Bi-directional connection
Student data enters from iSAMS and the completed document returns to the student record.
Australian International School connected high-volume student agreement work to iSAMS so source data could populate agreements and completed records could return to the student file.
At AIS scale, staff needed more than a way to merge student data into documents. Signed PDFs and completion status also had to return to iSAMS without creating another manual filing queue.
Run a robust agreement process across a community of more than 2,400 students.
Avoid downloading and re-uploading completed PDFs to individual student records.
Keep iSAMS as the reliable source of truth for enrollment teams.
Zegal orchestrated the round trip: student data entered the agreement workflow from iSAMS, the document moved through completion, and the signed record and status returned to the appropriate student file.
Student data enters from iSAMS and the completed document returns to the student record.
Completion can update the relevant enrollment status instead of waiting for manual reconciliation.
Auto-refreshing Excel views give teams a current picture of agreement progress.
The same workflow supports new agreements, mid-year changes and fee updates.
The school reduced the administrative handoffs around agreement completion while preserving iSAMS as the operating record for its teams.
The ability to have the signed contract automatically appear in the student’s iSAMS file was a game changer for our records team.
Start with the systems, decisions and handoffs around it. We'll map the governed process and the evidence your teams need.