Students and Counselors have the same 5 steps to apply for applying to colleges via Direct Apply, so either the students can do it themselves or counselors can help out from the counselor's login. Please note that any application fee payment (if required) needs to be done by the student.
After the student has added their Direct Apply programs, it's now to click on the Direct Apply tab from the left-hand side menu of the Student's schools tab.
Here you will find the 5 steps process for you to prepare and submit a student's application.
STEP 1 - Add programs
If you have added your programs, you have already checked step 1. If not, click on to Add programs button.
STEP 2: Fill out application forms
Start with clicking on the Fill out application forms button. An application form will now appear where some fields will be pre-filled based on the data provided on the student's profile information page.
The form is divided into 3 parts -
The profile page includes Personal information, address, contact details, and guardian information.
Start with completing the remaining parts of the profile page. At the bottom of the page, the form requests for guardian information. If you have it available on the student's contacts page, you can directly add them by selecting their names. If not, you can add guardian details from the application page by clicking on Add New Guardian.
Click on the Save button and then click on Academics from the top of the page.
This part of the form requests for student's education and test details. Again, if the information is already available in the student's Cialfo profile, it will be auto-populated in the form.
Once you have added all added, click on Save followed by the Documents button at the top
Documents are of 2 kinds - student uploaded and counselor uploaded. A student uploads documents such as passport, visa, transcripts, English language certificate, etc with passport being a mandatory document from the student's side.
Counselor can click on the link highlighted in the image below to send counselor documents like transcripts, letters of recommendations, etc from cDocs
Upon clicking on the link, the student's cDocs will open in a new tab. Note that a counselor can send documents only after the student has submitted their application to the college.
Counselor's steps for sending documents from cDocs are very similar to sending parchment documents. In the new cDocs tab, you will find there's is a new Direct Apply section along with Common app, Parchment, and Mail.
If already have relevant documents already uploaded for the student, start with clicking on the college. If you would like to check out how to upload documents, here's a help article.
Next on the college's submission page, simply click on the Send button next to the document and the document will be on its way to the college!