TABLE OF CONTENTS

View Student Documents 


The Student "Name": Student Folders page on the Student Folders panel shows all student's documents.

All the documents are divided into student folders and are sorted alphabetically in each folder.


The Student Folders panel has the following columns:

  • Document - the document type name, the group it is linked to, description.
  • Info- the document information:
    • Uploaded by - the date of the upload and the user who uploaded the document
    • E-Sign Status - the current status of e-sign package signing process as well as the required signatures and the history that is displayed in a pop-up message by clicking the view info link
    • E-Sign Due Date - the date the e-sign package must be signed before
    • Audit Status - the status of the document audit (Need Review, Approved, Rejected, N/A). More information about this can be found in the Documents Audit article.
      Note: The N/A audit status is used when the status cannot be defined (e.g. for the e-sign package in the Processing status).


There are following actions available in the Actions drop-down menu at the document row:

  • Download Unsigned - download the unsigned e-sign package.
  • Download Signed - download the signed e-sign package.
  • Download Package with Signature Certificate  - download the signed e-sign package with Signature Certificate.
  • Review - go to the Student Folders: Documents Audit - Review page to audit the document.
  • Edit - edit document. 
  • Move to Trash - delete the document and move it to trash. More information about this can be found in the Deleting Documents article.


The following actions are available in the Actions drop-down menu under the Student Folders panel:

  • Add Document - add a new document for the student. 
  • Create E-Sign Package - create an e-sign package. More information about e-sign can be found in the E-Sign Guide.
  • Download Current (Group Name) - download the current documents (including documents added by users and generated by GEGI) in an active student group.
  • Download Current (Manual Selection of Groups) - download current documents (including documents added by users and generated by GEGI) for selected students group.
  • Download Selected - download the selected documents. More information about document downloading can be found in the Downloading Documents article.
  • View E-Sign Packages - go to the E-Sign Packages page where all student e-sign packages will be filtered out.
  • View Trash - go to the student's document trash. More information about this can be found in the Deleting Documents article.



Note: More information about the ability to download the currect documents in the following article: Student Folders: Added the ability to download the currect documents.


Add Documents


There are two ways to add a document for a student: either upload the document or create an e-sign package and add the document to the package.


To upload a document do the following:

  1. Click on the Add New Document item in the Actions drop-down menu under the Documents panel.
  2. Fill the required fields in the Add New Documentpop-up panel:
    • Type
    • Group - the group the document is related to. Only required for the documents that are related to a specific group (e.g. Enrollment Agreement).
    • Description - a comment for the document. The description should be unique across the documents with the same type and group.
    • Attached File - the uploaded file. This field is required. Documents without uploaded files cannot exist.
  3. Click the Add button:



If the document is to be signed using e-sign there is no need to add it for a student with the Add New Document button. You should create an e-sign package by clicking the Create E-Sign Package button and add all the required documents to this package. All the documents added to the e-sign package are shown on the Student Folders panel as well. 

Note: All actions applied to the documents that are part of an e-sign package (e.g. Move to Trash) are applied to all other documents in the package as well. You cannot change one document in the package without affecting the others.


More information about e-sign can be found in the E-Sign Guide.


The Student "Name": Student Folders page also shows a brief information about the required student documents that are missing or present at the Folders Audit panel. More information can be found in the Folders Audit article.