in Common App, it will not be deleted in Cialfo.
  • Recommendations: Survey Questions - If your school wants students to answer questions that may support a teacher in writing their recommendation for the student, you can ask those questions here. Students will be able to answer them in their account and teachers will be able to review the student responses.

**Find further information on Account - Configure here.

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