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LSAC Unite
®
Support
Home
Training
Resource Library
Applications
Resolve a CAS Report Request Match Exception
Close an Application
Closing Applications and Archiving People at the End of a Cycle
Delete Application Data Elements
Deleting an Application from a Person Record
Application Documents
Add a Document to an Application
Document Assembly
Add a Document Assembly Job to Unite
Download Documents from a Document Assembly Job
Application Deferrals
Promote a Deferred Application
Application Records
Edit an Application Record
Application Verification
About Application Verification
Considerations for Application Verification Checklists
Verify an Application Using a Checklist
Set Up an Application Verification Checklist
Edit Completion Status Information for an Application
Unsubmitted Applications
About Unsubmitted Applications
Add or Update a Person Record from an Unsubmitted Application
Add an Application Fee Waiver for a Person with an Unsubmitted Application
Send an Email Message to a Person with an Unsubmitted Application
Applicant Status Online (ASO)
About Unite Applicant Status Online (ASO)
Configure Unite Applicant Status Online (ASO) Sections
Configure Unite Applicant Status Online (ASO) Targeted Messages
Configure Unite Applicant Status Online (ASO) Settings for the Header
Configure Unite Applicant Status Online (ASO) Profile Section
Configure Unite Applicant Status Online (ASO) Status Section
Configure Unite Applicant Status Online (ASO) Requirements Checklist Section
Configure Unite Applicant Status Online (ASO) Letters of Recommendation (LOR) Section
Configure Unite Applicant Status Online (ASO) Fees Section
Configure Unite Applicant Status Online (ASO) Mailings Section
Configure Unite Applicant Status Online (ASO) Transcripts Section
Configure Unite Applicant Status Online (ASO) Scholarship Section
Configure Unite Applicant Status Online (ASO) Footer Section
Delay the Appearance of the Admitted Applicant Requirements Checklist Section
Enabling Unite Interactive Applicant Status Online (ASO) Features
Override an Individual Checklist
Coupons and Fee Waivers
Check Whether a Person Redeemed an Application Fee Waiver
About Application Fee Waivers and Coupons
Coupons
Add a Coupon to Unite
Awarding Person-Specific LSAC Coupons
Void a Coupon
Export a List of Coupons
Generic Fee Waivers
Add a Generic Application Fee Waiver to Unite
Void a Generic Application Fee Waiver
Export a List of Generic Application Fee Waivers
Specific Fee Waivers
Add an Application Fee Waiver to a Person Record
Void an Application Fee Waiver for a Person
Decisions and Scholarships
Application Statuses
Select a Decision for an Open Application
Select a Decision for a Group of Open Applications
Evaluations
Open the Evaluation for an Application
Scholarships
Add a Scholarship to an Open Application
Add a Scholarship to a Group of Open Applications
Edit a Scholarship for an Open Application
Email Campaigns
Email, Segment and Customer Journey Tips
Customer Journeys
Add a Customer Journey to Unite
Set the Publish Status for an Active Customer Journey
Dynamic Segments
Add a Dynamic Segment to Unite
Static Segments
Add a Static Segment to Unite with a Query
Add a Static Segment to Unite with Person Names
Emails
Email Messages
About Email Messages
Add Applicant Level Dynamic Content to an Email Message
Add Dynamic Content to an Email Message
Add an Image to an Email Message
Add an Image to the Unite Image Gallery
Avoid Email Spam Filters
Design an Email Message
Deactivate an Email Record
Edit an Email Record
Send an Email Message
See a Sent Email Message
Email Records
About Email Records
About Email Statuses
Add an Email Record to Unite
Open an Email Record
Set the Publish Status for an Email Record
Events
Event Management
Deactivate an Event
Set the Publish Status for an Active Event
Event Records
Add a Non-Recurring Event to Unite
Add a Recurring Event to Unite
Add a Session to an Event
Edit Event Details
Update Migrated Event Records
Event Registration and Attendance
Invite a Person to Register for an Event
Cancel the Event Registration for a Person
Register a Person for an Event
Register a Person for an Event Session
See Who is Registered to Attend an Event
See Who is Registered to Attend an Event Session
See Who Attended an Event
Event Templates
Add an Event Template to Unite
Getting Started
Whats Changing
Group Edits
Batch Edits
Apply the Same Edits to a Group of Person Records
Add a Payment to a Group of Applications
Make the Same Edits to a Group of Applications
Update the Status for a Group of Applications
Inline Edits
Make Individual Edits to a Group of Applications
Make Individual Edits to a Group of Person Records
Saving Selections When Making Individual Edits to Groups of People or Applications
Imports and Queries
CRS Queries
Run a CRS Count Query
Run a CRS Data Query
Run a Pre-Forum CRS Query
Run a Post-Forum CRS Query
Import Jobs
About Import Jobs
Run a Custom Import Job
Run a Standard Import Job
Import Exceptions
Resolve an Exception
Import Templates
Add a Data Import Template to Unite
Edit a Data Import Template
Delete a Data Import Template
File Layouts
CRS Full Layout
CRS Mini Layout
JD Applicant Import File Layout
JD Applicant Import File Template
LLM Applicant Import File Layout
LLM Applicant Import File Template
Insights and Reports
About Field Options for Reports and Conditions
About Status Fields for Reports
Edit Fields for Reports and Report Conditions
Update Migrated Reports
Admissions Dashboard
About the Unite Homepage Dashboards
Email Analytics
View Details for Sent Email Messages
See Analytics for Emails Used in Customer Journeys
Export Reports
About Export Reports
Add an Export Report to Unite
Add a Report Condition to Unite
Schedule an Export Report
Grids
About Grids
About Grid Actions
Organize a Marketing Grid
About Grid Options
Organize an Admissions Grid
Add a Column to an Admissions Workflow Grid
Delete a Column from an Admissions Workflow Grid
About Grid Columns
Export Status History Information
Using Advanced Filters
Form Letters/Word Reports
Design and Upload a Mail Merge Document from a Word Report
Add a Word Report to Unite
About Word Reports
Copy and Add a Report to Unite
National Reports
About Commitment Overlap Reports
About National Reports
Run an ABA Application Feeder Schools Report
Run an Applicant Summary National Report
Views
About Views
Add a View to a Grid
Edit a View
Share a Marketing View
Delete a View from a Grid
People
Person Records
Add a Person Record to Unite
Edit Contact Information for a Person
Open a Person Record
Archive a Person Record
Set the Default View for Person and Application Records
Delete Person-Related Data Elements
Delete a Person’s Full Record
Person Profile Documents
Add a Document to a Person Record
Searches
About Person Searches
Perform a Person Search
Export Person Search Results
Reviews
Online Reviews
About Reviewer Recommendations
Review an Application Online
Submit a Recommendation on Behalf of Another Reviewer
Overview of Reviewer Tasks
Review Assignments
About Post Decision Reviews
Assigning and Monitoring Post Decision Reviews
Assign Application to a Standard Review Group
Reassign an Application for Review
Unassign Applications from Reviewers
Assign an Application to One or More Reviewers
Assign an Application for Additional Review
Notifying Reviewers that Files Have Been Assigned to Them
Overview of the Review Administration Process
System Administration
Groupings
About Groupings
Add a Grouping to Unite
Edit a Grouping
Deactivate a Grouping
Standard Review Groups
Add a Standard Review Group to Unite
Edit a Standard Review Group
Delete a Standard Review Group
Review Folders
About Review Folders
Add a Review Folder to Unite
Edit a Review Folder
User Accounts
About User Accounts
Add a User Account
Customize Permissions for a User Account
Reactivate a User Account
Deactivate a User Account
System Setup
Flex App
Add a Logo to a FlexApp
Add a Section to a FlexApp
Set up an Application Verification Checklist
Configure Attachments for a FlexApp
Configure CAS Settings for a JD FlexApp
Configure Data Suppression Settings for a FlexApp
Configure Dates for a FlexApp
Configure Fees and Signature Settings for a FlexApp
Configure Forms for a FlexApp
Configure LOR Settings for a FlexApp
Configure Main Settings for a JD FlexApp
Configure PDF Format Options for a FlexApp
Customize a Standard Section for a FlexApp
Edit a Section for a FlexApp
Reorder Sections for a FlexApp
Update General Instructions for a FlexApp
Delete a Section from a FlexApp
General System Settings
Configure CAS Data Flow Settings
Configure General Settings for Unite
Permissions
About Permissions for Applications and Reviews
About Permissions for People
About Permissions for Reporting
About Permissions for System Configuration
About Unite Permissions
About User Roles
About Starter User Roles
Add a User Role to Unite
Configure Permissions for a User Role
Edit a User Role
Stages, Statuses, and Substatuses
About Status History
About Stages, Statuses, and Substatuses
Add a Substatus to a Status
Edit a Status
UDFs and Fields
About Customizable Summaries on Records and Windows
Add an Email Adress to the Email Sender Address Field
Add a User-Defined Field to Unite
Add a Lookup Value to a Field
Customize the Application Summary on Application Records
Customize the Application Summary on the Application Verification Window
Customize the Evaluation Summary on the Reviewer Evaluation Window
Customize the Profile Summary Fields on Person Records
Considerations for Placing User-Defined Fields
Reference Materials
Self-Directed Learning
FAQs
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