Record a transcript sent out-of-network

userEducator Xello productXello 6-12 Time2 minutes

For institutions that are out-of-network and not by email, you have the option to record how the transcript was sent and the date it was sent. From their end in Xello, the student can view what date you sent the transcript to the institution and how you sent it. They'll also see any notes you add about the delivery.

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 record how a transcript was sent:

  1. From your educator account, click Features and select College Planning.
    Click to enlarge
    • Or, from your dashboard, click the College Planning card.
  2. Next to Transcripts, click Manage.
    College Planning page open with Transcripts tile highlighted
    Click to enlarge
    College Planning page open with Transcripts tile highlighted
  3. From the Requests tab, browse or use the search bar directly above the student list to locate the student whose transcript sent date you're recording.
  4. From the far right of the student name, click the three dot icon and select Record as sent.
    Transcripts page in Xello. Three dot menu next to student name is open with Add Date Sent by Mail highlighted
    Click to enlarge
    Transcripts page in Xello. Three dot menu next to student name is open with Add Date Sent by Mail highlighted
  5. From the calendar, select the date the transcript was sent.
    • The student will be able to view the date of the sent transcript from their account.
  6. From the dropdown, select the method you used to send the transcript.
  7. Add any important notes about the delivery, like a confirmation number. Students and other educators will able to read your note.

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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.

  • 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 information gathering, planning, and application tracking.