Why Document checklist is important for Education Counselors?

Documents play a significant role in the visa application process. And for an education counselor, it is a tedious job to remember all the required documents to upload in every application stage. Also, when there are multiple workflows in the application process, document listing and uploading become a hassle. It is not an efficient way for how an education agency business should function. Hence, Agentcis is equipped with a Document Checklist feature for education counselors.

Document Checklist Feature

The document checklist feature lets you make mandatory files in each stage of the workflow. 

As every workflow needs documents from the clients, choosing the mandatory button lets you know what documents you need to submit. Therefore when you apply, you should always submit the given number of supporting documents. Without submitting the mandatory files, the system restricts the further procedure. 

With the document checklist feature, you can:

  • Know which documents are required for different stages of an application

You will be able to view all the documents needed during the different stages of an application through the system.

  • Never forget to upload any necessary documents

When certain documents are mandatory in your workflow, it will ensure that you do not miss a single document before progressing the application.

Other benefits of the Document Checklist feature

Create Document Types

You can create different document types such as passports, driving licenses, academic certificates, and so on. It will make sure that the education counselor will clearly understand which document to upload. 

Add Email Reminder

You can receive an email when you need to upload certain documents to the system through an automated email reminder. 

Allow Client To Upload Documents

You can also allow clients directly to upload documents from their devices through the client portal. It is a convenient way to access the Agentcis document system.

So are you ready to grow your education agency with Agentcis? Sign up for a 14-day free trial today!

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