What is the Submissions Tab?
The Submissions tab is primarily where you can track and manage all of your student's submissions. Upon clicking into the new Submissions tab, you will see a few items: a list of applications, a search bar, filters, and a snapshot of Common App and Parchment Status. You also have options to be linked to the configuration pages.
The Search function
You may utilize the search function to search for specific student submissions. The search can be done by Student Name, Student Email, and Student IDs.
The Filter Functions
In the new cDocs, filters are included underneath the search bar for your ease and convenience. Multiple filters can be applied at the same time. For now, here are a few type of filters that can be applied to the student submission list: filtering for Universities, Course/Majors, Rounds, Submission & Result filters, Delivery Method & Portal, by Deadline, Document Types, and more. When filters are applied, they show up under the filters section as a list to help you keep track. You will also see the number of filters applied under each filter type beside the title.
Search Filters
Search filters are filters that require you to search for a particular data set. These filters include Universities & Course/Major. To use this feature and to apply filters for ‘New York University’ and ‘Agnes Scott College’, simply type the name of the school in the filter’s search bar and select the university. You may apply more than one filter.
Checkbox Filters
Checkbox Filters require you to select the items that you would like to filter for. These include filters for Round, Submission Result, Delivery Method & Portal and Document Type. You may also apply more than one filter.
Range Filters
Range filters are filters that require you to define a specific range. For now, this applies to application deadlines. When clicking under Deadlines, you will need to select a ‘Created’ date, as well as a ‘Due’ date. A created date refers to when an application was moved to the application list by either a student or a counselor. Please note that applications that do not yet have due dates will not be populated.
More Filters
More filters is a section that will bring you to a pop-up that allows you to make selections for student attributes such as active status, Groups, Citizenships, Counselor, Common App Link Status, FERPA and financial aid. Filters with a checkbox will allow you to select all necessary information that you need, and filters with search fields allow you to search for filter criteria and apply it to your student’s submissions lists. You may also apply more than one filter for these filters.
Reset Filters
How do I reset a filter, you may ask? Simply click on the ‘x’ symbol next to the filter you would like to remove. Alternatively, you may also hit the ‘Reset’ button on the top right of the feature to remove all filters applied to the application lists.
Managing Data Views on the Submissions tab
You may manage the views by clicking on ‘Class of’ section to show data for which class you would like to view. In the screenshot below, click on the ‘Class of 2013’ to bring down a dropdown menu for all class years.
You may also change the types of columns you want to show by clicking on the window pane option to the right. You'll also be able to drag and drop the columns based on the order of how you'd want to see them by selecting the dotted icon to the left of the attribute.
Make changes directly on the Submissions tab!
You can now make changes directly on the student from the Submissions tab view. This is available for the following columns: Round, Deadline, Application Results, Student Decision. To make the changes, simply click on the item you would like to make changes to, and edit away!
Export and Upload documents on the Submissions tab
Click on the Export/ Upload buttons in order to make uploads and export data that is displayed on the screen.
When you click on Export, you will receive a .csv file that summarizes information stored on the Submissions tab.
When you click on Upload, you will be provided with the option to upload documents in bulk, as well as be linked to the Bulk Uploader in cDocs.
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!