Apply with Scoir (currently building)
Colleges - Apply with Scoir
For Colleges: Configuring Apply with Scoir
For Colleges: Apply with Scoir Application Activation
Application Profile PDF Updates
For Colleges: Scoir Application Integration Checklist
Supporter - Non Scoir Supporters not linked to a High School
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
For Counselors: Adding a YouTube video to My Drive
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
Managing Parents
Messaging & Communications
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
For Counselors: Scoir Library & Email Subscription Management
For Counselors: Creating, Publishing, and Editing Surveys
For Counselors: Viewing Survey Results
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 Teachers/Counselors/Other
For Counselors: Managing FERPA on Behalf of a Student
Understanding FERPA - Frequently Asked Questions
For Counselors: Configuring Your Browser to Download Documents
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
For Counselors: Scheduling Virtual Visits
For Counselors: Scheduling Visits for Non-College Organizations
For Counselors: Creating Multiple College Visits at the Same Time
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: How to Delete or Edit a Visit
Reporting
For Counselors: Running Standard Reports on Student Data
For Counselors: Creating Custom Reports
For Counselors: Exporting Reports from Student Roster View
Bulk Add/Update Student Documents & GPAs
Bulk Add/Update Grade Report
Bulk Add/Update Senior Courses
Bulk Add/Update Student GPAs
Bulk Add/Update Transcripts
Importing Test Scores to Scoir
Test Score Imports: ACT Score Imports
Test Score Imports: ACT and PreACT Scores via Rapid Manual Entry
Test Score Imports: College Board (AP, PSAT/NMSQT, SAT)
TOEFL Scores via Manual Entry
Class Rollover in Scoir and Counselor/Student Access
For Counselors: Viewing Students’ Career Interests
For Counselors/Teachers: Updating your email
College Admissions
Creating & Managing Users
For Colleges: Adding & Inviting Admissions Staff
For Colleges: Admissions Officer Roles and Permissions
For Colleges: Removing Admissions Staff
Viewing Your Dashboard
Managing Your School Profile
For Colleges: Content Management
For Colleges: College Profiles
For Colleges: Guidelines for College Profile Header Photos
Scheduling & Managing Visits
Managing Applications and Documents
For Colleges: Managing Application Rounds (Requirements and Deadlines)
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
Engaging with Students
For Colleges: Sessions
For Colleges: Outreach Messages
For Colleges: Outreach Messages, One Time Messages
For Colleges: Outreach Messages, Automated Messages
Uploading and Mapping Your End of Cycle Report
Integrating Slate with Scoir
District Administrators
Getting Started
For District Admins: Getting Started with a Network Account
For District Admins: Logging into Your District or Network Account
Creating & Managing Users
For District Admins: Adding and Managing Users in Your Network Account
For District Admins: Network Roles and Permissions
District Communications
High School Account Administrators
Gathering Your Data for Account Setup
ClassLink/Naviance - SIS-Parent
ClassLink Roster/Naviance - SIS-Parent (District)
ClassLink Rostering - SIS Parents
ClassLink Rostering - SIS Parents (District)
Clever Only - SIS Parents
Clever - SIS Parents (District)
Clever/Naviance - SIS-Parent
Clever/Naviance - SIS-Parent (District)
Naviance Only - Students SIS/Parent/Teacher
Naviance Only - SIS Student/Parent/Teacher (District)
Naviance - to - Scoir: Application Outcomes for Current Students
SIS Only - Students/Parents/Teachers
SIS only - Students/Parents/Teachers (District)
Creating & Managing Users
Users Page Overview
Adding and Removing Teachers, Counselors and Staff
Inviting Faculty and Staff
Faculty and Staff Roles and Permissions
Inviting Students
Assigning Counselors to Students
Inviting Parents/Guardians
Informing Your Users
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
Editing the Global Requirements for a College
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
For Parents/Guardians: Viewing your Student’s College List
For Parents/Guardians: Viewing College Profiles
For Parents/Guardians: College Compare
For Parents/Guardians: Viewing Scattergrams
For Parents/Guardians: Suggesting Colleges
For Parents/Guardians: Unsuggesting a College for my Student
Managing Your Financial Information
Managing Your Account
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
For Students: Recording Your Activities and Achievements
For Students: Create and Export a Resume
Discovering Careers
For Students: Discover Careers
For Students: Taking a Career Assessment
For Students: Managing Careers in Your Profile
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
Applying with Scoir
For Students: Discovering Colleges You Can Apply To Using Scoir
For Students: How to Log into Apply with Scoir
For Students: Applying to Colleges Using Scoir
For Transfer Students: How to Apply with Scoir as a Transfer Student
For Scoir Connected Students: Filling Out Your Application Profile
For Non-Scoir High School/International Students: Filling Out Your Application Profile
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
Application Documents for Non Scoir High School/International/Transfer Students
For Non Scoir High School/International/Transfer Students: Requesting a Fee Waiver
For Non Scoir High School/International/Transfer Students: Requesting Transcripts & Application Documents
For Non Scoir High School/International/Transfer Students: Requesting Recommendations
Registering For College Visits & Office Hours
Student Mobile Application
Teachers
Community Based Organizations (CBOs)
Scoir's Terms of Service
Revision History to Scoir's College Terms of Service
Revision History to Scoir's High School Terms of Service
Scoir U
Table of Contents
- All Categories
- Counselors
- Managing Application Documents & Materials
- For Counselors: Midyear Reports and Transcripts
For Counselors: Midyear Reports and Transcripts
Updated
by Client Success Team
Configuring your Settings
Before configuring your midyear reports and transcripts, you will want to ensure that your settings reflect the correct information regarding these documents.
- Navigate to your Welcome dropdown menu and select School Account & Settings.

- Make sure that Enable School Reports is toggled ON. If it is not, toggle it on.

- Make your selections for Midyear Reports and Transcripts. You may select for which application statuses you'd like to send Midyear Reports and Transcripts.
You may choose to send Midyear Reports for students with application outcomes that are either Pending, Deferred, or Waitlisted (only), or Pending, Deferred, Waitlisted, and Accepted. For Midyear Transcripts, you may choose to send them for students with application outcomes of Pending, Deferred, or Waitlisted (only) or Pending, Deferred, Waitlisted, or Accepted.

Midyear Reports
Midyear reports need to be created in Scoir.
Creating a Midyear Report for an Individual Student
- Search for a student using the search bar on the top right.
- Expand their Colleges & Applications section, and click on Manage Documents.
- Scroll to Reports and navigate to Midyear Report. Click Create.

- Make any necessary changes to the student evaluation, based on the information you've indicated you'd like to include from the Secondary School Report. Click Save and Continue.
- Verify your information and click Save.

Sending a Midyear Report for an Individual Student
- Under the student's Colleges & Applications section, click Send Documents.
- Scroll through and click Send to send the midyear report for any college for which a midyear report populates.

The midyear report will automatically populate in the Send field for any colleges that a) lists a midyear report as a Required or As Available document and that b) the student has applied to with an outcome of Pending, Deferred, Waitlisted, (or Accepted), as per your settings.
Sending Midyear Reports in Bulk
You can also navigate to your Dashboard and click on Complete Packets Ready to Send, where you can bulk send documents like the Midyear Report.
- Click on the number next to Complete Packets Ready to Send.
- Click Select All and Send Connected to send any and all uploaded documents, including the midyear reports, electronically. Alternatively, you can click Send next to each college to send for one college at a time.
- You may then click Download and mail or email any midyear reports for colleges that are not-yet-connected with Scoir.

Midyear Transcripts
Uploading Midyear Transcripts
The first step in sending Midyear Transcripts is to upload them. To upload transcripts in bulk, follow the steps outlined in this document, choosing Midyear Transcript as your Transcript type.
To individually upload a midyear transcript, you can navigate to an individual student's profile, head to their Manage Documents section, and select Upload next to Midyear Transcript.

Sending Midyear Transcripts for an Individual Student
After this uploading process, your students' transcripts will be added to their documents to be sent to colleges.
- Under the student's Colleges & Applications tab, click Send Documents.
- Scroll through and click Send to send the midyear transcript to any applicable college.

The midyear transcript will populate for any college that a) lists the midyear transcript as a Required or As Available document and b) the student has applied to with an outcome of Pending, Deferred, or Waitlisted (or Accepted), as per your settings.
Sending Midyear Transcripts in Bulk
You can also navigate to your Dashboard and click on Complete Packets Ready to Send, where you can bulk send documents like the Midyear Transcript.
- Click on the number next to Complete Packets Ready to Send.
- Click Select All and Send Connected to send any and all uploaded documents, including the midyear transcripts, electronically. Alternatively, you can click Send next to each college to send for one college at a time.
- You may then click Download and mail or email any midyear transcripts for colleges that are not-yet-connected with Scoir.

Where do I see my student's transcripts?
To view student transcripts, they must first be uploaded into Scoir by using the Bulk Transcript upload tool in Data Management or by adding them individually for each student.
To see the transcript on your student's profile, navigate to the student's profile by searching for the student's name using the search bar.

On the student's profile, navigate to the Manage Documents tab under Colleges & Applications.

Within Manage Documents, you will see an overview of the student's Transcripts. You can then view a transcript by clicking on the type of transcript, upload any transcript file by clicking Upload, or remove an uploaded file. Students do not have access to this section of their profile.
