Apply with Scoir
Applicant resources
For Students: How to Apply with Scoir
For Non Scoir High School/International/Transfer Students: How many recommendations do I need?
For Non Scoir High School/International/Transfer Students: Requesting letters of recommendation
For Non Scoir High School, International, and Transfer Students: Requesting transcripts, application documents, & letters of recommendation
Colleges resources
For Colleges: Scoir application integration checklist
For Colleges: Configuring your application
For Colleges: Application activation
For Colleges: Importing School Reference IDs
For Colleges: Testing your application
Recommender & supporter resources
Counselors
Getting started
For Counselors: Managing your account
Counselor Dashboard Overview
For Counselors/Teachers: Changing your email address
For Counselors: Creating a Demo Student Account
Using Scoir: A quick start guide for middle school counselors
Adding & managing students
For Counselors: Student roster overview
For Counselors: Add a new student
For Counselors: Student registration process
For Counselors: Labels overview
For Counselors: My student has a Scoir account but I can't see their data
For Counselors: Edit student profiles
For Counselors: Student transferring high schools
For Counselors: Removing students from Scoir
For Counselors: How to disenroll/delete students when using Clever
For Counselors: Recording scholarships and awards for students
Managing parents
For Counselors: Using the Parent Roster
For Counselors: Why can’t parents access surveys, scattergrams, forms, or other school data?
College & career planning
For Counselors: Viewing students’ career interests
For Counselors: PrinciplesYou character assessment overview
For Counselors: Searching and filtering colleges
For Counselors: Suggesting colleges
For Counselors: Add a college to a student's college list
For Counselors: Manage colleges on behalf of a student
For Counselors: View a student's college list in table format
For Counselors: Managing and using Scattergrams
For Counselors: Understanding List Scores
For Counselors: College Selectivity Levels & Student Match Levels overview
For Counselors: Using Predictive Chances
For Counselors: Setting Acceptance Likelihood
For Counselors: Set student outcomes and post-graduate plans
For Counselors: Discover Programs
For Counselors: Admission Intelligence FAQ
Document management
My Drive
For Counselors: Viewing your student's document storage (MyDrive)
For Counselors: Bulk add files & links to multiple My Drives
For Counselors: Adding a YouTube video to My Drive
Document preparation & uploading
For Counselors: Manage application materials
For Counselors: Secondary School Report (SSR) overview
For Counselors: Midyear Reports and Transcripts
For Counselors: Final Reports and Transcripts
For Counselors: Grade Reports (Individual)
For Counselors: Application fee waivers
For Counselors: Digitally signing Early Decision contracts
For Counselors: Completing second Early Decision sontract for the same student
For Counselors: Letters of recommendation
For Counselors: Add a counselor evaluation/recommendation
For Counselors: Viewing status of teacher recommendations
For Counselors: Uploading recommendations on behalf of an 'Other Recommender' outside of Scoir
For Counselors: Managing FERPA on behalf of a student
Understanding FERPA - Frequently asked questions
Document sending
For Counselors: Send application materials
For Counselors: Sending documents for individual students
For Counselors: Understanding what "Complete Packets Ready to Send" means
For Counselors: Understanding the "Needs Attention" document status
For Counselors: Cancel sent documents - the send docs "undo" button 😮
For Counselors: Resending an updated transcript after it was already sent
For Counselors: Why aren't documents appearing in the list to be sent to colleges?
Tracking & troubleshooting
Assignments & surveys
For Counselors: Using Plans
For Counselors: Create and assign Tasks
For Counselors: Using Forms
For Counselors: Creating, publishing, and editing Surveys
For Counselors: Viewing Survey results
For Counselors: How do students and parents know that a survey was sent?
For Counselors: Creating brag sheets in Scoir
Uploading test scores & other data
Test Score Imports: ACT score imports
Test Score Imports: ACT and PreACT scores via rapid manual entry
Uploading College Board test scores
Manually adding TOEFL scores for each student
For Counselors: Importing Custom Properties
Bulk add/update Grade Report
Bulk add/update Senior Courses
Bulk add/update Student GPAs
Bulk add/update Transcripts
Reporting
For Counselors: Running standard reports on student data
For Counselors: Creating custom reports
For Counselors: Exporting reports from student roster view
For Counselors: Custom Properties and Property Groups
Communication & notifications
For Counselors: Messaging students & parents in Scoir
For Counselors: The Email Center
For Counselors: Sending and scheduling emails
For Counselors: Emailing users using the advanced email integration
For Counselors: Scoir Library & Email Subscription management
For Counselors: What notifications will students receive from Scoir?
For Counselors: Notifications & alerts
Calendar & scheduling
Using the calendar
For Counselors: Calendar overview
For Counselors: Linking your Scoir calendar to an external calendar
Visits & office hours
For Counselors: Scheduling in-person visits & availability
For Counselors: Scheduling virtual visits
For Counselors: Scheduling visits for non-college organizations
For Counselors: Scheduling multiple college visits within the same time slot
For Counselors: Students' notification of college visits
For Counselors: Understanding Scoir RSVP dates
For Counselors: Scheduling office hours
For Counselors: Office hours from the student perspective
For Counselors: Edit or delete a visit
Resources & checklists
Students
Account setup & management
For Students: Scoir student overview [video]
For Students: Creating an account when invited by your high school
For Students: Creating an account on your own (non-Scoir high school student account)
For Students: How to tell if you are linked to a high school or not
For Students: Invite your parents/guardians
For Students: What to do if you have multiple accounts
For Students: Link your existing Scoir account to a high school
For Students: Change your email or add a backup email
For Students: Delete your account
Build your student profile
For Students: Personalize your dashboard & college preferences
For Students: Update your personal information
For Students: First generation students
For Students: FERPA Release and FERPA Waiver
For Students: Update your academic information
For Students: Record your activities and achievements
For Students: Create and export a resume
For Students: Managing your My Drive
Explore careers
For Students: Taking a career interest assessment
For Students: Taking the PrinciplesYou character assessment
For Students: Discover careers
For Students: Managing careers in your profile
For Students & Parents: Access College Guidance Network with single sign-on (SSO)
College planning
Explore colleges
For Students: Setting your college preferences
For Students: Student interest categories
For Students: Discover colleges
For Students: College profiles
For Students: Comparing colleges
For Students: Viewing Scattergrams
For Students: Discover Events
For Students: Discover Programs
Build & manage your college list
For Students: Understanding what it means to follow a college in Scoir
For Students: My Colleges
For Students: View your college list in a data table format
Create and Manage Views
The Balanced List Score
For Students: View & simulate your Predictive Chances for college admissions
For Students: Updating outcomes and post graduate plans
Application documents & resources
For Students: Understanding Test Optional, Test Free & Test Required SAT/ACT Scores
For Scoir connected students: Requesting a fee waiver
For Students: Early Decision contracts
For Scoir connected students: Requesting transcripts
For Scoir connected students: Requesting letters of recommendation
For Students: Checklist for ensuring application document delivery
For Students: The Scoir guide to the Common Application
Assignments
Office hours & visits
Scoir mobile app
College Admissions
Staff setup & management
For Colleges: Add & invite admissions staff
For Colleges: Admissions Officer roles & permissions
For Colleges: Remove admissions staff
Integrating Slate with Scoir
Integrating Slate with Scoir
Step 1: Prepare Slate for Scoir Documents and Record Creation
Step 2: Connect Slate and Scoir
Step 3: Map Scoir Student Data and Documents in Slate
For Colleges: Troubleshooting Slate integration with Scoir
For Colleges: Slate Integration - Message Scoir Students from Slate
Applications & documents
Application rounds & requirements
Introduction: Managing Application Rounds
Step 1: Creating Application Document Requirements
Step 2: Creating an Application Deadline
For Colleges: Edit, copy, and delete document requirements
Receiving documents
For Colleges: Scoir Index File
For Colleges: Set up SFTP integration to recieve documents from Scoir
For Colleges: Troubleshoot configuration of SFTP integration with Scoir
For Colleges: Slate Mapping
For Colleges: Supported Document Types
For Non-Slate Colleges: Configuring File Preferences
For Colleges: Downloading & reviewing documents
For Colleges: Grade Reports
For Colleges: The Scoir CSV/Manifest file
Managing college profile content
For Colleges: Premium Presence overview
For Colleges: Create & manage Posts, Events, and Programs
For Colleges: Events
For Colleges: Programs
For Colleges: Guidelines for college profile header photos
Student & guardian messaging
For Colleges: Outreach Messaging overview
For Colleges: Create one-time messages
For Colleges: Create automated messages
Calendar & visit scheduling
Data insights
District Administrators
For District Admins: Logging into your Network account
For District Admins: Getting started with a Network account
For District Admins: Adding and managing users in your Network account
For District Admins: Network roles and permissions
For District Admins: District communications
For District Admins: Setting up and enabling Advanced Email features
School Administrators
School account setup: Data collection process
Data gathering instructions for middle school accounts
ClassLink/Naviance - SIS-Students/Parent
ClassLink Roster/Naviance - SIS-Students/Parent (District)
ClassLink Rostering - SIS Students/Parents
ClassLink Rostering - SIS Students/Parents (District)
Clever Only - SIS Parents
Clever - SIS Parents (District)
Clever/Naviance - SIS-Parent
Clever/Naviance - SIS-Parent (District)
Naviance - SIS for Students/Parent/Teacher
Naviance - SIS Student/Parent/Teacher (District)
Naviance - to - Scoir: Application Outcomes for Current Students
SIS Only - Students/Parents/Teachers
SIS only - Students/Parents/Teachers (District)
Cialfo,Maia Learning, and Xello Historical Application Data (Alumni Only)
School account settings
School settings overview
Enable application materials (Documents)
Setting your high school student email domain
Setting up and enabling Advanced Email
Ensuring Scoir access and emails will be delivered
Request a GPA scale change
Display school photos for students on their profile
Configuring Your SSR - Secondary School Report
Managing Student Transcript Settings
Configuring FERPA Waiver & Release Forms
Managing Your recommendations settings
School logo and template for teacher recommendations
Student self-reporting for GPA and test scores
Pending Acknowledgement
Predictive Chances and Scattergram display settings
For Counselors: Overriding a college's application document requirements
Can counselors control who sees Balanced List scores?
Can counselors adjust Balanced List requirements?
Can Balanced List Scores be based on just colleges marked as Applying and Applied?
User setup & roles
Users page overview
Adding and removing counselors and other staff to Scoir
Inviting faculty and staff
Understanding and assigning roles and permissions
Inviting Students
Assigning counselors to students
Inviting parents/guardians
Informing your users
Data uploads
Parents
Account setup & management
For Parents/Guardians: Managing your email notifications
For Parents/Guardians: Changing your email address
For Parents/Guardians: Creating and managing your account and linking to students
For Parents/Guardians: Change your Scoir password
Supporting your students
For Parents/Guardians: View your student’s college list
For Parents: View your student’s college list in a data table format
For Parents/Guardians: Suggesting colleges
For Parents/Guardians: Unsuggesting a college for my student
For Parents/Guardians: View and simulate your student’s Predictive Chances
For Parents/Guardians: Viewing your student's document storage in My Drive
For Parents/Guardians: Digitally signing your student's early decision contract
How parents can sign the FERPA release
Searching for colleges
For Parents/Guardians: Searching for colleges
For Parents/Guardians: Viewing college profiles
For Parents/Guardians: Viewing Scattergrams
For Parents/Guardians: Comparing colleges
For Parents/Guardians: Financial information & estimates
For Parents/Guardians: Discover College Events
For Parents/Guardians: Discover Programs
Assignments
Scoir mobile app
Teachers
Community Based Organizations (CBOs)
Product Updates
Table of Contents
- Browse by topic
- College Admissions
- Applications & documents
- Application rounds & requirements
- Step 1: Creating Application Document Requirements
Step 1: Creating Application Document Requirements
The first step in setting up Application Rounds is creating your Application Document Requirements.
Application Document Requirements determine which types of documents you wish to receive from students applying to your round, and which types you do not want to receive.
You can have as many different sets of requirements as needed to fit different programs or application scenarios, or, just one that covers all applicants to your institution.
The document requirements you create here will later be matched with a deadline date to create an Application Round.
Creating Application Requirements
- Click on the Application tab and select the Set Rounds option to begin creating application requirements and deadlines for the upcoming application season.
By default, you will see the page for the upcoming cycle's rounds. To switch between viewing the rounds for the upcoming and current cycles, use the Upcoming/Current toggle.
- If you're setting up rounds for the first time, click Create New Requirements in the Application Requirements section.
Otherwise, if rounds are already set up for the current cycle, you can copy them over to the upcoming cycle by clicking Copy Current Rounds and make edits as needed. This option is only available if no rounds have been created for the upcoming cycle.
- Enter a Requirement Name for your set of document requirements.
The Requirement Name is an internal label for your set of document requirements. This name is not visible to students, counselors, or supporters. - Select an Applicant Type for your set of document requirements.
There are two applicant types, First Year and Transfer. The Applicant Type you select determines which types of documents you'll need to review in the following steps.Only students who are applying as the applicant type you select will be able to use any rounds that you associate the requirements with.
If you select First Year, any round you associate the requirements with would become a First Year-only round.
If you select Transfer, any round you associate the requirements with would become a Transfer-only round.
The Applicant Type cannot be changed once you save your Requirements.
Next, we will set our Recommendations and Document requirements.
Recommendation Settings
In the Recommendations section, you will indicate whether or not you will require, or optionally accept, any letters of recommendation.
There are three types of recommendations you can select to receive:
- Counselor Recommendations from the applying student's counselor.
- Teacher Recommendations from the applying student's teachers.
- Other Recommendations from individuals not directly associated with the student's school. These can be community members, clergy, work supervisors, athletics coaches, and more.
- Enter the Minimum and Maximum number of recommendation letters you require or want to receive.
We do not require or consider any recommendations
Enter "0" for both the minimum and maximum.
We do not require recommendations, but will consider optional letters
Enter "0" for the minimum, and the maximum number of letters you wish to allow as the maximum.
Then, check the Allow Additional boxes to specify which types of optional requirements you wish to receive; Counselor, Teacher, or Other. You can select as many types as needed.
We require a minimum number of recommendations
Enter the minimum number of recommendations you require as the minimum. Enter the maximum number of letters you wish to receive as the maximum. The maximum can be the same as the minimum, or higher if you want optional additional letters.
Then, check the Allow Additional boxes to specify which types of optional requirements you wish to receive; Counselor, Teacher, or Other. You can select as many types as needed.
About the Allow Additional checkbox
The Allow Additional checkbox allows for flexibility in the types of recommendations, and amount of optional recommendations you accept. When you have set a maximum number of recommendations, you will then need to indicate what types of recommendations you'll accept using the Allow Additional option.
If you do not set a specific quantity for each letter type, checking the Allow Additional box next to a recommendation type will allow users to send you letters of that recommendation type in any amount up to your overall maximum. You can select the Allow Additional option for all types at once, or any other combination of recommendation types.
You can also set a specific limit of one type of letter, while using Allow Additional on another type that you can leave open-ended. Remember, your overall maximum number of recommendations is the limit that you can receive, regardless of what you select for individual recommendation types.
Review the examples at the end of this step to see how Allow Additional can work in practice. - Indicate quantities for specific recommendation types if necessary.
If you require a minimum number of specific recommendation types, such as teacher or counselor recommendations, you can indicate this as well.
Enter the quantity of each type of recommendation you wish to receive. These amounts must add up to equal the overall maximum number of recommendations you have indicated, or use the Allow Additional checkboxes to allow for students to send the required number of letters as any combination of letter types selected.
OR | ||
Three recommendations are required. One must be a 'counselor recommendation' and 2 must be 'teacher recommendations' equaling the three total that can be sent to the college. | Three recommendations are required. No specific quantities of each recommendation type have been indicated. The Allow Additional checkbox allows for 'counselor recommendations' and 'teacher recommendations' to be sent in any combination until the maximum is met. 'Other' recommendations are not able to be sent because the Allow Additional box for this recommendation type is unchecked. |
Some additional examples of Recommendation scenarios and settings:
Recommendations are not required, but the college will accept up to two letters. Any combination of counselor, teacher, or 'other' recommendations can be sent. | Two recommendations are required. One must be a counselor recommendation, and one must be a teacher recommendation. An additional, optional teacher recommendation can also be sent. No other recommendation types can be sent as optional extra letters. |
Two recommendations are required, and both must be teacher recommendations. No other recommendation types are accepted and no additonal optional recommendations can be sent. | Two recommendations are required. One must be a counselor recommendation, and one must be a teacher recommendation. No additional optional recommendations can be sent. |
Document Selections
Once you've completed your recommendation settings for your Requirements, you'll specify which document types you will require or wish to receive, and those you do not wish to receive.
The documents that you select as Required or As Available will be automatically added to any document batch for your institution from the student's central collection of documents uploaded by their school.
Document Types can be assigned one of three options:
- Required - The document must be sent to your institution. If the student does not yet have a document of this type, it will be highlighted for the school staff so they are aware your institution needs this document as soon as possible.
- As Available - Your institution requires this document but it is not typically available at the moment the student applies to your institution, or you will accept the document as an optional document whenever it is available. Scoir will add any As Available document to a document batch automatically once it is uploaded by the student's school.
- Do Not Send - The document will not be added to document batches for your school or sent to you, even if the student has this document type uploaded in Scoir.
- Use the Dropdown menu next to each Document Type to indicate whether you wish to require, receive whenever it is available, or do not want.
The Other Documents selection is for situations where a High School may want or need to send your institution a document that you otherwise would have set as Do Not Send.
When Other Documents is set to "As Available," schools can manually add "Do Not Send" documents.
For example, if you have set the Mid Year Report document type to Do Not Send, and the Other Documents type to As Available, high school counselors or registrars would be able to manually add a Mid Year Report to your document batch, if they wish to do so.
We recommend that your Other Documents slot is set to Do Not Send, unless you are open to accepting "Do Not Send" documents that are added manually by a high school counselor or registrar.
- When you have completed your Document selections, click the Create button to save your Document Requirements.
- Your completed Application Document Requirements will now appear in your Requirements section.
Click here to view our guide for further information.
You are now ready to pair your Application Requirements with a Deadline to complete your Application Round. Continue to Step 2 using the link below.