Manage transcript recipients

userEducator Xello productXello 6-12 Time2 minutes

Transcripts may need to be sent to places other than the college a student is applying to. This could include employers, the NCAA, scholarship providers, and other schools or institutions (including international schools or those not in Xello). Using the Transcripts feature in Xello, you can send a student’s transcript to one of these non-colleges.

When you send a transcript to a non-college, you’ll need to create a “recipient” to send the transcript to. This recipient information includes the name, the email address (when applicable), optional fields such as address, and the type of recipient. Types of recipients include:

  • Individual
  • Employer
  • NCAA
  • Scholarship provider
  • Another school or college
  • Other

Creating and managing recipients will help streamline the process when it’s time to send transcripts for students. Adding recipients can also be done at the same time as sending the transcript.

TipTip: To learn how to send a transcript to a non-college, check out Send a transcript on behalf of a student.

To manage and add transcript recipients:

  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. The first page you’ve landed on shows the list of latest Requests.
    Transcripts page in Xello. View Latest tab is open
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    Transcripts page in Xello. View Latest tab is open
  4. Click the Transcript options dropdown and select Manage recipients.
    Transcripts page in Xello. The Transcript options dropdown is open and the cursor is selecting "Manage recipients"
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    Transcripts page in Xello. The Transcript options dropdown is open and the cursor is selecting "Manage recipients"
  5. On the Manage recipients page you can do the following: 
    • Use the search bar to look for existing recipients.
    • Narrow the list by recipient type. Click the All recipients dropdown and choose a type.
      Manage recipients page. The "All recipients" dropdown is open showing "All recipients", "Individual", "Employer", "NCAA", "Scholarship provider", and "Another school or college"
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      Manage recipients page. The "All recipients" dropdown is open showing "All recipients", "Individual", "Employer", "NCAA", "Scholarship provider", and "Another school or college"
    • Click on a recipient name to view and edit their details.
  6. Click Add recipient to open the form and fill out the recipient type, name, email address (if applicable), and other optional information.
    Add recipient page. The "Recipient type" dropdown is open, showing some of the available types, including "Individual", "Employer", "NCAA"
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    Add recipient page. The "Recipient type" dropdown is open, showing some of the available types, including "Individual", "Employer", "NCAA"
  7. Click Save. A success banner will indicate the recipient was added.

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Additional resources

  • pdfPDF
    PDFAdmin quick guide on transcript request notifications

    One-pager quick guide on how to set educators up with email notifications for student transcript requests.

  • 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.

    English
    Spanish
  • pdfPDF
    PDFSend requested transcripts to institutions

    Use this quick guide to learn how to complete transcript requests from students, including how to import, send, and track the progress of the transcript.

  • webinarRecorded webinar
    Recorded webinarCollege 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 research, scholarships, and application tracking.

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