The Institutional Documentation (IDOC) Service

Improving the process for students in 2015-16

IDOC 2015-16

+ New delivery options!

+ New look!

+ New process!

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Same address: idoc.collegeboard.org

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+ New delivery options for submitting documents

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Secure electronic upload (preferred, fastest)

Postal Mail Courier Service

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+ The student logs into this page

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+ Student still needs two identifiers to log in

+ Remind parents this requires student information!

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IDOC 2015-16+ 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

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

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+ 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.

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+ Cleaner look

+ Simpler Instructions

+ Links to more information

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+ Submitting documents through the mailSubmitting documents through the

mail

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Scroll down the page to find the mailing addresses

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

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Can return to the cover sheet to update family member information

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

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General information about the IDOC and upload process

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Easy to access list of general and institutional specific forms

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+ List of forms to be printed and completed by student, if required by the student’s institution

+ The institutional specific forms are found here

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Documents that are required

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Whose documents are required

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Which schools require which document

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

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These can show you what the documents requested looks like…

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+ Notice, this says “sample”

+ Not to be printed and completed

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Or can be a document to be completed and submitted

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+ This one does not say “sample”

+ The student would print this, complete it by hand, and submit it by creating an electronic file - copy/email or by taking a picture

+ In the future, plans are to make these “fillable”

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

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Important things to know…

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28+ Accepted document formats

Accepted document formats

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Supported browsers

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Uploading file instructions

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

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Files selected for upload will be listed here

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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

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At this point, the uploaded file can be reviewed

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You can cancel the upload

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You can save and upload more files

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Or, if finished, save the files

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

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Click “OK” when this has been read

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

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

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…and into the Processed Documents list!

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+ 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

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+ Upload process is safe

+ Data is encrypted as it is received and as it is transmitted to

colleges

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

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305-420-3688

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