Managing transcript requests from students

How to manage transcript requests from students for summer programs, internships and more!

Client Solutions Center avatar
Written by Client Solutions Center
Updated over a week ago

This help article aims to show counselors how they can manage their transcript requests from their students. These transcript requests are requests from students for counselors to send their transcripts outside of Cialfo, typically for Scholarships, Internships, Summer Programs, etc. This can also be for requests for applications that accept Parchment or Common App within Cialfo.

Disclaimer: This feature can only be turned on through your cDocs Configuration, only Counselor Admins can turn this on for your school.

To see how students can request transcripts, please see this help article.

Getting There

  1. Select cDocs from the left-hand menu

  2. Under Documents tab > Select Transcript Request

  3. Either search for the student name in the search bar found at the top left corner, or scroll through the list

  4. You can select the Graduation year/Class year of the student from the dropdown

Sending & Updating the Transcript request

Once you've received the request, you can see when the deadline is. Once you've sent it out, whether it's through cDocs or outside of Cialfo, you can update the student by clicking "Send". Once that's done, your student will receive a timestamp of when the transcript was sent to the needed institution.

Sorting the Transcript Requests

You also have the option to sort the transcript requests to get the desired results even faster. Once you are on the Transcripts Page, all you have to do is click on one of the column headings to sort the results.

Did this answer your question?