Before documents can be sent for a student through Direct Apply, counselors need to make sure they have uploaded all the necessary documents such as School Report, Transcripts, Letter of Recommendation etc. Here's how you can navigate through the document sending process for students applying via Direct Apply.
Here's a quick video for you:
Uploading Documents
Head on to the student's view and click on cDocs then Documents tab. This will lead you to the student's individual cDocs page. Here you are able to upload documents for students just by clicking on the upload button.
Documents Sending
Once all required documents are uploaded successfully, head to Submission tab and scroll down to the Direct Apply section. This houses all the Direct Applications that are added by the student.
All documents can either be sent individually or send all at once.
You can also click on "Exclude file" before sending all documents. Files that are excluded will be greyed out.
After Sending: Verifying Documents Are Sent
After clicking on the Send button, it will show as Processing (Purple) before changing to Sent (Green). There will be a timestamp of when the documents were sent.
Troubleshooting: Direct Apply Application Not Appearing on the Applications Page
If a student's Direct Apply submission is confirmed in cDocs (Submissions tab shows the application as submitted) but the university does not appear on the student's Applications page, this is a known sync issue.
How to resolve the issue?
First, please verify that the application has been successfully submitted in the student’s cDocs Submissions tab.
Request the student to refresh their Applications page, as this typically resolves temporary display delays and allows the university to appear correctly.
If the university still does not appear after refreshing, please reach out via Chat with Cialfo and provide the student’s email address, the university name, and a screenshot of the cDocs Submissions tab and Applications page for further investigation.