You can display applicant data in the Reader in a variety of ways, including: Data containers Data containers let you use Configurable Joins to pull varying data points and documents into one place in the reader. 📖 Data containers Reader...

Data containers render records and related data for display in Workflows. Data containers can incorporate data, documents, or a combination for a given object type. What is a data container? Data containers dynamically display field data, like...

Embedding portals in the Reader lets you use conditional logic, tables, and Liquid markup to improve the reader experience. Reader portals are best for displaying, as opposed to updating, data. If your readers need to update a record, use Reader R...

You can display data from a Slate-hosted application or form response in the Reader with a custom PDF . They can also be used to display the data from an application form widget like the address, reference, or school widget. Custom PDFs ca...

Auto PDF is a data visualization tool in the Reader that generates PDFs from applicant data. That data can come from an application, reader evaluation forms, registration forms, and other sources. Why use Auto PDF? Time-Saving: ...

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...

Custom and standard fields can be mapped in the PDF Editor and using merge fields. Any items not available in these areas can be added by creating a merge query . Creating the merge query Go to Queries / Reports . Select New Query . ...

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 le...

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, ...

⚠️ This article is about a legacy tool. The information in this article only applies to the legacy Reader . For information on Dashboards with the modern, Workflow -based Reader , see Dashboards . Reader Dashboard queries can be created vi...