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 creates 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 appear under the Content Menu.)


  1. Select Add Form (or select Settings if editing an existing form and skip to Step 4. A form can only be edited if there are no submissions)
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  1. Select the preferred Form Type 
  2. Select Save & Edit Form 
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  1. Select the Recipients tab
  2. Select Add Recipients 
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  1. Select the preferred Role, Grade Level, School Year, or Group where applicable. (The School Year filter is NOT applicable to the Parent role) 
  2. Select the Magnifying glass Icon (search) and use the Select All option or select individual users that should be listed as recipients  
  3. Select 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