Send a transcript to the institution
userEducator Xello productXello 6-12 Time7 minutes

When a student sends a request to send their transcript, you can send it straight from your educator account in Xello. There are a few different ways to send a transcript or record it as having been sent, depending on whether the institution is in the Parchment Receiving network, or if the institution has provided a verified email. Additionally, to help your students track the progress of their transcript, you can record alternate delivery methods and add relevant notes.

In this article

Send a transcript through Parchment or verified email

If a transcript request is for a college within the Parchment Receive network, you'll be able to send the transcript straight to the institution from your educator account in Xello. Institutions that are in the Parchment Receive network are indicated in the Send by column as Parchment.

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For transcript requests that are not within the Parchment Receiving network but are still verified by the institution and Xello, you can send the transcript directly to the verified email from your educator account.

noteNote: The steps below are to send a transcript for a single student. You can also bulk send transcripts for multiple students at once. To learn how, check out Bulk send transcripts.

To send a student’s requested transcript to an institution:

  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 the number above Ready to send to open the list of requests ready to send.
    College Planning page open with Transcripts tile highlighted
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    College Planning page open with Transcripts tile highlighted
  3. Browse or use the search bar directly above the student list to locate the student whose transcript you wish to send.
    Transcripts page in Xello, the search bar is highlighted
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    Transcripts page in Xello, the search bar is highlighted
  4. From the far right of the student name, click the three dot icon and select Send transcript.
    Transcripts page in Xello. The three dot icon at the end of a student name is open and Send to Institution is highlighted
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    Transcripts page in Xello. The three dot icon at the end of a student name is open and Send to Institution is highlighted
    • To view the transcript before sending it, click View transcript.
    • A feedback bar at the top of the screen will confirm the transcript has been sent.

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Send a transcript by custom email

If the requested transcript is for an institution outside of Parchment's Receiving network, or doesn't have a verified email, you can still send the transcript to the admissions office via custom email.

To send a transcript by custom email: 

  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
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    College Planning page open with Transcripts tile highlighted
  3. Browse or use the search bar directly above the student list to locate the student whose transcript you wish to send.
    Transcripts page in Xello, the search bar is highlighted
    Click to enlarge
    Transcripts page in Xello, the search bar is highlighted
  4. From the far right of the student name, click the three dot icon and select Send transcript.
    Transcripts page in Xello. Cursor has selected a menu with the option to Send transcript
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    Transcripts page in Xello. Cursor has selected a menu with the option to Send transcript
  5. In the modal window that pops up, enter the email address where you'd like to send the transcript.
    Modal window called Send transcript by email. States that the institution has not provided a verified email address. There's a field to enter the email address.
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    Transcripts page in Xello. Cursor has selected a menu with the option to Send transcript
  6. Click Send.
    • A feedback bar at the top of the screen will confirm the transcript has been sent.

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Record a transcript as sent

If you're sending the transcript to the institution by a method other than through Parchment or email, you can record how and add a note. This is helpful for yourself, other educators, and the student to view the progress of the transcript.

Choose from the following delivery methods: 

  • Online application portal - e.g. Common App, Common Black College App, Coalition Application
  • College application system - e.g. CalState Apply, UC Application
  • Transcript service - e.g. National Student Clearinghouse, TRex, FASTER
  • Mail
  • In person
  • Other

To record a transcript as 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 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. Browse or use the search bar directly above the student list to locate the student whose transcript you wish to send.
    Transcripts page in Xello, the search bar is highlighted
    Click to enlarge
    Transcripts page in Xello, the search bar is highlighted
  4. From the far right of the student name, click the three dot icon and select Record as sent.
    Transcripts page in Xello. Cursor has selected a menu with the option to Record as sent.
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    Transcripts page in Xello. Cursor has selected a menu with the option to Record as sent.
  5. In the modal, add the date, how you sent the transcript, and any additional notes.
    Transcripts page in Xello. Cursor has selected a menu with the option to Record as sent.
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    Transcripts page in Xello. Cursor has selected a menu with the option to Record as sent.
  6. Click Save.
    • Other educators and the student will be able to see the 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.

    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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