Before you start
- The student has a consultation on the desk.
How it works
CompanyFlowHQ1Sets each document: missing, received, checked
2Asks for the missing ones on the client portal
3Uploads them on the portal
4Opens them and marks Checked
How it works, step by step
- Consultant → CompanyFlowHQ: Sets each document: missing, received, checked
- CompanyFlowHQ → Student: Asks for the missing ones on the client portal
- Student → CompanyFlowHQ: Uploads them on the portal
- Consultant → CompanyFlowHQ: Opens them and marks Checked
The steps at a glance
1In the menu on the left, tap Consultation desk. On a phone, tap the ☰ menu button at the top first.
2On the card, tap Show details. Find Documents. It says how many are done.
3For each document, pick Missing, Requested, Received or Checked.
Use Checked only after you've looked at it properly.
4Tap the button that asks for the missing documents on the portal. The student uploads them there.
5Uploads show On the client portal under the document. Open them, then set Checked.
✅ How do I know it worked?
- The count goes up, for example 6 of 6 documents.
⚠️ Common mistakes
ProblemThe student can't upload.FixThey aren't on the portal yet. Open their profile and invite them to the client portal.
