eDocs bulk manater

The eDocs bulk manager displays a list of students for whom application materials are ready to prepare and send.

From the eDocs bulk manager, you can:

• Review required documents for each student’s applications, including FERPA status and Common App matching.

• Submit all prepared application materials for multiple students at once.

• Access submission history to track previously sent documents.

Prepare documents in bulk

In addition to preparing documents from individual student folders, use the Need to prepare section of the eDocs bulk manager to prepare student documents from one central location.

Navigate to Colleges, select eDocs Bulk Manager, and then select the Need to prepare tab. This section displays a list of students who have at least one college listed under active applications.

Click a student’s name to access two key areas:

• Application view

  • Lists each college the student is applying to

  • Shows the number of required documents for each application

  • Displays the document preparation status

• Document view

  • Lists all documents that must be prepared for the student

  • Shows which colleges each document will be sent to

  • Displays the current status of each document

Send documents in bulk

1. Select Colleges and choose the eDocs Bulk Manager.

2. Select the Ready to submit tab. Only documents that have been prepared, or are ready for submission are listed.

3. Optionally, update the page view.

   • Apply filters, such as My students.

   • Sort documents.

   • Jump to a page.

   • Advance to the next page.

   • Change the number of records displayed.

4. From Ready to submit, review the information. Consult the Ready to submit data column table for more details.

5. Select the documents to send.

6. Click Submit.

7. Review the documents and click Submit. Successfully submitted documents will move to the Submission history page.

Send final transcripts in bulk

1. Select Colleges and choose the eDocs Bulk Manager.

2. Select the Ready to submit tab.

3. Update the page view by setting:

   • The Delivery type filter to Comon App

   • The Document type filter to Common App Final Report.

   • Optionally, set the Destination filter to a particular college.

4. Select the documents to send.

5. Click Submit.

6. Review the documents and click Submit. Successfully submitted documents will move to the Submission history page.

Ready to submit data columns

Review submission history

From the Submission history page of the eDocs bulk manager, review the history for each submitted document. Optionally, filter or sort the submission data.