Portals are primarily used to create custom sites that allow access to and interactions with Slate data, especially for constituents who may not have designated Slate user accounts. That said, portals functionality can also be extended to the Slate ...

Data containers organize records and their related data to be displayed in Workflows. Data containers can incorporate data, documents, or a combination for a given object type. What is a data container? Like Auto PDF ,  data containers dynam...

Workflows offer a convenient and efficient solution for automatically generating PDFs for items submitted in Slate, such as a Slate-hosted application or reader evaluation forms, form registrations, and more. With the auto PDF option, you can easil...

Create a custom PDF that consolidates some of the most important applicant information onto a single page (a dashboard): Uploading a PDF to Slate Design the dashboard PDF outside of Slate. You might use a program like Word to design...

To display a superscore on a Reader dashboard: Click Database in the top navigation bar and select Slate Template Library Add the export(s) to a Merge Query Finally, map the name of the export(s) to a Reader Dashboard or custom PDF. ...

A cluster report can be configured to display on any Reader Tab Group configured with the type Materials . Cluster reports can share a tab with other items, and, like other types of materials, filters can be used to restrict its display. Order clu...

System fields, including custom and standard fields, are automatically available to map in the PDF Editor (located within the File Editor in Database) and through Merge Fields (located within Database). Any items that are not available in these area...

If you find yourself setting the same filters in the Reader, consider creating Presets. Presets also allow you customize the data columns that appear: 🔔 Important! The procedures described in this article refer to bins created using the lega...

By default, the Browse screen in the Reader will display name, bin, and reference number as the data columns: You may customize the data columns that appear in this view. For example, your application results may look like this: Create C...

Once a reader review form has been completed, by default, it can be previewed from a few different areas in Slate. In addition to the default methods of displaying a completed reader review form, additional methods can be considered. For instance, ...

Reader Dashboard queries can be created via the Query Builder, and can be configured to view read-only data in the dropdown panel when reading an application.  Creating the Query Click Queries / Reports in the top navigation bar. ...