Student Document Packets let University Admins create polished, share-ready packets for employers, interviewers, and other recipients directly in Flo. Instead of downloading student documents individually, sorting them, and combining PDFs manually, you can select students and have Flo assemble the packet for you.
Depending on where you create the packet, it can include an interview schedule, table of contents, student cover pages, and supporting documents in the order you choose.
Where can University Admins create document packets?
Where you create the packet | Available to | What you can include |
Matched Schedules | Employer Admins, University Admins | Include the schedule timezone, interviewer schedule, and sort students in schedule order. Available documents follow your Interview Management document visibility settings. Schedule options aren't available for Document Collect jobs. |
Unmatched Bids | Employer Admins, University Admins | Create a packet from selected students and their available documents. Schedule options aren't included. Documents follow your Interview Management document visibility settings. |
Employer Application Review & Document Collect | Employer Admins, University Admins | Create a packet from the selected applications and available student documents. Schedule options aren't included. |
Interviewer Table | Employer Admins, University Admins, Interviewers | Include the schedule timezone, interviewer schedule, and sort students in schedule order. The interviewer's email address is automatically added as a recipient. Available documents follow your Interview Management document visibility settings in Step 5: Employer Settings. |
Student Bids | University Admins | If selected students have scheduled interviews, include the schedule timezone, interviewer schedule, and sort students in schedule order. Choose between one merged PDF or a ZIP containing one PDF per student. Schedule options aren't shown for Document Collect-only selections. Document visibility settings and the final schedule release date aren't applied from this entry point. |
Student & Alumni Directory | University Admins | Create a packet from the available documents uploaded to the selected students' profiles. This does not include job-specific supporting documents submitted for an interview program. Recruiting schedule options aren't included. |
Create a document packet
Navigate to a supported table in Interview Management or the Student & Alumni Directory.
Select the students, bids, applications, or interviewers you want to include. Note: You can select up to 100 students per document packet at this time.
Select Actions.
Select Document Packet.
Choose the content and formatting for your packet.
Add the recipients who should receive it.
Select Export Packet.
Note: This modal will show different items depending on access point.
Flo will generate the packet and email each recipient a secure link when it's ready.
Important: The existing Student Documents bulk export isn't changing. Document Packet is an additional export option for creating an organized, formatted PDF.
Customize your packet
Depending on where you create the packet, you can:
Add a title and optional subtitle.
Include a cover page and clickable table of contents.
Choose which student document types to include.
Reorder document types.
Sort students by schedule, last name, or randomized order.
Include interviewer or student schedules, depending on where the packet is created.
When creating a packet from the Student Bids table, you can include student schedules if interviews are scheduled for the selected students.
Send the finished packet to multiple recipients.
The available options automatically adjust based on the workflow, where the packet is created, and available schedule data.
What's included in the PDF?
Every packet follows the same general structure, with sections added or removed based on your selections:
Cover Page → Table of Contents → Schedule (when applicable) → Student Cover Page → Student Documents
The Student Cover Page provides a quick overview of key student information. Depending on the available information and workflow, it may include:
Individual interview schedule details, when applicable
Supporting documents included in the packet
Class year and graduation year
Office location preferences
Practice area preferences
Example:
For interview workflows, packets can include the interviewer's full schedule. Workflows without interviews omit schedule-specific content.
When creating packets for interviewers:
One interviewer: Flo generates one PDF.
Multiple interviewers: Flo generates a ZIP file containing one PDF for each interviewer.
Receive and share your packet
After Flo generates the packet, each recipient receives an email containing a secure link to view or download it. The link expires after 7 days. This makes it easy to share even large document packets without sending large email attachments.
Frequently asked questions
Does Document Packet replace the existing Student Documents export?
No. The existing Student Documents bulk export remains available. Document Packet is an additional option for creating a formatted, organized PDF.
Why don't I see schedule options?
Schedule options only appear when relevant schedule information is available. When creating a packet from the Student Bids table, schedule options will appear if at least one of the selected students is booked for an interview. Final schedules do not need to be released for schedule options to be available.
Why do the options change depending on where I create the packet?
This is expected. Flo adapts the available options based on the workflow, selected records, available schedule information, and applicable document visibility rules.
Can I create one packet per student?
Yes. From Student Bids, you can choose between a merged packet or a ZIP file containing an individual PDF packet for each selected student.
Can I control the order of students and documents?
Yes. Where supported, you can choose the student sort order and select and reorder the document types included in the packet.
Can I send a packet to multiple recipients?
Yes. You can add multiple recipients before exporting the packet.
How long is the packet available?
The secure link in the email expires 7 days after the packet is generated.