Sending Documents via Parchment

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Follow the steps below on how you can upload and send documents via Parchment on the Document Sending page.

The Deadline view is toggled on by default so you will see students listed in order of upcoming deadline date first. Toggle off if you prefer to view students in alphabetical order instead. 

Step 1: On your Document Sending page, select the student’s name you would like to send the documents for via Parchment. 

Step 2: Select the green Add/View Documents button on the right side of the page.

Step 3: You will need to individually add the student’s documents into the Documents locker on the document sending overlay. Please ensure that you are selecting the appropriate Document Type and that the files you are uploading are not encrypted and is less than 2MB in size. For best practice, we recommend that you give each document a distinctive name so you can easily locate the file during the document sending process.

Step 4: Select the Parchment tab on the right side of the overlay.

Step 5: In the Documents tab, you will have the chance to select more than one type of document that you wish to send for the students. Once you have selected the document(s), you will need to click the green Continue button.

Step 6: On the Sendgrid page, select the Universities or Colleges you’d like to send the document(s) to, followed by the green Send button on the top right of the page.

Step 7: The document bubble(s) will turn green when it has successfully been sent. 

Next: You can learn more about how to track documents that were sent via Parchment