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 other recipients such as employers, the NCAA, scholarship providers, and other schools or institutions (including international schools or those not in Xello).

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. You can also send transcripts on behalf of 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, 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 and by default is ordered by most urgent.
    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 Send transcript.
    Transcripts page in Xello. The "Transcript options" dropdown is open and the cursor is selecting "Sent transcripts"
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    Transcripts page in Xello. The "Transcript options" dropdown is open and the cursor is selecting "Sent transcripts"
  5. 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.
  6.  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
  7. Select the institutions you wish to send a transcript to.
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    • 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.
  8. If you're sending the transcript to an organization, or individual, use the search 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
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    "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.
      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"
  9. 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
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    "Select recipients" page. Multiple institutions and recipients the transcripts will be sent to are shown listed
  10. If there are any recipients out of the Parchment network, or without a verified email, Add email or Record as sent.
    "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
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    "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
      tipTip: Check out Send a transcript to the institution to learn more about sending via custom email and recording a transcript 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.
  11. Click Done. A success page will summarize where the transcripts were sent.
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.

    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.

  • open bookXello Academy
    Xello AcademyManaging Transcripts through Xello

    In this course, you'll learn to import and view student transcripts; view and fulfill transcript requests; track their progress; and feel confident in helping students request transcripts in their college application journey.

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  • 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 research, scholarships, and application tracking.

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