The Institutional Documentation (IDOC) Service Improving the process for students in

IDOC New delivery options! + New look! + New process! 2 Same address: idoc.collegeboard.org

IDOC New delivery options for submitting documents 3 Secure electronic upload (preferred, fastest) Postal MailCourier Service 123

IDOC The student logs into this page 4

IDOC Student still needs two identifiers to log in + Remind parents this requires student information! 5

IDOC The new cover sheet! -Family information will be entered here for family members based on PROFILE Family Member Listing -Information is important to allow for proper matching of documents  Note: SIN is the Canadian Social Insurance Number 6

IDOC Once family member information is updated, click Save and Continue to advance to the new IDOC Dashboard!

IDOC The new IDOC Dashboard! + We will go through the different parts of the IDOC Dashboard, but note that this page gives the student a full record of what is needed and, once documents are uploaded, what has been done. + Navigating will probably require scrolling down this page, as you will see in the next slides. 8

IDOC Cleaner look + Simpler Instructions + Links to more information

IDOC Submitting documents through the mail Submitting documents through the mail

IDOC Scroll down the page to find the mailing addresses

IDOC Addresses for mailing via U.S. Postal Service or courier service!

IDOC Can return to the cover sheet to update family member information

IDOC Schools student listed on PROFILE are listed along with each schools’ deadline

IDOC General information about the IDOC and upload process

IDOC Easy to access list of general and institutional specific forms

IDOC List of forms to be printed and completed by student, if required by the student’s institution + The institutional specific forms are found here

IDOC Documents that are required

IDOC Whose documents are required

IDOC Which schools require which document

IDOC Going away at some point (so don’t worry about this one)

IDOC These can show you what the documents requested looks like…

IDOC Notice, this says “sample” + Not to be printed and completed

IDOC Or can be a document to be completed and submitted

IDOC This one does not say “sample” + The student would print this, complete it by hand, and submit it by creating an electronic file - copy/ or by taking a picture + In the future, plans are to make these “fillable”

IDOC When ready to upload, select the “Upload Document(s)” button

IDOC Important things to know…

IDOC Accepted document formats Accepted document formats

IDOC Supported browsers

IDOC Uploading file instructions

IDOC Navigate to document location and “drag and drop” or select file for uploading

IDOC Files selected for upload will be listed here

IDOC When all files are selected, click the “Upload Files” button Tip: you don’t have to upload all your files at once. You can repeat this process multiple times as you assemble your documents

IDOC At this point, the uploaded file can be reviewed

IDOC You can cancel the upload

IDOC You can save and upload more files

IDOC Or, if finished, save the files

IDOC You are instructed to review your work and make certain you have done everything required

IDOC Click “OK” when this has been read

IDOC You can see that the file we just uploaded is now in the list of “My Uploads”

IDOC Once documents are processed, they will move out of the Required Documents list…

IDOC …and into the Processed Documents list!

IDOC Documents are processed within 2-3 days of receipt + Colleges will receive student’s information + Students are still asked to do as much as possible to upload documents at the same time -Best if student does not do multiple upload sessions -Schools prefer to get all documents at one time, if possible 43

IDOC Upload process is safe + Data is encrypted as it is received and as it is transmitted to colleges 44

IDOC For questions about IDOC processing or for IDOC help, call:

IDOC