4 Best Practices for Basic Receive Members

4 Best Practices for Basic Receive Members

If you are a Basic Receive Member, here are some tips and tricks to help you keep things running smoothly and efficiently.

  1. Receive. Route. Download. When receiving documents, first route by dragging to one of the destinations on the left, and then zip and download. The online status of the document changes to ‘Download confirmed’ and the student automatically gets an email telling them that the document has been downloaded. If you print/download before routing to a destination, no emails are sent.
  2. Add Your Email. Add your email address to your Parchment Receive account in your General Settings. That way, when schools or students use Parchment Send to send transcripts to your email address, the documents will automatically and conveniently go to your Receive account.
  3. Zip Overnight. Check the ‘Automatically Prepare Overnight’ option in your Destination Settings so that the system zips your documents overnight. Then those documents will be ready to download as a zip file first thing in the morning.
  4. Customize Status Emails. Personalize the confirmation message to include customized information in the email students get when documents are downloaded. Go to Settings > Inbox > Delivery. You have 400 characters to work with.

Want to know more about using Parchment Receive? Check out these additional resources:

 

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