Standard Recommendation Form

Slate delivers an out-of-the-box process that allows an applicant to request a reference from a recommender within the Slate-hosted application. This reference form allows the recommender to submit a letter of recommendation that is uploaded to the application record in Slate.

To test the recommendation process administratively:

  1. Impersonate a test applicant and add a recommender in the Slate-hosted application.
  2. Once the recommendation has been added to the application, go back to the record and select the appropriate application tab.
  3. Select the recommendation and select Edit. This will open the default recommendation form.


Upon selecting "Send to Recommender" within a Slate-hosted application, Slate automatically sends an email to the recommender listed. Included in this email is a recommendation link that is unique to both the application and the recommender.

Be aware that this link expires after one of the following occurs:

  • The applicant manually "Excludes" a recommender from consideration.
  • 24 hours after the recommender has submitted their unique recommendation form.
Was this article helpful?
5 out of 7 found this helpful