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Document and letter operations

Move Documents from Submission to Verified, Actionable Admissions Context

Coordinate document requirements, review, verification and approved offer, admission and visa-related letter workflows.

Built for education Configurable automation Real-time operational visibility
LeadEx CRMEducation admissions platform AcquireCounselApplyAdmitAnalyse
Journey context connectedOne operating view

Interface illustration · actual configuration varies by institution

Connected operating context

Keep the right information beside the next action

A governed document-verification and letter-management workspace for application and admissions teams.

Document requirement sets

Configure approved document requirements by relevant journey context.

Review and verification

Track submission, reviewer ownership, findings and authorised status.

Letter templates

Use approved offer, admission and visa-related templates where configured.

Configured workflow

Move work through a visible, accountable flow

Each step can be configured around approved roles, data and operating rules.

  1. 01

    Request

    Present the approved requirement to the applicant.

  2. 02

    Review

    Validate the submitted document.

  3. 03

    Approve

    Record the authorised verification or letter decision.

  4. 04

    Release

    Share approved output through the configured journey.

Automation, governance and signals

Increase visibility without removing human control

Use approved automation and live operational context within the confirmed product scope.

01

Role-based review

Restrict verification and approval to authorised users.

02

Template governance

Keep approved content and variables controlled.

03

Complete context

Connect document status to application and admission progress.

Capability index

Core capabilities in Docs & Letter Management

Each capability is designed around education workflows, data context and team accountability.

01

Document requirement sets

Configure approved document requirements by relevant journey context.

02

Review and verification

Track submission, reviewer ownership, findings and authorised status.

03

Letter templates

Use approved offer, admission and visa-related templates where configured.

04

Controlled release

Apply role, approval and applicant-visibility rules before documents or letters are shared.

Frequently asked questions

What education teams ask about Docs & Letter Management

Clear answers for teams evaluating fit, workflow and configuration.

Can document requirements vary by programme?+

Yes. Approved requirement sets can reflect programme, applicant and journey context.

Which letters can be managed?+

Configured workflows can support approved offer, admission and visa-related letter templates and release controls.

Can every user verify documents?+

No. Verification, approval and release depend on assigned roles and permissions.

See it in your admissions context

Build a controlled document and letter workflow

Map document sets, reviewer roles, verification states, templates, approvals and release rules.