Student Document Packets let Employer Admins create polished, share-ready packets for interviewers and other recipients directly in Flo. Instead of downloading student documents and combining PDFs manually, you can select students, customize the packet, and have Flo assemble it 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 Employer Admins create document packets?
Where you create the packet | What you can include |
Matched Schedules | 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 | 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 | Create a packet from the selected applications and available student documents. Schedule options aren't included. |
Interviewer Table | Include the schedule timezone, interviewer schedule, and sort students in schedule order. Available documents follow your Interview Management document visibility settings set by the event organizer. |
Create a document packet
Navigate to a supported table in an Interview Management event.
Select the students, 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.
Flo will generate the packet and email each recipient a secure link when it's ready.
Note: 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 schedules when available.
Send the finished packet to multiple recipients.
The available options automatically adjust based on the workflow 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 they're supported by the workflow and relevant schedule information is available. For example, they aren't shown for Document Collect jobs.
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, schedule information, and applicable document visibility rules.
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.