Agreements - request receiver to upload a document field.

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Ben Poppy

• 26 September 2024 00:59

It would be great to be able to request the receiver of an agreement to be able to upload a document so that can be saved directly into the students portfolio. . 

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• Official comment

  

  Rikka Ly

  • 23 July 2026 05:11
  • Edited

  Hi Everyone,

  We’ve added a new feature that gives you the option to request additional documentation from a specific signee as part of signing an agreement. Once an upload is attached it can then be optionally attached to a Portfolio Type under a relevant contact.

  This update is included in our most recent release on the 22nd of July and is listed in our release notes, let us know what you think!

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  Chris Tandy

  • 26 September 2024 01:08

  This would be a really great tool for administration and sales support teams to gather missing evidence that students did not upload at time of enrolment, or where it is identified more criteria is needed specifically for government funding. 

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  Mark Gilmore

  • 26 September 2024 01:19

  Hi Ben

  Thanks for your feedback.

  Can you elaborate a bit more on the use-case you're trying to solve?

  We have some exciting things coming soon that we'll share more details about at aXcelerate day, but that's mainly going to focus on collecting information from learners.

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  Ben Poppy

  • 26 September 2024 01:26

  Hi Mark, 

  We are utilising the agreements feature in many ways, and love it. 

  An example of this suggestion could be: if a student's Medicare card has expired, we would like to send them an agreement with a field to upload their new Medicare card. Trying to eliminate sensitive documents being sent via email and then uploaded into the portfolio. 

   

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