Bulk send letters of recommendation
userEducator Xello productXello 6-12 Time6 minutes

Recommendation letters are key application documents. When multiple students have letters written and ready to send by various educators, managing them all can be overwhelming. Use the bulk send option to quickly and efficiently send all ready recommendation letters within the Parchment network in one go.

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Bulk send recommendation letters

To focus on sending recommendation letters that are ready to send, narrow the list of All document requests. You can also apply further filters, such as only your requests, by specific educator, by grade, or college, among others.

To bulk send recommendation letters:

  1. From your educator account, under Features, click College and select Application manager.
    Educator account in Xello. In the left menu, Features is open. The College menu is also open and the cursor is selecting Application manager.
    Click to enlarge
    Educator account in Xello. In the left menu, Features is open. The College menu is also open and the cursor is selecting Application manager.
    • Or, from your dashboard, click the College applications banner.
  2. In the Document requests tile called Initial, click the number next to Letters of recommendation. This will open the list of incomplete document requests that include recommendation letters and teacher evaluations.
    College applications page in Xello. The tile called "Initial" is highlighted. The cursor is clicking the number next to Letters of recommendation
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    College applications page in Xello. The tile called "Initial" is highlighted. The cursor is clicking Transcripts to open the list of requests filtered by initial college application documents
  3. To send all the recommendation letters that are ready to send in this filtered list, click Bulk send.
    All document requests page in Xello. The cursor is clicking "Bulk send".
    Click to enlarge
    All document requests page in Xello. The cursor is clicking "Bulk send".
    noteNote: If there are no recommendation letters ready to send yet, a window will pop up letting you know that bulk send is unavailable because the documents aren't ready or they're being sent outside the Parchment network.
  4. In the Bulk send documents modal that opens, review the students with letters that are ready to send. You can view the name of the student, the college, and which documents are ready.
    All documents requests page with the Bulk send documents modal open. There are 4 letters of recommendation ready to send.
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    All documents requests page with the Bulk send documents modal open. There are 4 letters of recommendation ready to send.
    • If there are students you don't want to send recommendation letters for yet, you can deselect their name. Their recommendation letters will not send.
  5. When you're ready, click Send.
    • A banner will indicate if the documents were successfully sent.
      All document requests page in Xello. A banner saying "Done! You sent 24 documents through Parchment." is highlighted.
      Click to enlarge
      All document requests page in Xello. A banner saying "Done! You sent 24 documents through Parchment." is highlighted.
    • If there was an issue sending the documents, you'll get an error message letting you know how many documents were sent and how many did not send. You can export the error log to Excel or a CSV file. The log won't be available after the window is closed.

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Bulk send multiple documents for multiple students

When you have dozens, or even hundreds, of document requests ready to go, use this method to send documents for multiple students across multiple applications. This bulk send option includes all completed documents that are ready to send via Parchment, such as transcripts, fee waivers, and letters of recommendation.

To bulk send multiple documents for multiple students:

  1. From your educator account, under Features, click College and select Application manager.
    Educator account in Xello. In the left menu, Features is open. The College menu is also open and the cursor is selecting Application manager.
    Click to enlarge
    Educator account in Xello. In the left menu, Features is open. The College menu is also open and the cursor is selecting Application manager.
    • Or, from your dashboard, click the College applications banner.
  2. In the relevant Document requests tile (Initial, Mid-year, or Final), click View requests. This will open the list of incomplete document requests for that time.
    Transcripts page in Xello with Latests Requests tab open. The "All Requests" dropdown is open and "In-Network" is highlighted
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    Educator account in Xello, on the Application manager page. The three cards under "Document requests" are highlighted. The names of the cards are "Initial", "Mid-year", and "Final".
  3. To send all the requested documents within the Parchment Receive network, click Bulk send.
    All document requests page in Xello. The cursor is clicking "Bulk send".
    Click to enlarge
    All document requests page in Xello. The cursor is clicking "Bulk send".
  4. In the Bulk send documents modal that opens, review the documents that are ready to send. You can view the name of the student, the college, and the documents that will send.
    All document requests page in Xello with the Bulk send documents modal open. There are 7 documents ready to send through Parchment.
    Click to enlarge
    All document requests page in Xello with the Bulk send documents modal open. There are 7 documents ready to send through Parchment.
    • If there are students you don't want to send documents for yet, you can deselect their name. Their documents will not send.
  5. Once you've reviewed the documents, click Send.
    • A banner will indicate if the documents were successfully sent.
      All document requests page in Xello. A banner saying "Done! You sent 24 documents through Parchment." is highlighted.
      Click to enlarge
      All document requests page in Xello. A banner saying "Done! You sent 24 documents through Parchment." is highlighted.
    • If there was an issue sending the documents, you'll get an error message letting you know how many documents were sent and how many did not send. You can export the error log to Excel or a CSV file. The log won't be available after the window is closed.

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