Student Enrollment & OnboardingPurpose
1.2. Enable digital submission, verification, and storage integrated with the school’s records.
1.3. Reduce manual handling, ensure compliance, and minimize delays/errors.
1.4. Send reminders and track outstanding documents in real time.
Trigger Conditions
2.2. Manual initiation by staff within CRM or SIS.
2.3. Student status changes to “pending required documents.”
2.4. Scheduled daily or hourly batch checks for students missing documents.
Platform Variants
• Feature/Setting: eSignature Workflow → Send envelope/request with ID and consent template.
3.2. Adobe Sign
• Feature/Setting: API → Agreements.create, webhook for form completion.
3.3. Jotform
• Feature/Setting: Pre-fill/assignable forms, API POST on submission.
3.4. Typeform
• Feature/Setting: Webhooks → Submission event, secure uploads enabled.
3.5. PandaDoc
• Feature/Setting: Document automation, recipient email via API, webhook on completion.
3.6. SignNow
• Feature/Setting: Create Document API, send for signature, form upload.
3.7. HelloSign
• Feature/Setting: Signature request send with file request enabled.
3.8. Formstack
• Feature/Setting: File uploads and conditional logic, submission webhook.
3.9. Google Forms
• Feature/Setting: File upload fields, Google Apps Script on submit.
3.10. Microsoft Forms
• Feature/Setting: File uploads, Power Automate trigger on submit.
3.11. Zoho Sign
• Feature/Setting: Send document API, status check webhook.
3.12. Salesforce
• Feature/Setting: Flow Builder with FormAssembly/DocuSign integration, trigger on lead/enrollment.
3.13. HubSpot
• Feature/Setting: Workflow automation with form link/send, contact property update on submit.
3.14. Smartsheet
• Feature/Setting: Attachments enabled via form, workflow alerts for missing files.
3.15. Airtable
• Feature/Setting: Form view with file attachments, automation on new submission.
3.16. Monday.com
• Feature/Setting: File upload column in forms, automation on item created.
3.17. Slack
• Feature/Setting: Workflow Builder to collect/documents trigger, secure file upload.
3.18. Trello
• Feature/Setting: Card attachments on list move/action, Butler automation for requests.
3.19. Dropbox Sign
• Feature/Setting: Create and send signature request via API.
3.20. Google Drive
• Feature/Setting: Request file drop via shared folder/form, API monitor for upload.
Benefits
4.2. Automated reminders reduce staff overhead and increase completion rates.
4.3. Digital audit trail ensures regulatory compliance and security.
4.4. Seamless integration into student onboarding, minimizing enrollment bottlenecks.
4.5. Centralized and easily accessible records for administrative use.