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Colleges - Apply with Scoir
For Colleges: Configuring Your Application
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For Colleges: Scoir Application Integration Checklist
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Students - Apply with Scoir
Students - Begin Apply with Scoir - Personal Section
Students - Continuing Apply with Scoir, Family Section
Students - Continuing Apply with Scoir, Education Section
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Students - Sharing Data on Multiple College Applications
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 Recommendations
For Non Scoir High School/International/Transfer Students: Requesting Transcripts & Application Documents
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Counselors
Getting Started
Counselor Dashboard Overview
For High School Staff (Counselors/Teachers): Managing Your Account
For Counselors: Creating a Demo Student Account
Managing Students
For Counselors: Add A New Individual Student
For Counselors: Student Registration Process
For Counselors: My student has a Scoir account but I can't see their data
For Counselors: Edit Student Profiles
For Counselors: Sorting Students using Filters
For Counselors: Create and Manage Student Groups
For Counselors: Viewing your Student's Document Storage (MyDrive)
For Counselors: Bulk Adding Files & Links to My Drive
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For Counselors: Recording Scholarships and Awards for Students
For Counselors: Set Student Outcomes and Post-Graduate Plans
For Counselors: Student Transferring High Schools
For Counselors: Removing Students from Scoir
For Counselors: How to Disenroll/Delete Students When You Use Clever
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For Counselors: Messaging Students and Parents/Guardians Directly in Scoir
For Counselors: The Email Center
For Counselors: Sending and Scheduling Emails
For Counselors: Implemented Advanced Email Integration
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For Counselors: Creating, Publishing, and Editing Surveys
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For Counselors: How do Students and Parents/Guardians know that a Survey was Sent?
For Counselors: What Notifications Will Students Receive
For Counselors: Creating Brag Sheets in Scoir
For Counselors: Notifications & Alerts
Managing Application Documents & Materials
For Counselors: Manage Application Materials
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 What "Needs Attention" Means
For Counselors: Cancel Sent Documents - The Send Docs "Undo" Button 😮
For Counselors: Resending an Updated Transcript after it was already Sent
For Counselors: Documents Don't Populate to be Sent to College
For Counselors: Track Application Materials
For Counselors: Troubleshooting "Missing" Documents
For Counselors: How Documents Are Processed by Colleges and Universities
For Counselors: Changing Deadline Dates in Scoir
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 Contract 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
For Counselors: Configuring Your Browser to Download Documents
For Counselors: Application Season Reminders
College Search & Exploration
For Counselors: Manage Colleges on Behalf of a Student
For Counselors: Suggesting Colleges
For Counselors: Setting Acceptance Likelihood
For Counselors: Managing and Using Scattergrams
Visits, Office Hours, and Calendar Management
For Counselors: Calendar Overview
For Counselors: Linking to an External Calendar
For Counselors: Scheduling In-Person Visits & Availability
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For Counselors: Scheduling Visits for Non-College Organizations
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For Counselors: Understanding Scoir RSVP Dates
For Counselors: Scheduling Office Hours
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For Counselors: Viewing Students’ Career Interests
For Counselors: PrinciplesYou Character Assessment Overview
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For Colleges: Guidelines for College Profile Header Photos
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Managing Applications and Documents
Application Rounds and Requirements
Introduction: Managing Application Rounds
Step 1: Creating Application Document Requirements
Step 2: Creating an Application Deadline
For Colleges: Editing, Copying, and Deleting Document Requirements
For Colleges: The Scoir CSV/Manifest File
For Colleges: Configuring SFTP Integration with Scoir
For Colleges: Troubleshooting Configuration of SFTP Integration with Scoir
For Colleges: Slate Mapping
For Colleges: Supported Document Types
For Non-Slate Colleges: Configuring File Preferences
For Colleges: Reviewing & Downloading Documents
For Colleges: Grade Reports
For Colleges: Applicant Insights & Management
For Colleges: Scoir Index File
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For Colleges: Outreach Messages
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Integrating Slate with Scoir
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Getting Started
For District Admins: Getting Started with a Network Account
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ClassLink/Naviance - SIS-Parent
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Naviance - to - Scoir: Application Outcomes for Current Students
SIS Only - Students/Parents/Teachers
SIS only - Students/Parents/Teachers (District)
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Inviting Students
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Rollout Best Practices
Managing School & Account Settings
School Account & 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
Understanding Scattergram Display Settings
For Counselors: Override Application Document Requirements
Updating Your Data/Bulk Imports
Parents
Managing Your Students
For Parents/Guardians: Viewing your Student's Document Storage in My Drive
For Parents/Guardians: Digitally Signing Your Student's Early Decision Contract
Searching for Colleges
For Parents/Guardians: Searching for Colleges
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For Parents/Guardians: College Compare
For Parents/Guardians: Viewing Scattergrams
For Parents/Guardians: Suggesting Colleges
For Parents/Guardians: Unsuggesting a College for my Student
For Parents/Guardians: Discover College Events
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Managing Your Account
For Parents/Guardians: Managing Your Email Notifications
For Parents/Guardians: Updating/Changing Your Email Address
For Parents/Guardians: Creating and Managing Your Account and Linking to Students
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Students
Getting Started
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: Inviting Your Parents/Guardians
Managing Your Account
For Students: What To Do If You Have Multiple Accounts
For Students: Linking Your Existing Scoir Account to a High School
For Students: Changing Email Addresses or Adding Backup Email
For Students: How to Delete Your Account
For Students: Managing your My Drive
Completing Your Profile
For Students: Personalizing your Dashboard & College Preferences
For Students: Updating your Personal Details
For Students: First Generation Students
For Students: FERPA Release and FERPA Waiver
For Students: Updating Your Academic Information
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For Students: Create and Export a Resume
Discovering Careers
For Students: Discover Careers
For Students: Taking a Career Interest Assessment
For Students: Managing Careers in Your Profile
For Students: Taking the PrinciplesYou Character Assessment
Searching For 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
Managing Your College List
For Students: Following a College in Scoir
For Students: My Colleges
For Students: Updating Outcomes and Post Graduate Plans
Application Documents for Scoir Connected Students
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
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For Students: Registering for College Visits
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For Students: Registering for Office Hours
Student Mobile Application
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Scoir U
Table of Contents
- All Categories
- College Admissions
- Managing Applications and Documents
- Application Rounds and Requirements
- Step 1: Creating Application Document Requirements
Step 1: Creating Application Document Requirements
Updated
by Customer Support
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.
- Click the Create New Requirements button in the Application Deadlines section.You will be creating application requirements and deadlines for the coming Application Season. If you would like to view your current rounds and document selections as reference, please reach out to Scoir Support at support@scoir.com
- 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.
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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:
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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. |
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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.