Offer an official document to a student

You can offer an official document (such as a transcript or grade report) to one of your student contacts at any time, even before they have requested it. The student then receives a notification of the document offer, and can choose to either accept or decline it.

Key Concepts

When selecting a document on the New Official Document modal, you can only choose document types that the student has not yet requested or received from another MyCoalition user.

A student must already be your contact on MyCoalition to be able to offer a document. See this article for more about adding contacts.

 

1. Navigate to your Documents > Home page.

2. Click or tap Start New Official Document.

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3. Select the student contact to whom you want to offer the document, and then the type of document (such as mid-year grades).

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4. Click or tap Continue.

5. When asked to confirm, click or tap Continue.

NOTE:  For a recommendation, because you are offering it rather than waiting until it is requested from you, the student does not have a chance to agree to waive FERPA rights. Therefore any recommendation you offer using this method does not have the student's right to view it waived.

6. Search for the student's high school, and select the correct school. If the high school doesn't come up in your search results, select Other and enter it manually. 

7. Select Upload and upload the appropriate file from your hard drive. Or, if you have already uploaded it to your MyCoalition Uploads page, you can select it from the list. See this article for more about your Uploads page.

8. Click or tap Attach File.

9. Click or tap Preview Submission, which opens  a preview pane so you can see the document you uploaded.

10. If all looks correct, click or tap Submit. Otherwise, select Edit to return to the previous page and choose a different file.

11. Once you've completed the steps above, the student will receive a notification and the offered document will be in their locker. At that point, they can choose to accept or decline your offered document. See this article for more about the student's experience with an offered document.

Key Concept

The offered document will be listed on your Documents page with a status of "Offered" until the student either accepts or declines it (at which point the status will reflect that).

 

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