Using the Submitted/Pending Applications Table

The Submitted/Pending Applications table is where to go when you want to filter for any of your applications in one location. Follow these steps to get started using this table.

Use the below articles for other specific instructions for the Submitted/Pending Applications table:

How to Download an Application from the Submitted/Pending Applications Table.

Deleting Applications from the Submitted/Pending Applications Table.

How to Change the Lead that an Application is Tied to

1. Go to Admissions/Leads > Online Applications > Submitted/Pending Applications. This table will show you all of the applications you have created. 
   
2. We recommend that you use the Filters to help narrow down what forms you are looking at. Click here to skip to filtering.
3. After you filter for the correct application(s), you have several options to use.
   
   
   • Preview (with links): This feature allows you to preview an unofficial copy of a single contract. Once you have previewed it, you have the option to Download an Official Copy (if available) or Download Unofficial Copy directly from this page.
   • Edit: This will take you to the Edit Application page.
   • Delete: Once you have selected the contract(s) you want to delete, simply click this button and they will be eliminated from the table.
   • Download
     
     • Download Official Copy (if available): By clicking this button you will be able to download the official copy of ONE Lead contract.
       Pro Tip! You will get an error message indicating this function is not available if an official copy cannot be found.
     • Download Zipped Official Copies (if available): This button allows you to download a zipped version of the Official Contract(s).
       ProTip! Look above for availability.
     • Download Unofficial Copy: Through this function, you can download in PDF format a copy of both the Unofficial Contract(s) and the Unofficial Summary(ries).
     • Edit: If you need to edit the select contract, select the Edit button, and scroll down to the bottom. There you will see each line item that makes up the contract. You will be able to update/delete wording, section, etc. 
       ProTip! You can only select ONE contract at a time to edit.
   • Lead
     • View Lead: This button gives you a snapshot view of the Lead, basic information on them, who the Lead is related to, and even answers they provided in the inquiry and application forms.
       ProTip! If need be, you can print this information directly from this page.
     • Edit Lead: This will take you to the edit Lead, you will be able to change their status, update their workflow, even revise the information provided in custom forms.
       ProTip! You will also be able to review the Inquiry & Application, the Contracts, Enrollment Information, Edit the email addresses, and or send drafts, even look at the Leads References. 
   • Impersonate Guardian: By selecting ONE Lead record and selecting this button you will be able to impersonate the person responsible for the contract. This will allow you to view the parent portal as they see it, including any applications, forms, or contract you have sent them.
   • Contact
     • Email Person Responsible
     • Email Guardians
     • Mail Merge
   • Other
     • Export Applications: When you need to export certain data from one or multiple applications, including lead or parent information, fee's collected, or any data being compiled from Custom Forms you can use this option. The date will be returned as an Excel File, which will easily let you see and manipulate said data.
       ProTip! You can choose as many or as few Datasources as you need depending on the data you want to export.
     • Change Lead: This option will allow you to change the lead that an application is tied to. This can be very helpful if you have duplicate leads and need to change which lead the application is tied to. 

   • Filters

     • Go to Filters and use the following filters. Keep in mind that all but the By Paid Status filter can be combined together. 
       
       
       • By Academic Year - filter for applications based on school year
       • By Program - filter for applications based on program
       • By Lead Enrollment Type - filter by initial enrollment leads or re-enrollment leads (this might not be used by your school if your re-enrollment students don't fill out applications)
       • By Multi-Part Form Status - whether the form is complete, incomplete, not started, or not completed
       • By Multi-Page Form - select the specific form you want
       • By Responsible Person - this will allow you to filter for forms that have been claimed or those that have not
       • By Paid Status (Completed MPF's Only) - this will allow you to look for forms that have been paid for or not (this filter cannot be combined with other filters)
       • By System Filters - use these filters to filter for agree to conditions, custom data, specific file uploads, and yes or no questions
       • You can use the sorting arrows to organize your columns too!