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...

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...

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...

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 ...