The Forms page is your central hub for creating, configuring, and managing enrollment forms that parents and guardians use to enroll their students. This page is designed for administrators managing Aeries Enroll Path.

From this page, you can:

• Create new enrollment forms using the Aeries Enrollment Template
• Build and customize forms using a drag-and-drop editor
• Configure enrollment windows by schools, grades, and programs
• Set up branding
• Preview forms before publishing
• Publish forms to make them available to families
• Manage translations for multilingual support, including AI-powered Auto Translate

To access this page, navigate to Enrollment Setup > Forms in the left sidebar.

Table of Contents ↑

Prerequisites
Forms List View
Creating a New Form
Edit Form
Enrollment Template
Form Settings
Publishing a Form
Form Translations
Form Preview
Best Practices

Prerequisites ↑

To access the Forms page, you must have the Administrator security role assigned to your account.

Forms List View ↑

The Forms page displays all your enrollment forms in either list or grid format. Use the toggle in the top-right corner to switch between views.

A dismissible promotional banner at the top of the page summarizes the page's capabilities. You can close it with the X icon in its top-right corner.

All Forms and Archived Tabs

Two tabs appear below the search and filter controls:

• All Forms - Shows every form that has not been archived, including Draft and Published forms.
• Archived - Shows only archived forms. Use this tab to retrieve historical records.

Form Information Displayed

Each form card or row shows:

• Title - The form title
• Status - Draft or Published
• School Year - Academic year the form applies to
• Sections - Number of form sections
• Windows - Number of enrollment windows configured
• Last Updated - Most recent modification date

Form Status Definitions

• Draft - Form is being built or edited and is not visible to parents
• Published - Form is live and accessible to parents (requires at least one active window)
• Archived - Form is no longer active but preserved for records. Archived forms appear under the Archived tab.

Filter and Sort Options

Use these tools to find and organize forms:

• Search - Find forms by name
• Status Filter - Show only Draft, Published or Archived forms (depending on the tab selected)
• School Year Filter - Display forms for specific academic years
• Column Sorting - Click any column header to sort (list view only)

Form Actions

The 3-dot (ellipsis) menu on each form lists actions that depend on whether the form is active (Draft/Published) or Archived.

Available for active forms (Draft or Published) on the All Forms tab:

• Preview - See how the form looks to parents
• Duplicate - Create a copy of the form with all fields, settings, and translations
• Edit - Open the form builder
• Settings - Configure windows and branding
• Translations - Manage multi-language content
• Archive - Preserve the form but make it inaccessible to guardians. Archived forms move to the Archived tab.

Available for archived forms on the Archived tab:

• Preview - See how the archived form looked to parents
• Settings - Configure windows and branding
• Unarchive - Restore the form to Draft status and move it back to the All Forms tab
• Delete - Permanently deletes the form and all associated artifacts

Creating a New Form ↑

To create a new form, click the Add Form button in the top-right corner of the Forms page. This launches a guided wizard with four steps.

Step 1: Select Form

Click the Enrollment Template card to select it (a checkmark appears), then click Next. The Enrollment Template is pre-configured with all standard sections and is recommended for standard enrollment workflows.

Step 2: Form Details

Enter the basic information for your form:

• Title - Give your form a clear name (for example, 2026-2027 Enrollment Form).
• Description - Optional brief description (up to 500 characters; a character counter shows your remaining count).
• School Year - Select the academic year this form applies to.

A blue info banner inside the step confirms: Using Enrollment Template - all standard sections will be pre-loaded.

Step 3: Form Window

A Form Window controls when and where your form is available to parents. Choose one of two options:

Skip for now

• Configure windows later in Form Settings
• A form cannot be published until at least one window is configured

Add Enrollment Window

Select this option to configure the window now:

• Window Name - A name to identify this window (for example, Spring Enrollment 2026)
• Start Date / End Date - The date range when parents can access and submit the form
• Schools - Which schools this window applies to (use Select All or choose individually)
• Target Programs - Optional filter by specific programs offered at selected schools
• Target Grade - Which grade levels can enroll through this window
• Pre-K/TK Birthday Requirements - If Pre-K or TK grades are selected, specify age eligibility dates using the calculator icon

Step 4: Review and Create

Review all your selections before creating the form:

• Form template (Enrollment Template)
• Title, description, and school year
• Window configuration (if added)

Click Save and Continue to finish. The form opens in Edit mode automatically and is ready for editing.

Edit Form ↑

The Edit Form page provides a comprehensive interface for building and customizing your enrollment forms using a drag-and-drop editor.

To open Edit Form, locate the form on the Forms page, click the 3-dot (ellipsis) menu, and select Edit. New forms also open in Edit mode automatically after you finish the creation wizard.

Page Header Elements

Form Builder Layout

Left Panel - Field Palette (collapsible)

• Contains all available field types to drag onto the form
• Scrollable list with field icons and descriptions
• Collapse to maximize workspace

Center - Section List

• Displays the form structure, including sections and their fields
• Drag-and-drop interface for reordering
• Expandable/collapsible sections

Top Bar

• Editable form title
• Editable form description
• School Year dropdown (disabled if the form has been published)
• Add Section - Add a section to the form
• Settings - Opens the settings window to configure certain details about the form

Available Field Types

Working with Sections

• Toggle section visibility on or off using the switch
• Reorder sections by dragging or using the up and down arrows
• Expand or collapse sections to show or hide fields from view
• Edit section title and description inline
• Add new sections using the Add Section button

Working with Fields

• Drag fields from the palette into any section
• Click a field to open its properties panel, where you can configure the label, required status, and tooltip
• Reorder fields within a section by dragging
• Delete fields with the trash icon

Conditional Questions

Conditional questions allow certain fields to appear or hide based on a parent's response to a previous question. This keeps forms concise by showing only the questions relevant to each family's situation.

When a supported field is selected, a Conditional Questions toggle appears in the field's properties panel. Enabling it lets you specify a trigger response — the answer that reveals one or more follow-up questions directly beneath it. You can add an unlimited number of follow-up questions to a single trigger response, but follow-up questions cannot themselves trigger additional questions (one level only).

Field Type Compatibility: Not all field types can serve as condition triggers or conditional children. The table below shows which field types support conditional logic:

To configure a conditional question:

1. Click the field you want to serve as the trigger.
2. In the properties panel, enable the Conditional Questions toggle.
3. Select the trigger response — the specific answer that will reveal the follow-up questions.
4. Add one or more follow-up questions beneath the original. There is no limit to how many you can add.
5. Preview the form to verify the follow-up questions appear and behave as expected.

Enrollment Template ↑

Pre-configured with 15 standard sections. Recommended for standard enrollment workflows. Five sections are locked (core and unremovable); the rest are customizable.

Sections

1. Welcome - Static introductory text. This section is locked.
2. Student Information - Core demographics, contact information, residential and mailing addresses, race/ethnicity, and a conditional Home Language Survey. This section is locked.
3. Enrollment Information - Includes the school year and a hierarchical school selection tool.
4. Guardian Information - Primary guardian details, including contact information, portal access options, addresses, and employment information.
5. Emergency Contacts - Non-guardian emergency contacts. Fields are similar to those in the Guardian Information section.
6. Restrained Individual - Conditional section used to record individuals who are legally restricted.
7. Local Physician Information - Optional section for entering physician or clinic contact information.
8. Health & Immunizations - Medical conditions, comments, and basic immunization information.
9. Other District Enrollments (History) - Up to four previous school records, including enrollment dates, grades, special program indicators, and district details.
10. Authorizations - Required Yes/No consent questions (for example, internet use, photo/media permission, transcript release, surveys).
11. Documents - File upload placeholders, such as proof of residency.
12. Supplemental Questions - District-defined custom questions.
13. Residency Survey - Federal McKinney-Vento homeless status question, with optional additional child information.
14. Family Military Survey - Identifies students from active-duty military families.
15. Foster Survey - Indicates foster care status.

Pre-Filled Information

When using the Enrollment Template, the following sections are automatically pre-filled with existing student data.

Student Information fields pre-filled:

• First Name
• Last Name
• Date of Birth
• Grade
• Address
• Birth Country (defaults to United States) — if changed, this triggers the Home Language Survey

Enrollment Information fields pre-filled:

• Grade

Guardian Information & Emergency Contacts:

• If Address is the same as the student is selected, the guardian and/or emergency contact address is pre-filled with the student's address

Using a Previously Enrolled Student

When a guardian selects Use a previously enrolled student while adding a new student, the following sections are pre-filled with shared information from the selected student:

• Guardian Information
• Emergency Contacts
• Restrained Individual
• Local Physician Information
• Authorizations

Form Settings ↑

To access Form Settings, either:

• From the Forms page, locate the form, click the 3-dot (ellipsis) menu, and select Settings.
• While editing a form, click the Settings button in the top bar of the form builder.

School Year

Select the academic year this form applies to. The school year field is disabled once a form is published.

Form Windows

Enrollment windows define when and for whom the form is available. Each window includes:

• Window Name - Descriptive title (for example, Main Enrollment Window)
• Date Range - Start and end dates when parents can access the form
• Schools - Which schools the window applies to (Select All available)
• Target Grades - Pre-K through 12th grade
• Target Programs - Optional program-based filtering
• Age Restrictions - Set birthday requirements for Pre-K and TK

Branding and Contact

Choose what information displays to parents for each element:

• Logo - District / School / Hide
• Phone - District / School / Hide
• Address - District / School / Hide

Publishing a Form ↑

Requirements to Publish

• At least one form window must be configured
• The window must have valid dates, assigned schools, and target grades

How to Publish

1. Click the Publish button in Edit Mode of the form.
2. The system validates window requirements.
3. If valid, the form becomes immediately available to parents.

After Publishing

• The form appears in the parent portal for eligible families during any active window
• The form's status changes to Published

Unpublishing

• Can be done from Form Settings
• Removes parent access immediately
• Preserves all form data and configuration

Form Translations ↑

To access translations, locate the form on the Forms page, click the 3-dot (ellipsis) menu at the end of its row (or card, in grid view), and select Translations.

Supported Languages

Form Translations supports the following seven languages. English is the default. Your district administrator controls which of these are enabled for your tenant — only the enabled languages appear in the language selector inside the Translations dialog.

What Can Be Translated

• Section titles and descriptions
• Field labels, descriptions (tooltips), and placeholders
• Dropdown and checkbox options
• Survey group content

Translation Features

• Manual translation input
• Translation progress tracking per language — this does not need to reach 100%; it is simply a reference to confirm all fields and answer options have been addressed
• Preview translations before saving
• Right-to-left support for Arabic
• AI-powered Auto Translate action (see below)

Auto Translate

The Auto Translate button uses AI to translate every untranslated field for the selected language in one action. This is useful for filling in a new language quickly so you can then review and fine-tune the results, rather than typing each translation by hand.

To use Auto Translate:

1. Open the Translations dialog for the form.
2. Select the language you want to translate into.
3. Click Auto Translate in the top-right of the dialog.
4. The button changes to Stop Translating while the AI works through each field. You can click it to stop early if needed.
5. When the translation completes, review each field for accuracy and click Save.

When translated content is presented (in the admin dialog and in the parent-facing form), an inline AI translation notice appears: Generated by AI. Be sure to check for accuracy.

Deleting a Language's Translations

To remove all translations for a language, click the trash icon next to the language selector and confirm in the Delete Translation? dialog. This permanently deletes every translation for that language; the original language content is not affected.

Form Preview ↑

To access Preview, either:

• From the Forms page, locate the form, click the 3-dot (ellipsis) menu, and select Preview.
• While editing a form, click the Preview button in the top bar of the form builder.

What You See

• An exact, interactive representation of how parents will see and experience the form
• All sections and fields rendered
• Branding elements displayed based on settings
• Multi-step navigation if applicable

Best Practices ↑

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