As a counselor, you will be able to manage and track your student's individual college applications.

Accessing an Application

Adding an Application

Updating Application Information

Accessing an Application

You can access Applications by hovering over the student's profile in the Student List page and click on cDocs > Applications.

Adding an Application

If you have given your students and/or their guardians the permissions within Account Configuration, they will be able to add applications to the student's Applying List. Once an application is added, information will need to be updated on that application. You may add an application in 2 ways:

  1. Within the student's Schools > Search page

  2. Within the student's cDocs > Applications page

1st Method: Within the student's Schools > Search page

Head to to student's Schools > Search tab and using the search bar, type in the name of the School you want to add in application for. Once you have found the university, click on the 'Add to List' button and add click on 'Applying'.

2nd Method: Within the student's cDocs > Applications page

Head to the student's cDocs > Applications tab and click on the Add Application button. A search bar will appear at the bottom - type in the name of the School you want to add in application for. Once you have found the university, select it and the university will now appear in the student's Applications list.

Updating Application Information

Below is a quick gif of the Applications. We recommend that counselors complete as much information as possible on each application as this will ensure that all other connected features like cDocs, Reports, and Scattergrams will be properly populated. 

The following data points are available:

  • Notes: At the start of the application, there is a notes field and if a portal is not listed, the counselor can add that in the Notes section. The counselor may also want to include any other helpful information about how the student applied here. The Notes are visible to students, while the Private Notes is for counselors only.

  • Flags: Counselors may want to track certain characteristics about student applications, hence Application Flags. These are only visible to counselors. In the Application, there is a drop-down menu of preset flags to choose from. If a school needs custom flags, these can be created in Account - Configure. Multiple flags can be added per application if necessary.

  • Application Portal: This helps identify how the student will be submitting their application (via which application portal: Direct Apply, Common App, Other, etc.). The user can use the "Submitted" checkbox to indicate when the application is sent. The timestamp at the bottom reflected when the checkbox was last updated.

  • Course or Major: Indicate the course or major the student is applying for, if applicable.

  • Scholarship: Indicate if the student is applying for a scholarship and if awarded one, the quantity of said scholarship.

  • Round: Indicate the application's round (EA, RD, Spring Transfer, etc.) if applicable

  • Deadline: This is auto-generated based on your selected Round, but you can manually change the deadline later.

  • Test Submitted: Indicate whether a test was submitted as a part of the application or indicate if none were submitted (for test optional colleges!)

  • Result: Indicate the result once received!

Once all the details have been inputted, don't forget to click "Save".


(1) Unable to update Application rounds and deadlines

If you are unable to add or edit the application round here, it's quite likely that due to an account configuration, student's rounds and deadlines are getting auto-updated here from Common app.

(2) Multiple Applications to One College or University

It is possible to have multiple applications to the same university. Schools in the UK for example, may have more than one application to one institution. To add another application, simply click the blue "+ Add" button under "Save".

It is possible to track that an application was made. Just click Remove Application at the bottom of the relevant school. 

(3) I don't want my students to edit application details

You can prevent students from going in and updating the applications page using one simple account configuration. Click the chevron on the top right corner and click Configuration. Scroll down to student connectivity and turn off Can Edit Application Details have been added under the Students Connectivity section.

When turned off, this option will prevent the student from making any changes to their applications. You can turn it back ON when you would like students to go ahead and make changes to their applications.

(4) Navigating to cDocs

You can also directly jump into student's cDocs from Applications page. Upon clicking the Go to cDocs button from top of the applications page, you can visit this student's cDocs from the new tab that opens.

Similarly, you can also jump to student's applications page from cDocs by clicking on Applications.

(5) Reports

You can download a summary report of Applications by College that includes all your students of a particular Graduation year and their corresponding application status. For more on Reports, go to this help article!

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