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Slate Knowledge Base
Admissions & Enrollment
Admissions & Enrollment
Getting Started
Slate Implementation Phases
Phase I: Preparation
Phase II: Slate Implementation & Roadmap
Year One & Beyond (Phase III)
Support Resources
Best Practices for a Successful Implementation
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The Slate Environment
How to Troubleshoot
Tips to Optimize Slate for Efficiency
Applications
Getting Started with Applications
Application Structure
Slate-Hosted Application
Checklists
Status Page
Application Record Automations
Reading and Reviewing
Decision Release
💻 Webinars
Communications & Outreach
Overview
Configuring a Message
Email
SMS
Voice
Video
Social Media
Form Communications
Drip and Dynamic Content
Print & Real World
Delivery Statistics and Analytics
Inbox & Email Forwarding
Opt-Out
Branding
💻 Webinars
Data & Document Management
Importing Data
Exporting Data
Importing Documents
Exporting Documents
Materials
Consolidating Records & Matching Criteria
Source Formats
SFTP
Web Services
Suitcase / Briefcase
💻 Webinars
Data and Document Management Overview
Events & Interviews
Events
Online Events and Webinars
Interviews & Appointments
Trips & Travel
Related Events
Managing Registrations, Waitlist, & Capacity
Event Communications
Calendar Integrations
💻 Webinars
Event Mobile Passes & Badges
Fields and Prompts
Standard Fields
Custom Fields
Prompts
Translation Codes
💻 Webinars
Forms
Form Basics
Form Properties
Form Palette & Mappings
Form Communications
Conditional Logic & Dynamic Configuration
Use Cases & Examples
💻 Forms Overview
Integrations
Application Sources
Athletic Recruiting
Credential Verification & Evaluation
Search
Test Scores
Video Interviews
Other
Payments
Getting Started with Payments
Slate Payments
External Payment Processors
Payment Transactions
💻 Webinars
Portals
Getting Started with Portals
Designing a Portal
Portal Components
Portal Properties & Configuration
Custom Portals
💻 Webinars
Express Portals
Productivity Tools
Getting Started
Cycle Prep
Projects & Tasks
Auditing Resources
Share Screen
Slate Scholar Custom Content
Test Environments
Real-Time Presence Chat
Slate Data Dictionary
Queries, Reports, & Analytics
Queries
Reports
Analytics
💻 Webinars
Records
Getting Started with Records
Custom Tabs
Interactions & Activities
Profile
Relationships
Customizing Records
Entities
Person Record Automations
Research
Datasets
💻 Webinars
Rules & Automation
Getting Started with the Rules
Staff Assignment Automations
Origin Groups & Sources
💻 Webinars
Dataset Index/Header Rules - Customizing Dataset Record Search Criteria
Application Priority Rules
Users & Permissions
User Access
Object Access
Record Access
💻 Webinars
Database Security & Privacy
Security
Data Privacy
