Guidance

Getting support for ESFA Information Exchange

Updated 1 April 2021

This guidance was withdrawn on

This page has been withdrawn as ESFA Information Exchange has been replaced by a . Read our .

Applies to England

1. We鈥檙e closing ESFA Information Exchange

ESFA Information Exchange will no longer be accessible after Friday 30 April.

A new is now live.

We鈥檝e automatically given ESFA Information Exchange users access to the new service.

We鈥檝e also uploaded any 2021 to 2022 academic year documents to it.

1.1 What ESFA Information Exchange users need to do

ESFA Information Exchange users should now:

  • access the using their existing DfE Sign-in credentials
  • follow the steps on the in the unlikely event of any access issues
  • read the for information about how to use it
  • use the new service to view, manage and submit documents, rather than ESFA Information Exchange
  • view, download and save any older documents they wish to keep from ESFA Information Exchange before 23:59 on Friday 30 April 2021

Any documents not downloaded and saved before 23:59 on Friday 30 April 2021 will no longer be accessible from ESFA Information Exchange.

1.2 Contact us

If you need help with DfE Sign-in, .

If you have any other questions, please .

2. Access

You can access through the Department for Education DfE Sign-in system.

ESFA Information Exchange is a secure, online system. It provides a single place for academies, 16 to 19 providers, high needs providers and local authorities to do business with Education and Skills Funding Agency (ESFA) in a more effective and efficient way.

If you would like to create a new DfE Sign-in account, please visit the create a account page.

If you have any problems accessing ESFA Information Exchange, please follow the instructions in this guidance.

3. Password reset

If you need to reset the password to your DfE Sign-in account you can select the 鈥榝orgotten password鈥� link on the log-in screen and you鈥檒l receive an email with a link to resolve the issue

4. Add a new user

Each organisation has an . This includes the ability to add ESFA Information Exchange to user profiles. To ask for an additional account please contact your organisation鈥檚 approver.

If you鈥檙e unsure who the approver is for your organisation, please speak to the head of your organisation.

5. Transfer approver rights

There are 2 types of user accounts in DfE Sign-in: 鈥榓pprovers鈥� and 鈥榚nd users鈥�.

Approvers can create, amend, delete and manage user accounts. This includes password resets and the ability to add ESFA Information Exchange to user profiles.

Approvers can to another colleague by logging into DfE Sign-in and click on the 鈥楾ransfer Permissions鈥� button at the bottom of your details. This will then produce a list of all active accounts within your organisation.

To transfer your approver rights to one of these accounts, ensure the radio button (black dot) is aligned with the account you鈥檙e transferring the permissions to. You will then need to answer the security question.

6. Activate a DfE Sign-in account

6.1 Academies

All new academies are automatically set up as an establishment in DfE Sign-in. This normally happens within 2 weeks of opening. At the same time we will set up an with access to all applications and send the approver an activation email. To activate your approver account, please follow the instructions in the email and click the link only once.

6.2 Post-16 institution

We send a letter to all post-16 institutions being considered to receive ESFA funding. This sets out useful information about working with ESFA, including information about accessing ESFA Information Exchange.

At the same time, we will send you a 鈥楴ew Institution Registration Form鈥�. You will need to complete this form for the DfE Sign-in service desk to set up a new The DfE Sign-in service desk will also provide you with access to the post-16 portal.

7. FAQs

Once logged into DfE Sign-in, you should see a link to ESFA Information Exchange on the DfE Sign-in landing page, under 鈥榊our Applications鈥�.

If you鈥檙e unable to see the link to ESFA Information Exchange once you are logged onto DfE Sign-in, you should contact your organisation鈥檚 approver who will be able to fix this for you.

If you don鈥檛 know who your approver is please submit a Select 鈥榰sing a DfE service鈥�, then select 鈥業nformation Exchange鈥� and choose the most appropriate option.

Document Exchange: unable to see old files

We automatically removed files in Document Exchange 13 months after the date of upload. Please do ensure you download and save any files you need before they expire.

Document Exchange: unable to see correct folders

If you have both an academy and a multi-academy trust log-in, please ensure you鈥檙e logged into the correct account. You won鈥檛 be able to see trust folders if you鈥檙e logged in as an individual academy.

If this doesn鈥檛 apply to you, or you still can鈥檛 see the provider folders that you expect in Document Exchange, please let us know using our

Accessing technical support

If you need technical support using ESFA Information Exchange or DfE Sign-in, please raise a

If you have a non-technical enquiry please use our Please note that the ESFA enquiry service is unable to service technical requests for DfE Sign-in, so any technical questions must be submitted using a form so they can be resolved by a specialist team. Please do not send DfE Sign-in requests using the enquiry form.