Naviance

eDocs and College Applications Tools

Naviance provides tools for managing college applications, transcript requests, letters of recommendation, and application outcomes, as well as Naviance eDocs to prepare and send materials electronically to colleges, including Common App institutions.

Schools can use:

  • College application tools to manage and track application-related activities in Naviance.

  • Naviance eDocs to prepare and send application materials electronically to participating colleges and universities.

Before using either feature, complete the required setup.

College application tools

College application tools help students and staff manage the college application process in Naviance.

Student activities

Students can:

  • Build a Colleges I'm Applying To list.

  • Request initial, midyear, and final transcripts.

  • Request teacher letters of recommendation.

  • Update application outcomes.

Staff activities

Staff can:

  • Track colleges to which students are applying.

  • Manage applications using the Application Manager.

  • Monitor transcript requests.

  • Monitor recommendation requests.

  • Track application outcomes and review reports.

Staff tools to manage activities

To manage these activities, staff can use the following tools.

Tool

Activity

Application Manager

Track and manage student applications.

When using eDocs, application statuses update automatically when documents are sent. Otherwise, statuses must be updated manually.

Transcript Request Manager

Review transcript requests.

When using eDocs, transcript submission dates update automatically when documents are sent. Otherwise, submission status must be updated manually.

Teacher Recommendation Manager

Review completed and outstanding recommendation requests.

When using eDocs, recommendation submission statuses update automatically when documents are sent. Otherwise, submission status must be updated manually.

eDocs Bulk Manager

Track and manage application requests and document submissions when using eDocs.

Student Folder

Review a student's application details and Colleges I'm Applying To list.

When using eDocs, staff can also prepare and send application materials from the student folder.

Track college outcomes

Use reporting tools to review college application and outcome data.

Reports include:

  • Outcomes

  • College Applications and eDocs

  • Scholarships

These reports help staff track application activity, outcomes, and related college planning data.

eDocs is an electronic college application tool that allows schools to prepare and send transcripts, letters of recommendation, NACAC forms, and other application materials electronically to participating colleges and universities. Schools that use Common App can also integrate Naviance eDocs with Common App to send application materials to participating Common App institutions.

If your school integrates Naviance eDocs with Common App, you must submit all documents through Naviance eDocs.

eDocs capabilities

When using eDocs, staff can:

  • Prepare and send application materials.

  • Track document submission status.

  • Manage document submissions in bulk.

  • Send application materials from the Student Folder.

Staff can also use the eDocs Bulk Manager to track and manage application requests and document submissions.

When documents are sent through eDocs, application, transcript, and recommendation statuses update automatically. Schools that do not use eDocs must update these statuses manually.

eDocs process overview

If your school uses eDocs, the college application process includes setup, student actions, and staff actions.

Setup

Before using eDocs:

  • Update staff user roles and permissions.

  • Adjust Naviance Student settings.

  • Update student data.

  • Activate eDocs.

If using Common App integration with eDocs, you must opt in by September 15.

For setup instructions, refer to the Set Up eDocs and college application tools page.

Student actions

Students:

  1. Register with Common App.

  2. Complete the Common App account matching process.

  3. Add colleges.

  4. Request transcripts.

  5. Request teacher letters of recommendation.

For student instructions, refer to the eDocs and college applications in Naviance Student page.

Staff actions

Staff:

  1. Review application requests.

  2. Monitor requests using Application Manager, Transcript Request Manager, Teacher Recommendation Manager, and Student Folder.

  3. Prepare application materials.

  4. Send application materials.

  5. Track submission status.

  6. Use eDocs reports.

For staff instructions, refer to the Manage applications for students and Process application materials for students with eDocs pages.

Get started with Common App and eDocs

Before sending application materials to Common App institutions through eDocs, students must complete required Common App and Naviance activities.

In Common App

Students must:

  • Register for a Common App account.

  • Enter high school information.

  • Add at least one college.

  • Complete the FERPA Release Authorization.

In Naviance Student

Students must:

  • Complete Common App account matching.

  • Add non-Common App colleges to their Colleges I'm Applying To list.

  • Request transcripts.

  • Request teacher recommendations.

These steps are only required for students applying to Common App institutions.