Bulk send transcripts

userEducator Xello productXello 6-12 Time1 minute

Don’t worry if you have dozens, or even hundreds of transcripts requested to be sent. Xello can help you get all requested transcripts sent at once.

To bulk send transcripts:

  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 the number above Ready to send to open the list of requests ready to send.
    College Planning page open with Transcripts tile highlighted
    Click to enlarge
    College Planning page open with Transcripts tile highlighted
  3. From above the student list, click Filters to open all the filter options for this list.
    Transcripts page in Xello with Latests Requests tab open. The "All Requests" dropdown is open and "In-Network" is highlighted
    Click to enlarge
    Transcripts page in Xello with Latests Requests tab open. The "All Requests" dropdown is open and "In-Network" is highlighted
  4. From the filter options, next to Send by, select Parchment.
    Transcripts page in Xello with Latests Requests tab open. The "All Requests" dropdown is open and "In-Network" is highlighted
    Click to enlarge
    Transcripts page in Xello with Latests Requests tab open. The "All Requests" dropdown is open and "In-Network" is highlighted
    • This filters the requests list by those available in the Parchment network.
  5. Optionally, click More filters to open more options to filter by. For example, you could select the transcript type (i.e. mid-year vs final) that was imported, or that your students requested.
  6. Once you've selected all the filters you'd like to include, click Apply.
  7. The list of requests will be narrowed to the filters you chose. From the bottom of the screen, click Send all.
    Transcripts page in Xello with Latests Requests tab open. The "Send All" button at bottom of screen is highlighted
    Click to enlarge
    Transcripts page in Xello with Latests Requests tab open. The "Send All" button at bottom of screen is highlighted
    • A feedback bar at the top of the screen will confirm your bulk send.

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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
    PDFHow educators send requested transcripts

    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.

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

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

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    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 research, scholarships, and application tracking.

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