Send a transcript on behalf of a student

userEducator Xello productXello 6-12 Time4 minutes

While in Xello, your students can request a transcript be sent to the schools and institutions of their choice.

But sometimes you might need to send a transcript on behalf of a student without them making the request. In Xello you can easily send transcripts to multiple schools for a student. The process will differ slightly whether the institution is in-network or out-of-network.

FYIFYI: Transcript requests are labeled as either in-network or out-of-network. Not all institutions are set up on their end to receive transcripts digitally from the National Student Clearinghouse, these are listed as out-of-network. Institutions that are set up on their end to receive transcripts digitally are labeled as in-network.

To send a transcript on behalf of a student:

  1. From your educator account, click Features and select College Planning.
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    • Or, from your dashboard, click the College Planning card.
  2. Next to Transcripts, click Manage.
    College Planning page open with Transcripts tile highlighted
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    College Planning page open with Transcripts tile highlighted
  3. Click Send transcripts to open the student list with available transcripts.
    Transcripts page in Xello with the Latest Requests tab open. Cursor selecting Send Transcripts.
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  4. Either scroll through the list, or search for the student by their name or ID. From the right of their name, click Select to open the Select institutions 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
    • If the student has saved schools, they'll show here.
    • If the student has not saved any schools, use the search bar to find the institutions.
    • To view the transcript before sending it, under the Imported column, click View.
  5. Select the schools you wish to send a transcript to and from the bottom right of the screen, click Next.
  6. If an institution is out-of-network and you want to email the transcript, click Send by email and enter the school’s email address. To record how a transcript was sent other than email, click Record as sent and add in details for both you and your student to view.
  7. Confirm the list of choices and when ready, click Send. A success bar at the top of the page will show how many transcripts were successfully sent.
    • If there was an error in sending a transcript, click on the corresponding line and follow the prompts to try again.
noteNote: 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 transcript. Follow the prompts and the same steps as above.

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Additional resources

  • pdfPDF
    PDFStudent quick guide on transcripts

    Quick guide for students on how to request transcripts, create an application tracker and view the progress of their transcript request.

  • pdfPDF
    PDFEducator quick guide on transcripts

    Quick reference document on how educators fulfill student transcript requests in Xello.

  • pdfShort video
    Short videoPaying for college - student-facing video New

    Help students learn how to navigate their financial aid options. From applying for FAFSA to learning about scholarships, grants, work-study, and loans (also available in Spanish).

  • live webinarRecording
    RecordingCollege Planning Tools in Xello

    Learn how Xello’s suite of College Planning tools can help you empower your US college-bound students stay organized and on track with college information gathering, planning, and application tracking.

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