--- title: "Configuring Document Export Materials" slug: "configuring-document-export-materials" updated: 2026-02-16T22:56:09Z published: 2026-02-16T22:56:09Z --- > ## Documentation Index > Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt > Use this file to discover all available pages before exploring further. # Configuring Document Export Materials For Slate materials to be included in a Document Export query, certain configurations are required. Custom materials and Slate system materials are configured differently. ## Configuring Custom Materials Custom materials must have an export value configured. For example: [![Edit Record in Materials](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/lc5hhox0uo45uehk0kamceclip9.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/lc5hhox0uo45uehk0kamceclip9.png) The existence of an **Export Value** for a custom material allows the item to be included in a Document Export. The Export Value should be the material code expected by the external system. Other materials that have an Export Value configured will also be included in the Document Export if those materials exist for a record. ## Configuring System Materials The majority of Slate system materials are not immediately available in the materials configuration tool. System materials require special configurations in order to be included in a document export. An example is a decision letter. Review each system material type below and configure the **Export Value**that is expected by the external system when including these materials in a Document Export. *The export values listed below are examples and do not need to be recreated exactly.* > [!TIP] > ⭐ Best Practice > > When configuring system materials, set the status to **Inactive** and append **(For Doc Export)** to the name. This ensures users will not inadvertently upload documents to this material type. > [!CAUTION] > **🔔 Important: Do not upload materials to these keys** > > These material keys are reserved for exporting system documents **only**. Do not choose these keys when uploading a new material. If you intend to use this material for an export/import process, be sure to create a separate non-system custom material to import to. | System Material | Example | Configurations | | --- | --- | --- | | **Any Decision Letter** | [![12](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/g97i2r6b8eykvqb5m50qkgmceclip12.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/g97i2r6b8eykvqb5m50qkgmceclip12.png) | The [Decision Code](/v1/docs/decision-codes#decision-code-settings) must be set as "[Printable](/v1/docs/download-and-print-decision-letters)" and the decision marked as [released](/v1/docs/releasing-decisions) on the record in order for the letter to be included in the export. **Important!:**Adding this material prevents the use of the "Specific Decision Letter" materials. If you need to filter on specific decision letters, remove the "Any Decision Letter" material. | | **Specific Decision Letter** | [![13](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/tnrhmpwd0qkp3tgofnnmgmceclip13.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/tnrhmpwd0qkp3tgofnnmgmceclip13.png) | Append the material key for the specific decision code to include decision letters associated with that decision code. The decision code must be set as "Printable" and the decision marked as released on the record in order for the letter to be included in the export. *For example, if the Admit decision code is configured with an AD code, a material with the****sys:decision_AD****key will export letters associated with the Admit decision code.* | | **Slate-Hosted Automapped Application** or **Mapped application.pdf** | [![14](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/2ahwdf6vekgefkezkegpgmceclip14.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/2ahwdf6vekgefkezkegpgmceclip14.png) | This excludes Application Creation forms (see *Form/Event/Interview Registration* below). | | **Reference for Slate-hosted Application** | [![15](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/zs50koyuegfxjvpxe0tcqmceclip15.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/zs50koyuegfxjvpxe0tcqmceclip15.png) | | | **Custom-mapped PDF***(e.g. Dashboard)* | [![16](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/ezi49phmaeek1ooqtkra7gmceclip16.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/ezi49phmaeek1ooqtkra7gmceclip16.png) | Append the file name of the custom PDF in the File Editor tool, excluding the .pdf extension and the file path. *For example, if the custom PDF has the following file paths:* */apply/****dashboard****.pdf* */apply/RD/****dashboard****.pdf* */apply/TR/****dashboard****.pdf* Configure the key for the material as: **sys:application_dashboard** | | **School Report** | [![17](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/edch1g6qekker6tt83miwmceclip17.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/edch1g6qekker6tt83miwmceclip17.png) | | | **Reader Review Form** | [![21](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/legao5x23eckb1vyshzhnqmceclip21.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/legao5x23eckb1vyshzhnqmceclip21.png) | When editing a **form**, click **Edit Properties** to configure the form's export value. Append the **material key** with the **Form Export Value** to associate the Form to the Material: [![0](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/divhizddhkeslfqfg3njyamceclip0.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/divhizddhkeslfqfg3njyamceclip0.png) IMPORTANT The material key must include: **sys:form_**in order to export Reader Review forms only. | | **Form Registration** **or** **Event/Interview Registration or** **Application Creation forms** | [![5](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/icjkwpi0gacv43to1fqmceclip5.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/icjkwpi0gacv43to1fqmceclip5.png) | When editing a **form**, click **Edit Properties** to configure the **form's export value**. [![1](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/hp3maenxgkawgahxmemeugmceclip1.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/hp3maenxgkawgahxmemeugmceclip1.png) Append the **material key** with the **Form Export Value** to associate the Form to the Material. **IMPORTANT** The material key must include: **sys:event_** After the underscore, add the form export value. The material key should look similar to the following example: **sys:event_AppFrm1** | > [!CAUTION] > 🔔 Important > > Only the materials listed above should have the special **sys:**key prefix. > > - **Do not use this key for any other material key prefix** - it will not replicate the same inherent functionality that relates to standard system materials (such as Transcript (Official) and Transcript (Copy), which were delivered out of the box when the database was provisioned). > - **Do not use** the **sys:**key prefix for *any* custom transcript materials. System transcript materials may be included in a document export by adding export values to the existing material types (do ***not***append the key or inactivate the status): | System Material | Add export values to the existing material: | | --- | --- | | **Transcript (Copy)** | ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Screenshot 2025-11-18 at 2.49.50 PM.png) | | **Transcript (Official)** | ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Screenshot 2025-11-18 at 2.55.45 PM.png) |