cDocs Profile - Documents Tab

Counselor can manage individual student's document on this tab!

Priscilla Ann avatar
Written by Priscilla Ann
Updated over a week ago

Documents in student's cDocs Profile

You can now manage all documents right from the student’s document manager. You are able to access the documents tab by clicking on the ‘Documents’ button beside the Submission tab button.

Managing Documents on the Documents Checklist

The document checklist below provides a summary view of all documents at a student level. The ‘blue’ checkmark indicates that the item has been completed/uploaded.

To prepare a document, or upload a document, click on the right slick icon and

you will see a window pop up. Follow the instructions to make the upload.

Switch between students

You can also easily switch between students or jump to a specific student who meets the same filter criteria as defined on the All Documents page, by clicking on the search button located at the top left corner. The same filters that are applied in the previous pages will also apply to the students in the dropdown menu. You can also click next to easily navigate to the next student.

Managing Documents on the Documents List

Once the upload is made, it will show up on the list below. The number of documents in each section is depicted in the number beside the document type. For example, in the screenshot below, there are 4 Initial documents and 5 Mid-Year documents.

You can also make changes to the counselor for the counselor documents, as well as change the type of transcript for the uploaded transcript. To do so, click on the field, and you will be able to see a search bar and dropdown for the changes.

Common App Sync and Recommender Management

On the right-hand side of the page, you will see a summary of the Common App Sync status for the student, as well as the list of recommenders.

When clicking into Recommenders, you can Add recommenders and search in the search bar. You are also able to move each recommender in order of priority.

For example, I have added Minerva McGonagall as a Recommender. I’ve also moved her to the top of the list by clicking on the icon to the left of the recommender and dragging it to the desired position.

Why is this important? If Auto-send Teacher Recs and Sending Mode is activated, recommendations will be sent in order of the teachers list. When enabled, Minerva’s LoR will be sent out first, and then Brooke’s, then Albus’ and Michelle’s last. If the limit of student recommendations is ‘3’ only Minerva, Brooke’s and Albus’ LoR will be sent.

Have a question you are unsure of or need more information for your specific needs? Please contact our support team via Chat or check out other resources at Cialfo!

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