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Create student onboarding record, tasks and files from form

Create student onboarding record, tasks and files from form

Your registration entries arrive unprocessed, scattering student details and stalling onboarding. It creates a student record, stores uploaded files, and opens review tasks so coordinators can act same day.

Create student onboarding record, tasks and files from form

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Overview

Unprocessed registrations create manual work and slow student onboarding for your program coordinators. This flow captures each submission into a single project record, attaches documents, adds the registrant to your mailing list, and opens review tasks so students can be onboarded the same day.

Create student onboarding record, tasks and files from form