Video Library
Quick links
Screen recordings by topic
Full screen recordings (with audio) are embedded on the pages where staff perform each workflow.Student portal clips
Short looping walkthroughs. Muted, autoplay.Upload a document
Upload a document from the Documents page
Counselor portal clips
Approve a document
Approve a student document from the Review queue
Reject a document with feedback
Reject a document and send a reason to the student
Send a form request
Create and send a form request from Form Requests
Move an application status
Update application status on the Applications board
Open a student profile
Open a student profile from the Students list
Log an institution visit
Submit a site visit log with institution and GPS details
Front desk lead handoff to ERP
Open leads in IEC ERP from the portal handoff
Senior counselor team workload
Review team metrics and reassign students
Admin portal clips
Reset user onboarding
Reset onboarding from Access Management
Change a user role
Change a user's portal role
Branch admin user scope
Branch admin user management scope
Create a document template
Create a document checklist template
Review the document audit log
Filter and inspect document audit events
Configure document lifecycle settings
Save document lifecycle retention settings
Find a user in People Directory
Search People Directory and open a profile
Satellite manager user scope
Satellite manager scoped People Directory view
Manage applications workspace
Filter and update applications in the admin workspace