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Materials
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Materials
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Materials Overview
A Slate Material is any document that needs to be stored with any record. Material types are used to categorize the various kinds of documents and store them a record. Some example Materials may include transcripts, letters of recommendations, and e...
Updated : 09 Nov 2023
Materials Settings
Materials Settings
Updated : 09 Nov 2023
Uploading Materials
Materials may be uploaded to the person's record in the following ways: Administratively Uploading Materials Once a Material type has been created in Slate, it's possible to upload documents from the Materials tab on a pers...
Updated : 25 Apr 2024
Material Metadata
The material metadata setting for materials enables associating a form with a material, and this form can collect information related or not related to the material. This process is useful when processing and performing data entry on incoming docume...
Updated : 13 Nov 2023
File-Based Materials
Slate can preserve the file contents when uploading materials. For example, you can upload a PowerPoint presentation as a .ppt document and Slate will preserve the format. When uploading materials, select the Source opti...
Updated : 21 Mar 2024