Overview of Doc Flow

  • In this article, we will show counselors and registrars how to track and send documents on SchooLinks

What is Doc Flow? 

The SchooLinks Doc Flow is where you can keep track of and send application materials, such as transcripts and letters of recommendation, for your students' college applications. 

Once the documents are uploaded, you'll be able to send them electronically.

If the college doesn't accept documents sent electronically, and your district has SchooLinks Managed Service, you can have SchooLinks mail the documents. Otherwise, you will have to print and mail the documents yourself. 

If a student is applying to college via Common App, you will upload their application materials on Common App. 

 

How do I access Doc Flow?

 To access Application Manager, hover over the Schools icon. 

Then click Application Manager. 

 

Then click Doc Flow. 

 

What does Blocked mean? 

From the Doc Flow Status Bar, click on the blocked button to see applications with HS requirements that have not been uploaded or added to an application. These are blocking the student from having all HS requirements for that application met.

Note: Unsent initial transcripts will not cause an application to be blocked.

You will then see a list of applications that are blocked. The list is organized by applications with the nearest due date.

If you hover over the bars on the Doc Flow Status bar graph, you can see how many blocked applications are due on what day.

In this example, the application with the nearest due date is Student A's application to the University of Dallas. This application is blocked because their counselor recommendation has not been uploaded.

Note: Even if an application is blocked, you can still send the initial transcript. To learn how to send application materials from the Blocked section, go to Sending Individual Application Materials.

If you want to view all the applications a student is tracking, click All Applications and you will be taken to the student's casefile.

To view the next blocked application with the nearest due date, click the Next button.

How do I see applications that have unsent documents?

From the Doc Flow Status Bar, click on the unsent button to see applications that have an uploaded initial transcript and are ready to be sent, or other documents that need to be sent (like counselor recommendations).

You will then see a list of applications that have unsent initial transcripts or other documents. The list is organized by applications with the nearest due date.

To learn how to send application materials from the Unsent section, go to Sending Transcripts & Other Application Materials.

If you hover over the bars on the Doc Flow Status bar graph, you can see how many applications with unsent initial transcripts are due on what day.

If you want to view all the applications a student is tracking, click All Applications and you will be taken to the student's casefile.

How do I view applications that have had all documents sent

From the Doc Flow Status Bar, click on the sent button to see applications that have an uploaded initial transcript and have been sent

Then you will be able to see all applications that have had all HS Requirements sent.


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