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 for all students or you can do to any particular student's profile aswellby clicking on their name.

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

From all request you can toggle on to "My" to view only the request for you.

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

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

The Follow Ups page displays follow-up requests for students. It shows the student’s name, the university, the required document or action, the current status, and the due date.

This gives counselors a clear overview of what each student still needs to provide for a particular university and helps them track upcoming or overdue requirements.

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.

Document types and their available action buttons are displayed based on their configuration and availability. Only actions relevant to a particular document type are shown.

If a document type is expected to be visible but is not appearing, or if it appears incorrectly:

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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].