Metro State University of Denver Parchment Receive Kickoff June 30th 2014

Introductions Deployment Strategy Receive Feature Set Next Steps Agenda Introductions Deployment Strategy Receive Feature Set Next Steps

Metro State U of Denver Team Parchment Team Name Title Email Phone Project Role Stacey Koo Project Manager skoo@parchment.com 480.719.1646, x 1038 Project Management Mary Jo Lockey Implementation Specialist mlockey@parchment.com 480-719-1646 Ext 1308 Configuration Resource Rey Santos Regional Manager, HE Solutions rsantos@parchment.com 480.719.1646 Ext. 1141 Project Oversight Brenda Johnson Account Executive bjohnson@parchment.com 651-387-9862 Metro State U of Denver Team Name Title Email Phone Project Role Vaughn Toland Director of Admissions & Outreach tolandva@msudenver.edu 303-556-6005 Team Lead Yared Belete Associate Director of Admissions ybelete@msudenver.edu Functional Team

PARCHMENT receive

Review Available Features Deployment Strategy Review Available Features Decide on features for now and maybe later Phased approach Configuration & Training Filters Destination Folders SFTP (as needed) TD Landing Page (as needed) TRF (as needed) Administrators Go-Live

Current Status Parchment Premium Receive Download Electronically – PDF’s Current Administrators…..

Receive Feature Set Receive Features Basic Premium Dashboard l Document Web Download Electronic Image or Paper Reporting Automated Delivery (SFTP) Delivery of Data (XML, EDI) Index File Transcript Direct Subscription Model for Payment Admin Initiated Request Unified Inbox Peer Analytics Advanced Document Filtering and Sorting Auto Route to Unlimited Destinations and Locations Student Messaging by Destination

Transcript Direct - Overview

Transcript Direct - Landing Page

Transcript Direct - Request Form Customized Message

Admin Initiated Request Place Requests on Behalf of Student Request transcripts for new or existing students Submit request immediately or hold for later View the status of all requests Search “Out of Network” request by Days Outstanding Resend a Transcript Request Form via fax, print or add status notes

Index File Parchment Index File SIS Data Tables or Image System File Name DID# Document Type Date Sent School Name First Name Middle Name Last Name DOB SSN Application # Common App ID RH / Sender CEEB Class Of Years Attended Sending School Type Student email Receiver CEEB Receiver Name Receiver Address: Street 1&2, City, State, Zip, Country Required Optional 254 characters 20 characters Date  Date 9 characters 6 characters 4 characters 15 characters High School/College 254 characters each Data Mapping Index File Includes key Information for each document received Facilitates import into imaging system XML Data PESC XML Format – Industry wide data format Transcript data in electronic format 2 files: PDF & XML SIS or Image System

Next Steps Receive Features Next Steps Automated Delivery - SFTP l Premium Next Steps Automated Delivery - SFTP l Set-Up (need public key and IP) Delivery of Data XML , EDI Set-Up – Parchment to Complete Index File Automatic – use as desired Transcript Direct Parchment Send Link School Determine strategy Parchment Send Documentation School Provide Logo and Message Parchment Provide Training Admin Initiated Request Advanced Document Filtering and Sorting Set-Up – Parchment Provide Doc and Assistance as Needed Auto Route to Unlimited Destinations and Locations Set-Up Parchment Provide Doc and Assistance as Needed Student Messaging by Destination