With the revamped cDocs Document tab, counselors can now easily identify the complete list of prepared, uploaded, and pending documents with color-coded tabs, prioritize document sending, and extensive filtering options as well as manage their school's Recommenders.

At the top, you will see sub-tabs such as All Documents, Submissions, All Recommendations, My Recommendations, Recommenders, and Transcript Requests on the top. You will see a search bar where you can search the student's name or email ID. You can also filter by CA & FERPA status, Document Type, Counselor, and Teacher below the search bar.

When you are on the 'All Documents' sub-tab, you will see all documents associated with a student organized by document type: Initial Documents, Mid-Year Documents, Final Documents, Other Documents.

The color code guide helps counselors visually identify the status of different documents at a glance.

The cDocs Submission tab in Cialfo helps counselors manage and track document submissions for college applications.

In the All Recommendations sub-tab, you will see a summary of all the recommendation requests that each student has.

The recommenders tab lists all the recommenders registered with your school.

Transcript request tab will show all the document requests made by the student.

You can search for a student using their name or email ID, and filter by Counselors, CA & FERPA Statuses, and document type.

To filter by a counselor, simply search the counselor's name and add them to the list.

Filtering by CA and FERPA status works much like a checkbox.

You may also filter by document type, by Document Status (Uploaded / Not Uploaded) or by the type of document.

Clicking on the student's name as highlighted below will bring you to the student's individual documents page; more information can be found in this article.

Cialfo released improvements to document type visibility and action button behaviour in cDocs.

Action buttons (CTAs) that were incorrectly appearing for certain document types are now properly hidden, ensuring counselors only see actions that are relevant and available for that document type.

Additionally, an issue affecting document types previously hidden through the Explore API has been resolved. Document types that should be visible to students and counselors are now correctly restored and displayed in the cDocs Documents view.

If a document type is still missing or appearing incorrectly, contact Chat with Cialfo with the document type name and your school details.

Our Client Support team is available via Live Chat 24 hours a day, Monday through Friday, so you can get help anytime during the work week through Chat with Cialfo.

If you're unable to find a solution in our help articles or need further assistance, you can contact the Cialfo Support team via Live Chat or email us at [email protected].