Document Delivery
Unified InboxReceive documents in an inbox shared by all administrators. Includes records from Parchment senders, email to your staff, Naviance, SPEEDE, XAP, Bridge U, and more.
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Listing in Learner Ordering SearchAppear in the searchable list learners use when choosing where to send their records. Provide nicknames or acronyms too.
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File Format: PDFHigh-resolution PDF records delivered directly from sending institutions. Improved PDF with larger display.
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Download Notification to LearnersCustomize a message to send to learners to let them know you’ve received their records.
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Bulk Record Processing
Re-Download RecordsCloud storage allows you to re-download records when you need them.
For 30 days
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Download PDFs IndividuallyEach PDF record (e.g. transcript including cover page and legend) is a single PDF file.
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Download PDFs CombinedAll of the PDF records are merged into a single file. Example: If 10 transcript records have arrived, they will be combined into a single PDF file for download.
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Overnight DeliveryOpt to have all of the records received for the day packaged overnight into a single zip file for download. Have yesterday’s records ready for you today!
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Document FiltersChoose to filter records in your inbox by filters such as document type, sending institution type, date received, and more.
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Saved FiltersCreate pre-set filters to quickly identify records that meet your most common criteria.
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Automatically Route RecordsUsing saved filters to identify the right set of records, route incoming records to the appropriate person or department.
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SFTP DeliveryChoose to route records to an SFTP server at your organization. Enables automation into your system.
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Connectors for Slate and Banner Data Management SystemScripts developed to allow your CRM or SIS to automatically intake and index incoming records.
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Index FileKey fields from each record accompany the PDF to make indexing and matching the record to the application file completely automatic.
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Organizing and Storing Records
Search ToolsLook up and retrieve records previously received.
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History ReviewSearch records received and view details such as delivery and download dates.
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Destination FoldersRoute and store records in folders for easy managing, download, and retrieval.
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Dashboard ReportingView key metrics on transcript volume, top sending institutions, and outstanding requests.
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Document Retention SettingsDetermine how long you wish to keep records stored in Parchment Receive.
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Ordering Records
Order on Behalf of a LearnerPlace a request for one or more learner records and track delivery.
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Post-Pay Requests on Behalf of StudentsPlace orders without requiring any credit card input at checkout.
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