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Knowledge base
FOR STUDENTS
Getting Started
5
Signing up as a student
Resetting a forgotten password (for students)
Logging in to your Overgrad account
Google Single-Sign-On
Change Your Language in Overgrad
Exploring Colleges & Careers
12
(For Students) Taking the Career Interest Survey
(For Students) Searching for Careers
Using the career filters
(For Students) Completing Career Discovery
Searching for individual colleges
View all 12
Tracking Your Progress
9
[For Students] Managing Your Activities
(For Students) Adding Interests, Awards, and Extracurriculars
(For Students) Using the Course Planner
(For Students) Uploading Documents to your Document Locker
Accessing Document Locker Files (Student View)
View all 9
Applying to College
13
Navigating "My Essays" (for students)
What does it mean to waive the right to view a recommendation?
How to change the status of a college application
(For Students) Linking the Common App to Overgrad
(For Students) Request Counselor Recommendation
View all 13
Financial Aid & Scholarships
4
(For Students) Navigating Financial Aid Tracking
Comparing Financial Aid Award Letters
How to add financial aid letter data to Overgrad
(For Students) Search, follow, and track Scholarships
FOR COUNSELORS & EDUCATORS
Getting Started
6
Signing up as an educator with a school or district
Overgrad Onboarding Checklist
Resetting a forgotten password (for educators)
Downloading classroom materials and lesson plans
Using "My Future" With Students - A Sample Scope and Sequence
View all 6
Educator Accounts
7
Changing your password when you are logged in
Creating educator accounts at your organization
Deleting educator accounts
Changing Educator Access and Permissions
Updating your Educator Notifications
View all 7
Managing Students
19
Changing a student password as an educator
Creating a spreadsheet to bulk upload students
Creating an individual student account as an educator
Deleting a student account
Bulk uploading student accounts using a spreadsheet
View all 19
Data Imports & Integrations
8
Downloading and analyzing upload errors
Uploading GPAs in bulk
Uploading test scores in bulk
Creating a spreadsheet for test scores - bulk upload
Creating the spreadsheet for bulk uploading GPAs
View all 8
Monitoring & Reporting
13
[For Educators] Exporting Activities Data Using Custom Reports
Milestone Reporting
Creating and editing reports
Report Building Best Practices
Using Rollup Fields and Customized Student Lists
View all 13
Exploration & Planning Tools
8
Admissibility Categories, Explained
Admissions Insights - How it Works, Information Reported, and Recommended Use
Creating, Adding, and Deleting Institution Tags
Custom Fields for Applications
Supporting Students with Essays
View all 8
College Applications & Common App
2
Application Manager Settings
Pausing Student Applications and Document Requests
eDocs
11
(For High Schools) How to upload and send Documents to Universities.
How to upload a letter of recommendation without an Overgrad account
How to upload a letter of recommendation with an Overgrad account
How to send a letter of recommendation to a university or college
How to upload your school profile and automatically attach it to transcripts
View all 11
Communication & Outreach
6
Sending Mass Messages in Overgrad as an educator
Tasks in Overgrad: Adding, Viewing, and Exporting
Assigning Tasks, Adding Notes, and Sending Messages in Bulk
Interactions: Adding, Editing, Deleting, and Exporting in Overgrad
Interactions: Creating, Applying and Deleting Tags
View all 6
Financial Aid & Scholarships
4
Financial Aid Tracking for FAFSA Alternatives
Financial Aid Glossary
Creating Scholarships
Editing, Duplicating, and Deleting Scholarships
Milestones
5
Customizing and Navigating Milestones for Educators
Managing Milestone Plans
Developing Milestone Plans
Milestones: Dashboard and Reporting
Transition Milestones
Events
4
Events: Creating an Event
Events: Adding Forms to an Event
Events: Registration & Attendance
Rep Visits: Set-up and Management
Programs
3
Creating Programs
Editing Programs
Exporting List of Followed Programs & Statuses
Course Planner
5
How to delete courses as an educator
How to build a spreadsheet for importing courses
How to edit a course
How to add an individual course
How to set Course Requirements
FOR ADMINISTRATORS & DATA LEADS
Data Management
4
SIS Integration
Pulling Data from CCGI / California Colleges
Trek AI Chatbot — Student Safety & Privacy Overview
Is my data secure?
Reporting
0
FOR PARENTS & GUARDIANS
Getting Started
3
Accessing Overgrad as a parent/guardian
Resetting a forgotten password (for parents)
(For Parents and Guardians) Navigating Your Overgrad Dashboard
Supporting Your Student
2
(For Parents & Guardians) Viewing and Registering for Events
Using Overgrad's college search features with your student(s)
FOR UNIVERSITIES & COLLEGES
Rep Visits
1
(For Universities) Rep Visits through Overgrad
eDocs
1
(For Universities and Colleges) Downloading Transcripts and Letters of Recommendation
FOR NEW YORK CITY PUBLIC SCHOOLS (NYCPS)
Future Ready NYC (FRNYC)
9
Overgrad and FRNYC Overview
Identify FRNYC in Overgrad
View, Add, or Remove Student FRNYC Status
FRNYC Student Requirements for Overgrad
Monitor Career Survey completion for FRNYC students
View all 9
STARS Milestones
3
STARS Milestones Integration Overview
STARS Fields
STARS Experiences
FOR ALUMNI SUCCESS
Alumni Tracking
9
Alumni Milestones (for Overgrad Success)
Enrollment Terms and Calculations Explained
Managing Manual Enrollments
Sending Text Messages
Importing Interactions
View all 9
Alumni Reporting
4
Alumni Persistence Report (Example)
Alumni Completion Report (Example)
Alumni Transition Report (Example)
Alumni Support Report (Example)
FOR CBOs & IECs
CBOs
0
IECs
0
Archive
Parent Accounts
0
Parent FAQs
0