Admin – Fulfillment

How to Fulfill a Document Request in Transcend

This guide provides step-by-step instructions for fulfilling student document requests, such as transcripts, within the Transcend platform.

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Step 1: Locate the Fulfill Request Section

Once you have opened a specific request, scroll down to the Fulfill Request card. This section lists the specific documents the requester has asked for, such as a High School Transcript or Middle School Transcript.

Step 2: Upload the Required Documents

For each requested item, you must attach the corresponding file:

• Click the Add File(s) button under the specific document category.
• Select the file from your computer or drag and drop the files directly into the upload area.
• Once the file is attached, the filename will appear directly under the category heading.

Step 3: Send Documents to the Requester

After all necessary files are attached, click the Send Documents to Requester button at the bottom of the card.

Step 4: Finalize the Request with Notes

A Complete Request dialog will appear to finalize the process:

• Internal Fulfillment Note: Enter details intended for internal audit purposes (e.g., "ITEMS SENT"). This note is not visible to the student.
• Public Message to Requester: Type a message that the student will see in their tracking portal. You can type a custom message or use Approved Templates.
• Click Finalize Fulfillment.

Step 5: Verify Completion

Once finalized, the system updates the record:

• The request status changes to Fulfilled.
• The Status History log shows a new entry for the completion.
• Uploaded documents are now listed in the Fulfillment Records card, located just above the fulfillment section, where you can view them or print a record of all items sent.

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Tip: You can add additional document categories if needed by clicking the Add Extra Document Category button before sending the documents.