Documents

Use the Documents page to: 

• Add or edit documents and document lists
• Delete a document
• Display the attached documents
• Print a letter that requests a transcript
• Upload and clear the attachments associated with student documents
• View and add documents for a student

You can also upload and display documents in Hyland's Perceptive Content or Hyland's OnBase.

From the Configuration tile, your institution can also configure Anthology Student to automatically assign documents (such as when a student enrolls in or transfers to a program version). Documents that are automatically assigned are also displayed.

The list is sorted alphabetically by document type. You can access the documents here according to the document policy set up in your organization.

The list shows the items for the selected module. For the Career Services module, you can also select a Placement.

The page shows the items for the program version for the current enrollment (if any). You can use the Program Version drop-down to change the program version or select All Program Versions.

Prerequisites

Authorizations:

• Common - Student - View

• Contact Manager - Student Document - View

Your institution must have selected Yes for Allow Additional Document Providers Select Yes to enable additional integrated document providers other than Perceptive. If you enable this feature, the Document Integration settings for Campuses in the Contact Manager and Admissions tiles are disabled. Select No if you only want to use the native Contact Manager functionality or use Perceptive under Document Integration settings for Campuses in the Contact Manager & Admissions tiles. option in Advanced Features for the system settings for Anthology Student. (Settings > System > Advanced Features)

Access

Students > select the student > Contact Manager > Documents

Columns

Documents tab

Added By The name or user ID of the person who added the person or item. Approved Date The date when the institution accepted the documents submitted by the student, or by persons and organizations connected with the student. If you are adding or assigning the document and you select a status of Approved, the date approved is automatically set to the current date. Award Year The financial aid award year associated with the record. Course The code and name of the course associated with the record. Some pages also indicate the course status (Active or Inactive). Date Added The date when the item or person was added or the status change was entered. Document Status The status of the document. The list contains the system-defined statuses of Requested - Required, Requested - Not Required, Approved, No Further Action, On File, Not Requested, Required, Received but Rejected, Sent, and Not Sent. Any additional items in the lists were defined by your organization. Document Type The type of document submitted to the institution. If you are configuring a document and you want to manage the attachments using Perceptive Content, you must select Receive/Incoming. Due Date The date when the item is due (such as a task, document, or message). For a new task, the default is today. If you are specifying the value, use the format MM/DD/YYYY or select Calendar and select the date.

Expiration Date The date when the item is no longer valid. If you are specifying the value, specify the value in the format MM/DD/YYYY or select the date. For student groups, the default is configured for the campus by your institution. Module The various categories that pertain to functional areas within an institution. For example, Academic Records, Financial Aid, and so on. If the list contains All, it includes all areas. Notes The Notes field allows the system to display text in a wrapped format, enabling users to read the full content without needing to open each record individually. The Notes field supports both wrapped and unwrapped text display controlled by the existing wrap/unwrap toggle. To add the Notes column, navigate to the column chooser and select "Notes". To perform Toggle Wrap, use grid settings and choose the Wrap Text option. The Notes field dynamically expands to display content up to 20 lines. Beyond this limit, a vertical scrollbar is provided to allow users to scroll through additional content. Placement The job placements for the specified student. Program Version The program version associated with the student or item. Received Date The date the institution received the document submitted by the student, or by persons and organizations connected with the student. It displays the date when the document was manually added from Anthology Student or Portal. If the document was manually added using Anthology Student, you cannot upload it again from Portal. If needed, you can add the document again so that it can be uploaded from Portal. Requested Date The date when the institution requested the documents submitted by the student, or by persons and organizations connected with the student. Third Party Integrated If Anthology Student is integrated with a third-party document management system (such as Hyland's OnBase), indicates if the document and attachment are in the third-party system. Yes indicates it is in the third-party system. No, indicates it is not.

Filters

For all areas, you can filter the list by Module. In addition, if you select:

• Career Services, the Placement list is displayed

• Financial Aid, the Award Year list is displayed

For the Career Services module, you can filter by Placement.

For the Financial Aid module, you can also filter by Award Year.

Date Fields for Financial Aid Documents

The Completion Date or ISIR Received Date field is displayed only for Financial Aid documents. It is the date on which all the financial aid documents for the award year have been approved. Anthology Student uses the date if you are using automated processes to approve disbursements to pay. The table shows how Anthology Student populates the field.

Existing Financial Aid Documents?	Status of the ISIR for the Academic Year	Title of the Field	How the Date is Populated
No	Matched	ISIR Received Date	The date the ISIR was received
	Not matched	Completion Date	If there is an academic year sequence where the packaging status does not require an ISIR, the start date of the most recent sequence. Otherwise it is blank.
Yes	Matched	Completion Date	If there are: Approved documents associated with the academic year, the date of the most recently approved document No approved documents associated with the academic year, but approved documents that are not associated, the date of the most recently approved document Otherwise, it is blank.
	Not matched

Access Audit History

A View Audit button has been added in the Documents grid enabling users to quickly access document audit history directly from the Documents grid without manually navigating to the Audit tile and applying filters.

View Audit is available only to authorized users and remains enabled when document records exist.