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 the institutions of their choice.

Sometimes you might need to send a transcript for a student without them making the request. In Xello, you can easily send transcripts to institutions 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. 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. Toggle Show inactive students to include students that are marked as inactive in Xello.
    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.
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  6. If there are any institutions out of the Parchment network or without a verified email, add an email address to the institution, or record as sent.
  7. Click Send. A success message will show how many transcripts were successfully 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.

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    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.

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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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