Optimised collaboration
Replace follow-up emails with clear approvals and shared records.
Education
Behind every student is a world of information. Bring it together, protect it, and give your people more time for what matters: education.
Connected records. Controlled access. A shared purpose.
FROM FIRST FORM TO LASTING RECORD
Follow an admissions file as it becomes a complete, protected institutional record.
Capture incoming forms and supporting documents, read their content with OCR, and classify them in the right student file.
Give admissions and authorised staff access to the documents they need, through a shared record and the tools they already use.
Route an enrolment agreement for approval and signature. Track its progress and return the signed document to its original file.
Apply your retention rules, protect the final record and make its history available to authorised records teams, years after graduation.
APP-2026-0142
Application for admission
Student
Program
Term
Documents
Alex Morgan
STU-2026-0142
Enrolment agreement
Alex Morgan
Student
Registrar
Institution
Transcript request · 2032
Retrieved from the archived record
HOW IT WORKS
An admission in one system, an invoice in another, a student file in a shared drive. With Constellio, every department adds to the same record at the right moment, and the record follows the student for life.
ACROSS YOUR INSTITUTION
Admissions, student services, finance and the archives work from the same records, each with access that fits its role.
Campus offices
Forms, transcripts and supporting documents are captured and classified in the applicant’s file as they arrive.
Admissions
Fall 2026 · applications
A. Morgan · Sciences
Transcripts received
J. Diallo · Arts
Reference letter missing
M. Chen · Engineering
Offer sent
Admission policy 2026
Current version
Read, not retyped
OCR reads each form and files it in the right applicant record.
Student services
Active student records
Enrolment agreement · A. Morgan
Signed April 18
Accommodation plan
Restricted to advisors
Course change request
Approved by the registrar
Attestation of enrolment
Generated on request
One record, the right people
Each team sees the part of the file its role requires.
Finance
Accounts receivable & payable
Tuition statement · Fall
Added to the student record
Lab equipment invoice
Matched to its order
Scholarship award letter
Signed
Annual budget
Adopted by the board
Approvals that follow your process
Every invoice reaches the right budget owner, with its evidence attached.
Records & archives
Retention schedule
Graduate records · 2020
Kept for transcript requests
Board minutes · 2025
Permanent
Applicant files · not admitted
Scheduled disposition
Transcript request · alumni
Retrieved and sent
A record for life
Retention and disposition follow your approved schedule, and every action is traced.
MADE FOR YOUR DAY-TO-DAY
One foundation for the work that keeps education moving.

Connect forms, correspondence and agreements in an organised student file, so authorised staff find what they need without chasing documents.

Capture supplier invoices, route them to the right budget owner and keep the supporting documents together for your finance team.

Keep hiring documents, signed contracts and staff records together, with access reserved for the people responsible for them.

Support your institution’s privacy practices with access controls, traceability and retention rules, and give teams tools for their Law 25 work.
UNDENIABLE SUCCESS
Give every department a clearer picture, with access that respects each person’s role, at a low initial investment and with rapid profitability.
Figure published by Constellio ↗Return on investment
Up to 270%Up to0%
Value returned compared with the initial investment, as published by Constellio.
Documents follow the school year
Illustrative. Your peaks depend on your calendar; the point is that capture keeps up when volumes spike.
Why institutions choose Constellio
Replace follow-up emails with clear approvals and shared records.
Set role-based permissions and keep a trace of document activity.
Bring scattered documents into one searchable, organised environment.
Apply retention and privacy practices, including your Law 25 work.
Organizations that run on Constellio
















YOUR CONNECTED TOOLKIT
Start with your institution’s priorities. Connect the products that make every document work harder for your teams.
Document capture
Turn incoming paper and digital documents into organised, searchable information.
In education
Admissions forms & supporting documents
Digital signatures
Move agreements forward with internal and external signatures, kept with the original record.
In education
Enrolment agreements & staff contracts
Document governance
Preserve essential records with retention rules, controlled access and traceability.
In education
Student records & institutional archives
Connected collaboration
Bring document management to the desktop, with a central place to organise content.
In education
Departmental & administrative files
Connect Microsoft 365, Teams and your desktop to a shared approach to document management.
QUESTIONS
What school boards, colleges and universities usually ask before a demo. If yours is not here, ask us directly.
Talk to a specialist
Constellio’s modular approach can support school service centres, school boards, colleges, CEGEPs and universities. Classification, permissions and workflows are configured around your institution’s structure and priorities.
Yes. Constellio integrates with Microsoft 365 to connect collaboration and document management in a familiar environment. Your implementation team can help define the integration and governance scope.
Yes. You can begin with a defined use case, such as admissions records or invoice approvals, and build from there.
Access management, traceability, retention and redaction help your teams put privacy practices into operation. Your institution defines the applicable policies; the software supports that work rather than establishing compliance on its own.
Constellio’s data migration and governance services can help assess your sources, organise a classification plan and prepare a phased transition, including physical records where needed.
YOUR NEXT CHAPTER
Let’s explore what a clearer, simpler document journey could look like for your institution.
Or write to contact@constellio.com. Open source at its core, hosted your way.
