• This feature uses data from your student/faculty information systems to auto-populate user fields.
  • When looking for a user (as a new administrator, reviewer, letter writer, etc.), you can type the first few letters and automatically find the person you’re looking for. 
  • If that person has multiple email addresses, those will be combined into a single record, making it easier for applicants and administrators to ensure emails get sent to the correct email address (i.e., the one that is associated with the user's Single Sign-On credentials).
  • Within the Form Designer Template, administrators can add User Lookup fields to allow applicants to search the directory for a specific person.
  • The feature also populates some fields within the Co-Applicants section.
  • If you’re interested in leveraging this integration capability please contact your Account Manager for details and pricing.

Example

Administrator view of Directory Look Up

Note: Identifying information has been blurred in the example above. When the feature is enabled, all data will show to all users.

Email Fields Integrated with DLU

LocationDescription
Requirements (application form)Adding pre-approvers (applicant-driven routing steps)
Requirements (application form)Adding co-applicant(s) - email address field
Requirements (application form)Reference letter requests
Requirements (application form)Add other email addresses for notifications section
Routing StepsDefault reviewer(s)
Application view - Accept or Returncc/bcc fields
Application view - ReviewersAssigning reviewers
Application view - ReviewersAssigning reviewers - cc/bcc fields
Application view - Awardcc/bcc fields
Application view - Rejectcc/bcc fields
Data GridBatch accept - cc/bcc fields
Data GridBatch return - cc/bcc fields
Data GridBatch assigning reviewers
Data GridBatch assigning reviewers - cc/bcc fields
Data GridBatch award - cc/bcc fields
Data GridBatch reject - cc/bcc fields
Manage view - ShareShare announcement to, cc, and bcc fields
Manage view - Submit by ProxyAdministrator submitting app by proxy
Admin- Configure PlatformAdding users
Finalize Conversion (LOI)Finalize conversion cc field