Skip to main content

​
Document Templates

Document Templates let you create standard document types that counselors can assign to students — things like offer letter templates, visa checklists, or guidance documents.

​
Creating a template

  1. Go to Admin → Document Templates.
  2. Click + New Template.
  3. Fill in:
    • Template name — e.g., “UK Visa Document Checklist”
    • Category — Visa / Academic / Financial / General
    • Description — what this template is for
    • Content — use the rich-text editor to write the template content
    • Variables — insert placeholders like {{student_name}}, {{university}}, {{intake_date}} that are auto-filled when assigned to a student
  4. Click Save.

​
Using a template

From any student’s profile:
  1. Go to the Documents tab.
  2. Click + Request Document → From Template.
  3. Select the template.
  4. Review the auto-filled variables — adjust if needed.
  5. Click Send to Student.
The student receives a task with the template content and a request to upload the completed document.

​
Managing templates

  • Edit — click any template to edit its content. Changes apply to future uses only.
  • Duplicate — create a copy to build a variation.
  • Archive — hide a template without deleting (useful for seasonal or one-off templates).
  • Delete — permanently remove.

​
Available variables

VariableReplaced with
{{student_name}}Student’s full name
{{student_email}}Student’s email address
{{counselor_name}}Assigned counselor’s name
{{university}}University name (from most recent application)
{{programme}}Programme name
{{intake_date}}Application intake date
{{today_date}}Current date
{{iec_contact}}IEC main office contact