Administrative PDF downloads are preset groups of materials, and are designed to allow Slate users to easily download an application "bundle" in a web browser. These are downloaded directly from the student record or using Query Builder.

• Admin PDF downloads are set up within Reader Tab Groups and Reader Tab Materials. Using these options, a specific order for documents included in the package can be defined. 

• The admin PDF download groups appear in the "Insert Part" selector when selecting the "Download PDF" link from the application record view, or when selecting the "PDF Document Export" output from a query run. 

• Admin PDF downloads are typically more suitable for smaller, ad-hoc document downloads.

Document Export queries are generally intended for exporting documents to an external document management system (for example, OnBase, ImageNow, or Docfinity).

• Document exports can be created in Query Builder using document export resources available in the Slate Template Library.

• The documents can be packaged in one of three ways: in a zip archive with an index file, in a zip archive with the index keys included in the file name, or with every document included in a single PDF. 

• This method is suitable for larger document downloads on a regular or scheduled basis.

Export one PDF for each:

Applicant

Material/document (multiple files per applicant) using the Document Export (Application) query base

Supports custom PDFs created using Reader Tab Materials

Yes

No

Supports combined PDF of all documents in export

Yes

Yes

Supports Index File

No

Yes

Supports custom file names and sub-folder creation within the zip file output

No

If using zip format,
the naming convention is: Student Last, First (REF).pdf

Yes

See Customizing Document Export File Names for Scheduled Exports for more information.

Order of documents/materials may be defined

Yes

No

Ability to Schedule Job Runs

No

Yes