Application Sharing Settings
  • 13 May 2024
  • 6 minute read
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Article Summary

🔑 Required Permission

Security Administrator

This guide is a general overview of application sharing settings for Slate clients. Application data is shared only with enrolled high schools.

Access Application Sharing Settings

To access Application Sharing Settings:

  1. From the main navigation, select Database.

  2. From the Configurations section, select settings. 

  3. When your request is approved, modify the aspects of your application data you choose to share with counselors using 

  4. Customize rounds, statuses, checklists, materials, and decisions. You can also see if rounds and statuses are being shared. This is an opt-in model, where you designate what you want to share. You can change these settings at any time. School counselors can view the application data and decisions that you opt-in to share in

💻 Webinar: End of Cycle Tasks

This webinar gives an overview of the data-sharing settings for colleges and universities to activate and update in their database. We will discuss what each section means and how it impacts the high school counselor and the student.


This webinar shows UI that is out of date, but the material remains the same.


This tab shows whether your institution shares application data with Click each link to see which rounds or statuses are being shared.



If your institution has not enabled data sharing, a warning icon appears.



An application can only be shared if its application period is configured as active. All application rounds that are eligible for sharing appear in the Rounds section. By default, no application rounds are shared. 

Select a round in the table to designate which application rounds should be considered for sharing. Shared rounds will default to the top of the list.


Configuring round-sharing settings

  1. Select a round.

  2. Configure the following settings:

    • Share:  Choose whether or not to share applications in the application round with school counselors using

      • With sharing enabled, the following options appear:

        • Shared Name: Enter the name of the round that counselors in will see when viewing the application.

        • Applicant View Name - Enter the name of the round you want applicants to view. 

        • Application Deadline : Enter the application deadline users see when viewing the application.

        • Any filters you may want.

  3. Click  Save.



Once you've designated the shared Application Rounds, visit the Statuses section. Here you can designate the applications shared by application status in those rounds. By default, no application statuses are shared.

Click each status in the table to designate those to be considered for sharing.

You can also see which statuses are missing.


Configuring application status-sharing settings

  1. Select an application status.

  2. Configure the following settings:

    • Share: Choose if you would like to share applications with this application status with school counselors in

      • With sharing enabled, the following options appear:

        • Shared Name : Enter the name of the status that counselor users see when viewing the application data.

        • Applicant View Name : Enter the name of the status that student users see when viewing the applicant data in their application tracker.

        • Status Type:  Select the applicant status category. 

  3. Click  Save.

Rounds and Application Statuses work together. The applications that will be viewed in are those with a 'Shared' combination.

For example, suppose the Application Status of Awaiting Materials is "Shared" and the 2022 Regular Decision Round is "Shared". In that case, only applications in the 2022 Regular Decision round with a current Application Status of Awaiting Materials appear. Once the Application Status of these applications changes, they will no longer appear unless the other statuses are set to "Shared."


In the Checklists section, you can share applicant checklists with school counselors. By default, checklists are not shared. Your preference is selected by clicking  Update within the Checklists section. 


Sharing the checklist with institutions will share the entire checklist. The checklist names and statuses will appear in exactly as they appear on the applicant's status page. 


The Materials section shows a list of all of your material types in Slate. You can grant school counselors the ability to upload specific materials on behalf of applicants. Your institution may receive these materials and associate them with applicant records in Slate. By default, no materials are shared.

Configuring materials sharing settings

  1. Click a material type in the list to designate the materials that counselors should be able to upload. 

  2. Configure the following settings:

    • Share Choose whether or not you would like to make a material type available for counselors to upload on behalf of the applicant.

      • With sharing enabled, the following options appear:

        • Shared Name : Enter the name of the document type that users should see when uploading materials.

  3. Click Save.

Batch Acquire Materials

At the top of the materials list, you'll find Generic Material sent directly to Batch Acquire. This option allows school counselors to upload materials for material assignments in Batch Acquire. 


Clicking this Generic Material will enable you to update the Material Share and Shared Name settings. Materials uploaded to this generic material type are sent directly to Batch Acquire. The appropriate record is pre-selected when viewing these materials in Batch Acquire. You can also use this option exclusively to review every uploaded document in Batch Acquire.


Batch Material

School counselors can have the ability to upload specific material types to a person record rather than to a specific application. These materials will not be enabled for acceptance from institutions by default.

Configuring batch acquire mapping settings

  1. Select a material type to designate whether or not you wish to accept these materials from

  2. Configure the following settings:

    • Map Material : Choose whether or not you wish to accept the material from school counselors.

      • With accepting enabled, the following options appear:

        • Map Material : Map the material to the material type in Slate.

        • Send to Batch Acquire:  This sends the material uploaded through directly to Batch Acquire for assignment.

  3. Click  Save.

School counselors can see the batch-uploaded materials your college or university accepts. They will also see the batched documents they have uploaded:

Batch Material Counselor View


In this section, determine the released decisions you would like to share with school counselors. By default, no decisions are shared.


Configuring decision-sharing settings

  1. Select a decision from the list to update.

  2. Configure the following options:

    • Share : Choose whether or not you wish to share a released decision with counselors.

    • With sharing enabled, the following options appear:

      • Shared Name : Enter the name of the decision that you would like the counselor to see.

      • Decision Type: Specifies the Decision Type that the decision represents.

      • Decision Status : Determine if the decision will be shared when released or when the applicant has viewed it in the online status portal. By default, this is set only to be shared if viewed by the applicant in the online status portal first.

      • If Decision Status is set to Share all decisions that have been released, the Delay from Release setting appears:

        • Delay from Release (Days): This setting allows you to add a delay so that the decision is not immediately shared upon release. The example above would enable the decision to appear in seven days after the release date of that decision.

  3. Click  Save.

Example of the Counselor's view of a shared decision in

Counselor View of Decisions

Decision Status for Applicants

Update this setting to notify students in that a decision is waiting for them in their application status portal. 

Share Released Decision Notificatino with Students


In this section, configure additional settings that are important when using


Application Sharing Settings

  • Application Sharing: Indicates whether application sharing is turned on.

  • Applicant Single Sign On: Colleges and universities can enable student single sign-on (SSO). Enabling SSO allows students to securely log in to their application status page using their credentials.

Student Profile Import Settings

Undergraduate Slate databases include an active Student Profile Data source format by default. This source format imports data shared with your institution by students enrolled in Activate or deactivate student profile sharing here.


Preview Record

This allows you to type in a specific applicant's name to view how their applicant data and checklist would appear in based on the current application sharing settings.

Testing Preview Record


View the list of all eligible applicants to share based on current application settings.

Round Filters

Consider adding a filter to a shared round to test application sharing with a counselor at a specific school. This can provide a great opportunity to test and receive feedback from a school or two before sharing all eligible applications. 

Round Filters

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