For Colleges: Editing, Copying, and Deleting Document Requirements

Actions in this guide require the Application Manager role.

Application Requirements can be edited to add or remove document types from your requirements, copied to be used with the creation of additional requirement sets, or, deleted entirely.

All actions in this guide use the Application Round Manager tool. To access the Application Round Manager, click on the Application tab and select the Set Rounds option.



Due to the potential impact to active document batches, direct editing options are disabled for colleges and universities during the Application Season, beginning on August 1.

If you wish to make any change to your Document Settings during the Application Season, please contact Scoir Support at support@scoir.com for assistance.

In This Guide:



Editing Application Requirements

  1. To edit an existing set of Document Requirements, locate the Requirements you wish to edit, and click the Pencil edit icon within the Requirements tile.


  1. Complete any edits to your Document Requirements, then click Save to save your changes.



Duplicating Existing Requirements

Document Requirements can also be duplicated. If you are creating a new set of requirements for a different applicant type, but wish for the requirements themselves to be the same, or, are building new requirements with only one or two document changes, duplicating an existing document requirement set can make creating these additional requirements easier and faster.

  1. To duplicate an existing set of Document Requirements, locate the Requirements you wish to edit, and click the Copy icon within the Requirements tile.

  1. Enter a name for your duplicated set of requirements in the Requirements Name field. Then, make any changes to the requirements as needed.

  2. Once you have completed any new Document selections or changes, click the Create button to save your new Document Requirements.


Deleting Requirements

If your Requirements are currently associated with a deadline and round, you will not be able to delete your requirements until you have connected a different set of requirements to the affected rounds or removed those rounds entirely.
  1. To delete an existing set of Document Requirements, locate the Requirements you wish to edit, and click the Delete "trash can" icon within the Requirements tile.
  1. A confirmation window will appear. Click Confirm to finish deleting your Document Requirements.

How did we do?

Step 2: Creating an Application Deadline

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