Document Name

Required

This is the name of the document configured in Regent to update or create based on the persistence logic.

Textbox

Scope

Required

This is the document scope associated with the document requirement to update or create.

Dropdown

• Student

• Federal Award Year

• Student and Reason

• Federal Award Year and Reason

Note: Payment Period and Academic Year scopes are not available options.

Default Status

Required

This is the status that the student's document requirement shall be is set to upon the completion of the smart form associated with this DRP configuration when the smart form Smart Form.

Although required, this status is only used when the Smart Form is not configured for electronic signatures.

Dropdown

• Static

• Velocity

Activity Log Entry Status

Required

This is the Activity Type for the
Activity Log Entry in Regent logging status changes and new document requirements.

Dropdown

Esigned Status

Required

This is the status that the student's document requirement shall be is set to upon the completion of the smart form associated with this DRP configuration when the smart form Smart Form.

Although required, this status is only used when the Smart Form is configured for electronic signatures.

Textbox

Condition Expression

Required

Any valid, Boolean expression. Answers to questions in the corresponding smart form can be accessed by wrapping the question code in curly braces. Logical operators, such as, AND (&&), and OR (||) may be used in combination with built-in expressions, such as, SnapUtility.EqualOfAny, and SnapUtility.ReasonEqualToAny. The SnapUtility.ReasonEqualToAny is a special function that can not be used in combination with other expressions and will perform the requested action on existing, student documents where the document reason matches any of the values provided to the function. If an expression did not evaluate to true or false, that means the expression is not valid and contains syntax errors. If the expression is invalid, persistence actions for this document requirement will be ignored.

Textbox

Create on No Match

Optional

If checked, the DRP document will be created create in REM even if the smart form document can not be found for the specified create statuses. The document will be created based on the "Attachment Type" field selection.

Checkbox

• Selected

• Unselected (Default)

For Transfer

Optional

This is a legacy setting and is no longer used.

Checkbox

• Selected

• Unselected (Default)

REM Linked Document

Optional

Used in combination with REM Linked Document flag, and If both are checked, documents persisted in REM will be transferred to the SNAP database.the DRP document

Checkbox

• Selected Unselected (Default)

• Unselected

Document Reason

Optional

Textbox

Update Statuses

Optional

The DRP student document requirement in REM, will have its status set to the default or esigned status if the smart form document status is in the list of updated statuses.

Available Statuses

Optional

The list of available document requirement statuses.

Create Statuses

Optional

When the current student document status matches a status in the list of create statuses, a new document is created.

Document Persistence Additional Information & Advanced Settings

File Name

Optional

This is a legacy setting and is no longer used.

Textbox

Template Name

Required

This is a legacy setting and is no longer used.

Textbox

Attachment Type

This is a legacy setting and is no longer used.

Dropdown

• Pdf Template

• FAFSA