Send a transcript on behalf of a student

userEducator Xello productXello 6-12 Time4 minutes

From their account in Xello, your students can request a transcript be sent to institutions of their choice, or to the NCAA. Sometimes you might need to send a transcript for a student without them making the request.

In Xello, you can easily send transcripts on behalf of a student to their institution of choice, as well as other recipients such as employers, scholarship providers, and other schools or institutions (including international schools or those not in Xello).

You can also send transcripts for a student marked as "inactive" in Xello, such as alumni who need their transcript sent.

To send a transcript on behalf of a student:

  1. From your educator account, under Features, click College and select Document center.
    Educator account in Xello. In the left menu, Features is open. The College menu is also open and the cursor is selecting Document center.
    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 Document center.
  2. Click the Transcript options dropdown and select Send transcript.
    Document center page in Xello. The "Document options" dropdown is open and the cursor is selecting "Send transcripts"
    Click to enlarge
    Document center page in Xello. The "Document options" dropdown is open and the cursor is selecting "Send transcripts"
  3. Either scroll through the list, or search for the student by their name or ID. Toggle Show inactive students to include students that are marked as inactive in Xello.
  4.  Next to their name, click Select to open the Select recipients page.
    Cursor hovering over Select button to select a student to send a transcript on behalf of
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    Cursor hovering over Select button to select a student to send a transcript on behalf of
  5. Select the institutions and recipients you wish to send a transcript to.
    • If the student has saved schools, they'll show here.
      Click to enlarge
    • If the student has not saved any schools, use the search bar to find the institutions.
    • If you're sending the transcript to an organization, or individual, use the search bar to locate them, or click Add a new recipient.
      "Select recipients" page to send transcripts for a student. The "Add a new recipient" links are highlighted
      Click to enlarge
      "Select recipients" page to send transcripts for a student. The "Add a new recipient" links are highlighted
    • If you're adding new recipient, you'll need to fill out their name, the recipient type, their email (if applicable), and optional fields.
  6. You can add multiple institutions and recipients. They'll show at the bottom of the page. When you've picked all the recipients, click Next.
    "Select recipients" page. Multiple institutions and recipients the transcripts will be sent to are shown listed
    Click to enlarge
    "Select recipients" page. Multiple institutions and recipients the transcripts will be sent to are shown listed
  7. If there are any recipients out of the Parchment network, or without a verified email, click Add email or Record as sent to complete those actions.
    "Send transcripts" page. There are three recipients. Two are non-colleges. One has a caution icon with encouragement to add an email address or mark as sent
    Click to enlarge
    "Send transcripts" page. There are three recipients. Two are non-colleges. One has a caution icon with encouragement to add an email address or mark as sent
    • You can also choose to add a message. The recipient will be able to view the message in the email notification they'll receive after you send the transcript.
  8. Click Done. A success page will summarize where the transcripts were sent.


noteTip: A transcript can also be sent on behalf of a student from the Matched tab. Locate their name, click the three dot icon, and select Send document. Follow the prompts and the same steps as above.
Document center in Xello, on the Matched tab. In a student's row, the three-dot menu is open and Send document is being selected
Click to enlarge
Document center in Xello, on the Matched tab. In a student's row, the three-dot menu is open and Send document is being selected

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Additional resources

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