For Counselors: Sending Documents for Individual Students

Client Success Team Updated by Client Success Team

(Step-by-step instructional video can be found at the bottom of this page)

This article explains sending documents for individual students.

While documents can be sent from the main Send tab, they also can be individually sent by the counselor, per student, as needed.

To send documents on an individual student basis, follow these steps.

 

1.  Perform a search, and navigate to the Students' Profile tab.

 

2.  Within their profile, navigate to their Colleges & Applications section. Expand the section and select Send Documents.

3.  The documents required for each of the colleges that the student is applying to will appear. Documents in blue text are on file for the student, documents in red text are missing, and documents in black text are optional and will not render an application packet as incomplete.

4. To send all the documents that are on file for the student for a specific college, click Send All in the specific college's section. You can repeat this on a college-by-college basis. Missing documents can be sent later, upon them being uploaded to the student's account.

If the college is not yet accepting documents electronically from Scoir, the button will read Download All. By selecting this, it will download all of the documents on file for the student, so that you can mail or email the application packet to the college.

5.   If you only want to send particular documents to the college for the student, you can do so by navigating to the document and clicking Send. This will send only the selected document to the particular college for the student.

If the college is not yet accepting documents electronically from Scoir, the button will read Download. By selecting this, it will download this specific document, so that you can mail or email the document to the college.

6. To send all documents that have not yet been sent for a student to all of the colleges they are applying to, you can click Send All Unsent. This will send all unsent documents that are on file for all of the student's colleges.

NOTE:  Download indicates the College is not yet accepting documents via Scoir and these packets must be mailed or emailed to the College directly outside of Scoir.

How-To Video

 Sending Documents for Individual Students from Scoir on Vimeo

 

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