Annie Cox

Document Collect and Preview Programs

For university admins setting up a preview program

Preview Program: Inviting Employers and Students

For university admins hosting a preview progam.

Preview Program: Reviewing, Approving, Editing, and Assigning Employer Schedules

For university admins hosting a preview program.

Preview Program: Reviewing and Editing Student Applications

Preview Program: Monitoring Decisions

For university admins hosting a preview program event.

Preview Program: The Scheduler

University Admins: Preview Program Post-Setup

For University Admins, the first step in setting up your preview program event.

Preview Program Setup, Step 1: Event Details

For University admins, creating a schedule for your preview program.

Preview Program Setup, Step 2: Building Your Schedule

For University admins creating a preview program.

Preview Program Setup, Step 3: Event Timeline

For university admins creating a preview program event.

Preview Program Setup, Step 4: Employer Settings

For university admins setting up a preview program.

Preview Program Setup, Step 5: Emails

University Admins: Preview Program Event Setup

For university admins hosting a Document Collect event

Document Collect Setup, Step 1: Event Details

For University Admins hosting document collect events

Document Collect Setup, Step 2: Event Schedule

For University Admins hosting Document collect events

Document Collect Setup, Step 3: Event Timeline

For University Admins hosting Document Collect events

Document Collect Setup, Step 4: Employer Settings

For University Admins hosting Document Collect events.

Document Collect Setup, Step 5: Emails

University Admin: Document Collect Event Setup

How University Admins can review and edit student documents for Document Collect events.

Document Collect: Reviewing and Editing Student Documents

How University Admins hosting Document Scheduling events can review, edit, and approve employer schedules.

Document Collect: Reviewing, Editing, and Approving Schedules

University Admin: Document Collect Post-Setup

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.