Overview – The packets tab is where you will have the ability to view student packets regardless of their status i.e., workflow or completion. You will have the ability to send invites, resend invites, cancel invitations, and other various actions set out in this guide.
Access – You will find the Student Manager page under tools > manage students. When the page loads it will look similarly to the image below. For this guide we want to ensure we are on the Packets tab. 
Action Items –
Started from Date – Allows you to filter by a start date.
Started to Date – If you put a start from date and a start to date, it will filter only packets with in those time periods.
Search – This is a free text box that allows you to search specific items or names.
Clear Button – When you click this symbol it will clear all selected filters to their default values.
Export Button – Will allow you to export details about Student packets including first name, last name, form group, etc. depending on what action you choose when clicking on the action.
Export all Rows – This will export every single row into an Excel file to download and view. The items included into this spreadsheet is last name, first name, email, form group, started date, school, grade, school year, number of completed forms, total forms, and status.
Export Selected Row – Will export just those that you have selected. It will provide the same information as “export all rows” but for individual students.
Add Student Invite - – This is how you will invite a student to fill out the appropriate paper work depending on the invitation you choose (Form Group). The invitation is digital and will go to the email address you provide. Below is the dialog box that will appear. 
Student Search – Allows you to search student contacts and autofill the info in the dialog box, if you select a student.
Unless you autofill, you may need to add all the qualifying information in order to connect the student later. Meaning make sure you complete all fields especially a good email address. This is where the invitation will be sent.
Form Group – You will choose from the drop down on what information you want sent out i.e., student registration, medical forms, etc.
Once you have completed all of the fields you can hit “invite” a link to fill out the paperwork will be sent via email (the one you provide).
Resend Invite – The button will be disabled unless you select student(s). Once the student(s) have been selected and you hit the button it will resend any invite that was previously submitted.
Select Student & Right Click – If you select a student and right click you will have a dialog box pop up with the following options; update email, cancel invitation, resend invitation(s), copy invitation link, and delete invitation.
Entry View – If you double click on one of the students on the left-hand side you will be able to view and edit the form on the right-hand side (see image). 
Allows you to know if the form group is in progress or not. There is also a drop-down arrow that will allow you to see what forms are completed, in progress, submitted, or not started (see image). You can also click on the form and it will take you to it.
At the bottom you will see green buttons. These buttons allow you to toggle between previous, current, and next form. This is student specific based off the one you selected. You will also see a save form button. You have the ability to change items on the form, in order for those changes to take you will have to save it.
Print Function – Top left there is a green Print drop down button. You can print current form or print all completed forms straight from the entry view.
Print View – Allows you to view the item prior to printing. However, you will have to double click on the item you want to view. In the top left of the print view, you will also have the ability to zoom in/out and fit image to width.
History View – Allows you to view the full history of the document from the time parents fill out the information to workflow to any edits that you may have occurred. It will give you details i.e., dates, action, details, and the name of the person you made the changes. In the top right you will see two green buttons. Export will allow you to export the history in an Excel format and print will allow you to print out these details.