Admissions & Enrollment

Getting Started

• Assembling the Core Slate Team
• The Roadmap
• Three-Tier Support Structure
• Best Practices for a Successful Implementation
• Slate Implementation FAQs

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

• Getting Started with Data and Document Management
• Importing Data
• Exporting Data
• Importing Documents
• Exporting Documents
• Materials
• Consolidating Records & Matching Criteria
• Source Formats
• SFTP
• Web Services
• Suitcase / Briefcase
• 💻 Webinars

• Tips to Optimize Slate for Efficiency

Events & Interviews

• Events
• Online Events and Webinars
• Interviews & Appointments
• Trips & Travel
• Related Events
• Managing Registrations, Waitlist, & Capacity
• Event Communications
• Calendar Integrations
• 💻 Webinars

Fields and Prompts

• Standard Fields
• Custom Fields
• Prompts
• Translation Codes
• 💻 Webinars

Forms

• Getting Started with Forms
• Form Properties
• Form Palette & Mappings
• Transforming Form Data
• Form Communications
• Conditional Logic
• 💻 Webinars

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

Queries, Reports, Analytics

• Getting Started with Queries
• Query Exports & Filters
• Configurable Joins
• Reports
• Ping
• Voyager
• External Analytics Scripts
• Custom SQL
• 💻 Webinars
• Query (Legacy Articles)

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