Configuration keys are used to establish a global setting for your entire database. Generally, each configuration key is set once and not changed unless a change in an institutional need is required. You can access your configuration keys menu unde...

Early Access Features configuration keys are occasionally used when new features are made available within Slate. Rather than being automatically enabled within all Production environments, database managers have the ability to enable these new fe...

🏔️ Summit 2024 Feature Change up your interface theme with a click. Interface themes include Legacy and Modern user interfaces. Change your theme To change your interface theme: Hover over the User Icon at the top right of...

Modern UI themes give you access to User Dashboards on every Slate page. User dashboards support exports that can be used as merge fields. Accessing user dashboards In any Modern UI theme, user dashboards appear in the Featured tab . select ...

Slate allows for the manipulation of one or more objects at a time using Batch Management . Using batch management Batch management works differently depending on where you are in Slate: In some functional areas, you can access batch managem...

Slate supports all modern browsers and platforms. As a modern web application, Slate, like other modern systems, does not support archaic browsers. When a user accesses Slate through a browser that is currently unsupported, a message will be display...

The Slate Mobile app (available in both Apple App Store and Google Play Store) is not required to use Slate but provides additional device enhancements for staff, including barcode scanning for event check-ins. Logging into the Slate Mobile App ...

Slate users can enable push notifications by selecting specific types and locations to receive them. When selected, Slate will push a notification as a banner alert to the user's desktop or mobile device. To access the push notifications setting:...

In Slate, you can create online events that use share meeting functionality. However, there may be times when you don't require a full-on event but need to meet with a single person or group. For instance, imagine that a colleague that resides in ...

Slate's Share platform allows screen sharing to be accessed with a mobile device.  Slate also provides the ability to host online events with its Share webinar platform, allowing attendees to tune in to a webinar from mobile devices and access...

The Cycle Prep status page displays for institutions that have gone through the Slate implementation process and have released decisions, or have otherwise completed an admissions cycle within Slate. The Cycle Prep status page provides a list of re...

Cycle Prep is the regular and ongoing process of making sure that all Slate-based operations will remain effective during the next admissions cycle or business year. Slate Stewardship is an expanded and elevated approach to Cycle Prep that include...

Slate Scholar Classroom allows the building of courses or tutorials that can be used for group or self-guided training. Each course is made up of lessons that can take the user to a specific page in Slates and displays content that describes that pa...

Your staff can create Slate Scholar materials and upload them into Slate. Use this to help inform your staff of specific data points or processes unique to your office. In the following example, we will insert a sample file that can be found when us...

Slate provides real-time access to its current data dictionary, which may be downloaded and viewed.  To view the data dictionary: Select Database on the top navigation bar and select Standard Query Library . Select Slate Data Diction...

🏔️ Summit 2024 Feature Slate AI brings a suite of productivity-boosting features to your fingertips, including: Task generation An advanced Knowledge Base search Insights about the record you’re looking at Accessing Slate AI T...

Presence Chat allows Slate users who are looking at the same page to chat internally with each other from within Slate. When another user is viewing the same internal Slate page, you will see an avatar. To chat with this user: 1. Click on...

There are numerous tools available to you within your Slate database that can help you troubleshoot behaviors and better understand Slate. Rules Rules Health Check Rules Preview Actions Rule Log Imports and Exports Job Activ...

New fields and prompts not appearing in your database? Refresh these four cached values to get immediate access.