Student Onboarding & Enrollment**Purpose**
1.2. Automate document requests, student uploads, staff notifications, and integration with student information systems.
1.3. Ensure regulatory compliance and robust access control for sensitive identity and qualification documents.
1.4. Maintain a transparent audit trail for every student’s submission and approval status.
**Trigger Conditions**
2.2. Payment of onboarding or enrollment fee.
2.3. Manual staff action triggering the process for data completion.
2.4. API call from external lead intake source or CRM.
2.5. Scheduled batch process for incomplete document submissions.
**Platform Variants**
3.1. Microsoft Forms
- Feature/Setting: Automated form collection; set up webhook on form submission to capture response data.
3.2. Google Forms
- Feature/Setting: Form submission trigger in Apps Script; connect to Google Drive/Sheets API for auto-upload and storage.
3.3. DocuSign
- Feature/Setting: Use "Envelope Sent/Completed" webhook for capturing signed PDFs; route to specified cloud folder.
3.4. Dropbox
- Feature/Setting: Enable "File Request" for student uploads; use "File Uploaded" webhook/API for downstream automation.
3.5. Box
- Feature/Setting: Shared folder uploads; configure "Box Event Trigger" on file addition for workflow initiation.
3.6. OneDrive
- Feature/Setting: File upload notification via Microsoft Graph API; assign permissions programmatically per student.
3.7. AWS S3
- Feature/Setting: Pre-signed URL generation for temporary document upload; use S3 PutObject event lambda for automation.
3.8. Google Drive
- Feature/Setting: Auto folder creation using Drive API; set upload folder and update permissions per submission.
3.9. JotForm
- Feature/Setting: Submission webhook to export documents and data, then route to storage system.
3.10. Typeform
- Feature/Setting: Response webhook for document uploads; send files to cloud storage through API call.
3.11. Airtable
- Feature/Setting: Form view for uploads; use incoming attachment trigger to store files and sync with database.
3.12. Zoho Forms
- Feature/Setting: Document upload block; automate file sync to Zoho WorkDrive or external storage.
3.13. Slack
- Feature/Setting: Custom slash command for secure upload; configure bot to move files to designated storage.
3.14. Monday.com
- Feature/Setting: Item form fields for attachment; set up automation for file storage on cloud or internal folder.
3.15. Salesforce
- Feature/Setting: Web-to-Lead or Community portal with file upload; trigger Flow or Apex to transfer files.
3.16. HubSpot
- Feature/Setting: Form file upload property on Contact record; use workflow to route files to storage.
3.17. PandaDoc
- Feature/Setting: Document complete event; export signed uploads via API and save in secure folder.
3.18. Smartsheet
- Feature/Setting: Row attachment on intake sheet; upload triggers API sync to backup drive.
3.19. Notion
- Feature/Setting: Database file property; use API to collect and store documents per student.
3.20. SharePoint
- Feature/Setting: Document library folder per student; use Microsoft Power Automate for file routing and notification.
3.21. Adobe Sign
- Feature/Setting: Signed document callback; integration uploads files to student record archive.
3.22. Trello
- Feature/Setting: Card attachment upload; trigger webhook to "Student Documents" board and sync with storage.
3.23. Slack
- Feature/Setting: File upload to specified channel triggers automation to move files to document archive.
3.24. Intercom
- Feature/Setting: Secure file collection via messenger app; automate upload into encrypted company repository.
3.25. ClickUp
- Feature/Setting: Attachments to tasks trigger API call for archival in central drive tied to student profile.
**Benefits**
4.2. Boosts compliance and document traceability.
4.3. Centralizes access and ensures consistent records.
4.4. Increases data security and minimizes risk of loss.
4.5. Improves student and staff satisfaction through frictionless onboarding.