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Documents: the vault and the review queue

For registrars & admin staff · Updated September 30, 2026

How documents arrive, how to approve or reject them, the document-chase agent, and the enrollment gate.

WatchThe vault · 45 secYouTube

Every registration document across every student lives in Documents.

Two ways in

Staff upload from the student file; students upload through their portal. Either way, every file is hashed the moment it arrives.

Review a document

  1. Open Documents. The queue shows what is waiting on you.
  2. Click View to preview the file.
  3. Approve, or Reject with a reason. Rejections notify the student automatically.

The document-chase agent

Missing, rejected, or expiring documents are chased automatically: the student gets an email with their checklist and a portal link every three days, up to three times, then the case escalates to the registrar as an intervention.

See Documents in the demo school

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