Student Email Confirmation of Successful Smart Form Submission

Owned by Heather Smith
Nov 11, 2021
2 min read

Overview

When ‘Student Experience: Smart Form Submitted Email’ is selected for the ‘Smart Form Submitted Email’ field in Institution Setup>Portal Tab>General tab>Communication Settings section, an email communication will generate and be sent to the student when a Smart Form document is successfully submitted in Student Experience, including resubmissions after edit. Specific “successfully submitted” triggers are as follows:

  1. Student e-signs document.

  2. Student opts out of e-signing the document. (Selects paper process option.)

  3. Parent e-signs the document.

  4. Parent opts out of e-signing the document. (Selects paper process option.)

Subject line of the email will be '(Document Name) Submitted’.

Confirmation Email Scenarios and Body Text

Confirmation Email Trigger

Email Body Text

Notes

Confirmation Email Trigger

Email Body Text

Notes

Document signature requirement= Only student signature required, AND student has e-signed the document.

“Dear ((Student First Name) (Student Last Name)): Your e-signed (Document Name) has been submitted successfully. Your Expected Family Contribution (EFC) for this year is (XXXXX)."

Last line of email will be hidden if either of the following conditions are met:

  1. Smart Form Type does not equal ‘Financial Aid Application’ or ‘Verification Worksheet’;

  2. EFC is not calculated.

Document Signature requirement= Only student signature required, AND student has opted out of e-signing the document.

“Dear ((Student First Name) (Student Last Name)): Your (Document Name) has been submitted but will not be finalized until we receive a copy of it with your signature. You have opted out of the e-sign process. Your next steps are to print and sign the document, then upload the signed document to your Documents portal or send via another approved method."

 

Document Signature requirement= Both student and parent signatures required, AND student has e-signed the document.

“Dear ((Student First Name) (Student Last Name)): You have successfully completed and e-signed your section of the (Document Name). Your next steps are to invite your parent to complete and e-sign the parent section of the document."

 

Document Signature requirement= Both student and parent signatures required, AND student has opted out of e-signing the document.

“Dear ((Student First Name) (Student Last Name)): You have completed your section of the (Document Name) and have opted out of the e-sign process. Your next steps are to have your parent complete the parent section, print out the full document, and then both you and your parent will sign the document and upload it to your Documents portal or send via another approved method."

 

Signature requirement= Both student and parent signatures required, AND parent has e-signed the document:

“Dear ((Student First Name) (Student Last Name)): Your parent has e-signed your (Document Name) and it has been successfully submitted. Your Expected Family Contribution (EFC) for this year is (XXXXX)."”

Last sentence of the email will be hidden if any of the following conditions are met:

  1. Smart Form Type does not equal ‘Financial Aid Application’ or ‘Verification Worksheet’;

  2. Student opted out of e-sign;

  3. EFC is not calculated.

Signature requirement= Both student and parent signatures required, AND parent has opted out of e-sign.

“Dear ((Student First Name) (Student Last Name)): Your parent opted out of the e-signature process. The (Document Name) has been submitted but will not be complete until we receive a copy of it with the necessary signature(s)."