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Liaison

Document Collection

In this section, you can configure the types of documents you want to collect from applicants. Examples may include supplemental essays, financial aid statements, etc.

To configure, click the Collect Documents link on the App Gateway Editor page.

Create Introductory and Finishing Text

The text you include in the Activity Introduction displays to the applicant before they upload documents. You can use this space to describe how your program uses the information provided by the applicant and how to contact your admissions department.

The text you include in the Finishing Statement displays when the applicant completes the activity. You can use this space to explain the timeframes in which the admissions team reviews the information or any additional steps the applicant needs to complete.

See Content Formatting Tips below for additional guidance when completing this section.

  1. Enter a header/title for the Activity Introduction.
  2. In the next field, enter your introduction text.
  3. Enter a header/title for the Finishing Statement.
  4. In the next field, enter text that acknowledges the applicant successfully completed the activity.
  5. Click Save.
  6. Click Continue to move to the next section.

CAS App Gateway Editor Collect Documents Intro Text Dec 2025.png

Content Formatting Tips

  • Header text is limited to 200 characters.
  • Introduction and Finishing Statement text is limited to 1,500 characters.
  • Use the bold and italic options to format your text, as needed.
  • Underline only when using a hyperlink.
  • Use the bulleted list, numbered list, and indent options to structure your text.
  • Use the link icon to add links to websites or email addresses. Links open in a new browser window.

Create Document Collection Instructions

In this section, you can add instructions for uploading documents. Applicants can upload files up to 5 MB each. Accepted file formats include Microsoft Word (.doc and .docx), JPEG (.jpg and .jpeg), HEIC, HEIF, PNG, RTF, PDF, and TXT. Note the following:

  • The Activity Display Name defaults to Collect Documents. You can change the name, if desired.
  • The activity expiration defaults to 60 days, but you can adjust this setting in the Activity Expiration drop-down. The following options are available:
    • Default Expiration: use the default of 60 days from activation.
    • Number of Days from Activation: specify the number of days from activation that the activity will expire.
    • Calendar Date: enter a date on which the activity will expire.
    • Rolling: activity will not expire, and applicants can submit it on a rolling basis.
  • Expired activities are not visible to applicants.
  • You can opt to allow applicants to upload documents after the program’s deadline date.
  • Use the Applicant Instructions field to give additional details about the documents.

CAS App Gateway Editor Collect Documents Instructions Dec 2025.png

Add Documents

  1. Click + Document.
  2. Enter the document type (e.g., financial aid documents) and click Add. Note that only the first 15 characters will display in the Applicant Gateway Documents panel in WebAdMIT, so ensure that the name clearly identifies the document.
  3. Use the Request toggle next to the document type in the Documents section to define whether it is required.
    • Required documents have a green checkmark.
    • Optional documents have a gray x.
  4. Select the minimum number of documents of that type that the applicant must upload from the Min Required drop-down. For example, if you select 2 for a Personal Essay document type, applicants must upload two separate personal essays.
  5. Select the maximum number of documents of that type that applicants can upload from the Max Allowed drop-down. For example, if you select 5 for a Personal Essay document type, applicants can upload up to five separate personal essays.
  6. Add more document types, as needed.
  7. Click Save.

CAS App Gateway Editor Collect Documents Add Doc Type Dec 2025.png

Submit for Review

Visit the Submitting Activities for Review page to learn more about submitting your activities for review by the Client Support Specialist team.

 

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