Uploading transcripts to Naviance eDocs

  • Posted on: 26 August 2011
  • By: ifoulds

In order to make the electronic transcript files available within eDocs, you will need to send the student file to Naviance from your computer. The steps below outline how to do this.

First, make sure that the 'Docufide' client is running in order to actually transmit the files from your computer to Naviance. Go to 'System Preferences' and click on the 'Docufide' icon:

In the window that opens up, it will display the status of the 'Docufide Client'. If it shows that it is stopped, click on the 'Start Docufide Client' button (note: if it prompts you for a password, simply enter the password that you use to log in to your computer):

The 'Docufide Client' status should now show as running:

Now you can open up Finder and select the folder that your transcripts are stored in. Open the file you wish to upload, making sure that it opens in 'Preview', *not* 'Adobe Acrobat'. If you need to, right-click on the file, select 'Open With', and then choose 'Preview':

We will use the print function to actually transmit the document, so click on 'File' and then 'Print':

Do not actually choose to print the document. Instead, click on the 'PDF' button in the bottom left of the print dialog screen, and choose 'Send to Naviance eDocs':

The Naviance eDocs window will now open, prompting you to select the student name that the transcript relates to. Also, ensure that you choose the 'Document Type' from the drop-down menu depending on what time of year or type of transcript you're sending. Once done, click the 'Send to Naviance eDocs' button:

If you now go to Naviance in your web browser, go to the student you uploaded the transcript for, and then click on the 'eDocs' tab, it should now show that the transcript is available within Naviance to be sent to colleges as needed: