To select users for a School Form, first create a School form in the area of the Software where the form will be used. For example, if an Admissions Manager create a School Form  in Enrollment Management then a Grading Manager in Academics will not see the Form 

(School Forms can be found in School Website, Enrollment Management, Academics and Extracurricular. School Forms would appear under the Content Menu.)


  1. Click Add Form (or click Edit if  editing an existing form, a form can only be edited if it is not tied to Recipients)
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  1. Select the preferred Form Type 
  2. Click Save & Edit Form 
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  1. Click the Recipients tab
  2. Click Add Recipients 
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  1. Select the preferred Role, Grade Level and School Year
  2. Select the preferred Group if Applicable 
  3. Click the Search Icon and select all or select individually the users that should be listed as recipients  
  4. Click Add Currently Selected
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  • If the form is for multiple grade levels, select all the users from one Level, Add the users to the form, and then go back and repeat steps 4-9