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Contracts in Profiles
(Re)enrollment managers can print an unsigned copy of a candidate’s/student’s contract from the Contracts menu in his/her onBoard profile. After a contract has been generated, you can print it from More Information. After the family has submitted the contract, (re)enrollment managers can also print a signed copy of the contract.
(Re)enrollment managers can put a hold on a candidate’s/student’s contract by checking the “Hold” checkbox in the Contracts menu in his/her onBoard profile. This will prevent the contract from being published to the family. managers can also select a hold type (Academic, Financial, or Other) from the “Hold Type” dropdown and/or enter a custom explanation for the hold in the “Hold Comment” field.
(Re)enrollment managers can enter a personalized message for a family in the “Special Contract Text” field in the Contracts menu in the candidate's/student's onBoard profile. This message will only appear on the contract if the Special Consideration Text block has been added to the contract.
To view/edit the contract information in a candidate’s/student’s profile:
From the persona menu, select onBoard.
Select Manage Contracts under Process.
Use the filter options to search for the candidate/student and select View.
Select Edit next to the user’s name.
In the Contracts menu, select Edit next to the appropriate contract.
Make the necessary changes and select Save.