# Technolutions

> Knowledge base documentation for Technolutions.

## v1

- [Start Here](https://knowledge.technolutions.net/docs/start-here.md): Begin your Slate journey with an overview and guidance on navigating the Getting Started section.
- [How Long Does a Slate Implementation Take?](https://knowledge.technolutions.net/docs/implementation-timeline-considerations.md): Your questions about the Slate implementation timeline, answered.
- [Preparation Step 1: Establishing Your Team](https://knowledge.technolutions.net/docs/preparation-step-1-establishing-your-team.md): Form your Slate team and steering committee to kickstart the implementation process.
- [Preparation Step 2: Getting Slate Certified](https://knowledge.technolutions.net/docs/preparation-step-2-getting-slate-certified.md): Continue your preparation for Slate for Admissions implementation by getting your team Slate Certified.
- [Preparation Step 3: Reviewing Current Processes](https://knowledge.technolutions.net/docs/preparation-step-3-reviewing-current-processes.md): Analyze and document your existing processes to ensure a smooth transition to Slate.
- [Implementation Checklist](https://knowledge.technolutions.net/docs/implementation-checklist.md): Download the Slate for Admissions Implementation Checklist to track your team's progress.
- [Roadmap Step 1: Slate Essentials](https://knowledge.technolutions.net/docs/roadmap-step-1-slate-essentials.md): Set up foundational configurations in Slate, including users, permissions, and branding.
- [Roadmap Step 2: Outreach](https://knowledge.technolutions.net/docs/roadmap-step-2-outreach.md): Implement communication strategies using Slate's Deliver tool to enhance engagement.
- [Roadmap Step 3: Historical Data Migration](https://knowledge.technolutions.net/docs/roadmap-step-3-historical-data-migration.md): Learn how to import and manage historical data during your Slate for Admissions
 implementation.
- [Roadmap Step 4: Processing Applications](https://knowledge.technolutions.net/docs/roadmap-step-4-application-and-reader-processes.md): Configure application processing workflows, including reviews and decisions, within Slate as part of your implementation process.
- [Roadmap Step 5: Integrations](https://knowledge.technolutions.net/docs/roadmap-step-5-integrations.md): Explore how to integrate Slate with your institution's SIS and other external systems as part of your Slate for Admissions implementation.
- [Roadmap Step 6: Reporting and Wrap-up](https://knowledge.technolutions.net/docs/roadmap-step-6-reporting.md): Finalize your Slate for Admissions implementation with reporting setups and preparation for go-live.
- [Configuring the 4 Year & Graduate Admission Model Database](https://knowledge.technolutions.net/docs/customizing-your-turnkey-4-year-graduate-admissions-database.md): Enhance your 4-year and graduate admissions database with our comprehensive guide on customizing features for an optimized and personalized Slate experience.
- [Configuring the 2 Year/Community College Model Database](https://knowledge.technolutions.net/docs/customizing-your-turnkey-2-yearcommunity-college-database.md): Maximize your 2-year/community college database with our detailed guide on customizing preconfigured features and functionalities for a tailored user experience.
- [Configuring the K-12 School Admission Model Database](https://knowledge.technolutions.net/docs/configuring-the-k-12-school-admission-model-database.md): Enhance your 4-year and graduate admissions database with our comprehensive guide on customizing features for an optimized and personalized Slate experience.
- [Phase III: Year One and Beyond](https://knowledge.technolutions.net/docs/phase-iii-year-one-beyond.md): Reflect, iterate, and enhance your Slate processes beyond the first year of implementation.
- [An Introduction to Your Slate for Student Success Database](https://knowledge.technolutions.net/docs/an-introduction-to-your-slate-for-student-success-database.md): Explore the pre-configured functionalities of your Slate for Student Success database, including dashboards and workflows.
- [Before You Implement Slate for Student Success](https://knowledge.technolutions.net/docs/before-you-implement-slate-for-student-success.md): Preparations for Slate for Student Success implementation.
- [Student Success Implementation Strategies](https://knowledge.technolutions.net/docs/student-success-implementation-strategies.md): Best practices and time commitments for a successful Slate implementation in Student Success operations.
- [Navigating the Slate for Student Success Interface](https://knowledge.technolutions.net/docs/navigating-the-slate-for-student-success-interface.md): Learn to navigate Slate effectively using omni-search, user profiles, and the navigation bar for an optimized user experience
- [Stage 1: Initial Data and Process Considerations](https://knowledge.technolutions.net/docs/stage-1-initial-data-and-process-considerations.md): Begin your Slate transition by auditing current data and processes to align with institutional needs.
- [Stage 2: Populate Student Success Core Data](https://knowledge.technolutions.net/docs/stage-2-populate-student-success-core-data.md): Ensure accurate student records by importing core data elements into Slate during implementation.
- [Stage 3: Build Record and Process Architecture](https://knowledge.technolutions.net/docs/stage-3-build-record-and-process-architecture.md): Customize person record pages and create data elements to build Slate architecture.
- [Stage 4: Populate Secondary Data](https://knowledge.technolutions.net/docs/stage-4-populate-secondary-data.md): Add qualitative data to enrich student records in Slate after core data elements are in place.
- [Assembling the Core Slate Team](https://knowledge.technolutions.net/docs/getting-started-with-student-success-assembling-the-core-slate-team.md): Learn how to assemble a dedicated Slate Admin team to oversee implementation and training for sustainable business processes.
- [Student Success Implementation FAQs](https://knowledge.technolutions.net/docs/getting-started-with-students-slate-implementation-faqs.md)
- [Student Success Support Resources](https://knowledge.technolutions.net/docs/student-success-support-resources.md): Access a variety of educational materials and community support to enhance your Slate for Student Success implementation.
- [Considerations for Administering Student Success and Admissions in a Shared Database](https://knowledge.technolutions.net/docs/considerations-for-administering-student-success-and-admissions-in-a-shared-database.md): Explore best practices for administering both student success and admissions processes within a single Slate database.
- [Slate Spotlight: Student Success](https://knowledge.technolutions.net/docs/slate-spotlight-student-success.md): Discover how Slate supports student success efforts, including appointment scheduling and comprehensive communication plans.
- [Student Success Playbook: Financial Aid Award Letters](https://knowledge.technolutions.net/docs/playbook-financial-aid-award-letters.md)
- [Student Success Playbook: Early Alert](https://knowledge.technolutions.net/docs/early-alert-intervention-pipeline.md)
- [Assembling the Core Slate Team](https://knowledge.technolutions.net/docs/assembling-the-core-slate-team.md): Guidelines on selecting and empowering a dedicated team for successful Slate for Advancement implementation.
- [Navigating the Slate for Advancement Interface](https://knowledge.technolutions.net/docs/navigating-the-slate-interface.md): Comprehensive guide on navigating the Slate interface tailored for advancement professionals.
- [Advancement Support Resources](https://knowledge.technolutions.net/docs/advancement-support-resources.md): Access a wealth of resources and community support to enhance your Slate for Advancement implementation.
- [Step 1: Initial Data and Process Audit](https://knowledge.technolutions.net/docs/step-1-initial-data-and-process-audit.md): Begin your Slate for Advancement implementation by auditing existing data and processes to align with institutional needs.
- [Step 2: Populate Advancement Core Datasets](https://knowledge.technolutions.net/docs/step-2-populate-advancement-core-datasets.md): Learn how to import essential datasets, including person records, companies, foundations, and funds, into Slate for Advancement.
- [Step 3: Build the Record and Process Architecture](https://knowledge.technolutions.net/docs/step-3-build-the-record-and-process-architecture.md): Customize your Slate record architecture by creating custom fields, prompts, and entities for advancement operations.
- [Step 4: Populate Advancement Secondary Data](https://knowledge.technolutions.net/docs/step-4-populate-advancement-secondary-data.md): Enhance person records by importing secondary data such as jobs, schools, interests, and historical interactions.
- [Step 5: Establish Relationships](https://knowledge.technolutions.net/docs/step-5-establish-relationships.md): Define and import relationship types to accurately represent connections between records in Slate.
- [Step 6: Import Giving Elements](https://knowledge.technolutions.net/docs/step-6-import-giving-elements.md): Learn the sequential process of importing giving elements, including opportunities, pledges, planned gifts, and soft credits.
- [Step 7: Layer on Automations and Reports](https://knowledge.technolutions.net/docs/step-7-layer-on-automations-and-reports.md): After data import, enhance efficiency by setting up automations and constructing reports using configurable join bases.
- [Advancement Implementation Checklist](https://knowledge.technolutions.net/docs/advancement-implementation-checklist.md): Follow this detailed checklist outlining steps for successful Slate implementation in advancement and alumni offices.
- [Homepage Reports](https://knowledge.technolutions.net/docs/homepage-reports.md): Learn how to display custom reports, static content, and set permissions on your Slate homepage for personalized insights.
- [Customizing the Omni Search for Advancement](https://knowledge.technolutions.net/docs/customizing-the-omni-search.md): Optimize the Omni Search tool by customizing searchable data points to improve efficiency in advancement tasks.
- [Considerations for Advancement and Admissions in the Same Database](https://knowledge.technolutions.net/docs/considerations-for-advancement-and-admissions-in-the-same-database.md): Explore strategies for handling user, object, and record access when using Slate for both admissions and advancement
- [Customizing Views for Advancement](https://knowledge.technolutions.net/docs/customizing-views.md): Learn how to tailor data displays in Slate for Advancement by customizing views for gifts, queries, and more to enhance data management.
- [Advancement Implementation FAQs](https://knowledge.technolutions.net/docs/getting-started-slate-implementation-faqs.md)
- [Accessibility in Slate](https://knowledge.technolutions.net/docs/accessibility-in-slate.md): Slate ensures accessibility for all users by adhering to WCAG 2.0 standards, offering features like keyboard navigation, screen reader support, dark mode, and closed captions to enhance usability for individuals with various accessibility needs.
- [Resource Center (Formerly Home Slate)](https://knowledge.technolutions.net/docs/resource-center.md): Access Learning Lab courses, community profiles, user groups, webinars, and more through Home Slate, your hub for Slate community resources.
- [The Database Page](https://knowledge.technolutions.net/docs/the-database-page.md): Learn how to access and utilize the Slate Database page, the central hub for administrators to create, manage, and maintain various features and processes efficiently
- [The User Menu](https://knowledge.technolutions.net/docs/the-user-menu.md): Explore the User Menu in Slate, providing quick access to Featured links, Tasks management, Discovery search, Slate Scholar content, and Slate AI assistance.
- [Interface Themes](https://knowledge.technolutions.net/docs/interface-themes.md): Learn how to personalize your Slate interface by selecting from various themes, including Standard, Dark Mode, Twilight, and High Contrast options, to enhance usability.
- [User Dashboards](https://knowledge.technolutions.net/docs/user-dashboards.md): Put users on the same page with a database-wide user dashboard.
- [Projects & Tasks Overview](https://knowledge.technolutions.net/docs/projects-tasks-overview.md): Use projects and tasks to efficiently manage business processes and improve productivity in Slate.
- [Projects](https://knowledge.technolutions.net/docs/projects.md): Projects let you organize tasks in Slate. Create them from templates, automate reminder communications to staff, and control who sees which projects.
- [Tasks](https://knowledge.technolutions.net/docs/tasks.md): Get productive in Slate by creating tasks that can be assigned to users with deadlines and notes.
- [Push Notifications in Slate](https://knowledge.technolutions.net/docs/push-notifications-in-slate.md): Configure Slate to send push notifications to mobile and desktop when specific activities happen in your database.
- [Configuration Keys](https://knowledge.technolutions.net/docs/configuration-keys.md): Use the Configuration Keys section of your database to make changes to higher-level settings and unlock Early Access Features.
- [Early Access Features](https://knowledge.technolutions.net/docs/early-access-features-configuration-keys.md): Be the first to try new Slate tools with Early Access Feature Configuration Keys.
- [Slate Mobile App](https://knowledge.technolutions.net/docs/slate-mobile.md): Learn how to download, log in, and use key features of the Slate Mobile App, including alerts, notifications, app customization, and more.
- [Share Meeting](https://knowledge.technolutions.net/docs/share-meeting.md): Present audio and video, bi-directionally share screens, and chat in real time, all in Slate, with Share Meeting.
- [Share Mobile](https://knowledge.technolutions.net/docs/share-mobile.md): Take the benefits of the Slate Share tool to your mobile device.
- [Batch Management](https://knowledge.technolutions.net/docs/batch-managing-resources.md): Learn how to batch manage resources in Slate.
- [Keyboard Shortcuts](https://knowledge.technolutions.net/docs/keyboard-shortcuts.md): Access Quick Launch with cmd/ctrl + K. Search for records, forms and more from any Slate page.
- [Slate Scholar Classroom](https://knowledge.technolutions.net/docs/slate-scholar-classroom.md): Teach your team Slate by creating interactive educational content in Slate Scholar Classroom.
- [Real-Time Presence Chat](https://knowledge.technolutions.net/docs/real-time-presence-chat.md): Communicate with other Slate users in real time with Presence Chat.
- [Browser and Platform Support](https://knowledge.technolutions.net/docs/browser-and-platform-support.md): Slate browser, hardware, and software requirements.
- [Legacy vs. Deprecated Features](https://knowledge.technolutions.net/docs/legacy-vs-deprecated-features.md): Which Slate features are legacy, which are deprecated, and which ones you should use instead.
- [How to Troubleshoot](https://knowledge.technolutions.net/docs/how-to-troubleshoot.md): Follow this structured troubleshooting process in Slate to identify and resolve issues: describe the behavior, experiment with potential causes, create a plan of action, test the solution, and document and adjust your approach for effective problem-solving.
- [Troubleshooting Slate Error Messages](https://knowledge.technolutions.net/docs/definition-of-common-errors.md)
- [Community Conversations](https://knowledge.technolutions.net/docs/community-conversations.md): Get the most out of Slate by attending Community Conversations: recurring, informal, discussion-based community support conversations on specific topics.
- [Slate Certified](https://knowledge.technolutions.net/docs/slate-certified.md): Slate Certified is a comprehensive professional development offering that lets Slate users showcase their commitment to the ongoing advancement of product knowledge and experience.
- [Learning Lab Courses](https://knowledge.technolutions.net/docs/learning-lab-courses.md): Take your Slate knowledge to the next level with dozens of courses in the Slate Learning Lab.
- [Slate Feedback Forum](https://knowledge.technolutions.net/docs/getting-started-slate-feedback.md): Get inspired by Technolutions staff, Slate Preferred Partners, and your peer institutions in the Slate Community.
- [Giving Feedback That Works](https://knowledge.technolutions.net/docs/feedback-that-works.md)
- [The Lifecycle of a Feedback Idea](https://knowledge.technolutions.net/docs/feedback-idea-lifecycle.md)
- [Slate Community Forums](https://knowledge.technolutions.net/docs/join-the-conversation-your-guide-to-the-slate-community-forums.md)
- [Slate Community Ambassador Program](https://knowledge.technolutions.net/docs/slate-community-ambassador-program.md)
- [Slate Leadership One-Sheet](https://knowledge.technolutions.net/docs/leadership-one-sheet.md)
- [Slate Captain One-Sheet](https://knowledge.technolutions.net/docs/slate-captain-one-sheet.md)
- [Admissions and Recruitment Counselors Guide](https://knowledge.technolutions.net/docs/admissions-counselor-and-frontline-recruiter-guide.md)
- [Gift Officer and Frontline Fundraiser Guide](https://knowledge.technolutions.net/docs/gift-officer-guide.md)
- [Getting Started with Applications](https://knowledge.technolutions.net/docs/application-building-checklist.md): A comprehensive checklist for building a Slate-hosted application, covering pre-application setup, application build, and post-application processes to ensure a properly configured and effective application management system.
- [Application Error Messages and Troubleshooting](https://knowledge.technolutions.net/docs/application-error-messages-and-troubleshooting.md): Troubleshoot Slate application issues with error messages, navigation errors, and slow page loads by checking page keys, scripts, and form complexities.
- [Application Go-Live Review List](https://knowledge.technolutions.net/docs/application-go-live-review-list.md): Use this detailed review list for going live with your Slate application, covering periods, rounds, application pages, logic, checklists, system emails, and testing, to ensure a smooth launch and optimal functionality for your application process.
- [Introduction to Periods and Rounds](https://knowledge.technolutions.net/docs/period-and-round-structure.md): A primer on the two fundamental concepts in Slate applications: periods and rounds.
- [Creating Application Periods](https://knowledge.technolutions.net/docs/creating-application-periods.md): Learn how to take the first step toward your Slate application: creating application periods (essentially: whether an application is "on" or "off").
- [Creating Application Rounds](https://knowledge.technolutions.net/docs/creating-application-rounds.md): The second step in the application building phase of your Slate application is creating an application round.
- [Creating Application-Scoped Fields and Prompts](https://knowledge.technolutions.net/docs/application-fields.md): Create additional application-scoped fields to collect data on your Slate application.
- [Materials Overview](https://knowledge.technolutions.net/docs/materials-overview.md): Materials are a data structure in Slate that store documents on a record. Examples include include transcripts, letters of recommendations, and essays.
- [Uploading Materials](https://knowledge.technolutions.net/docs/uploading-materials.md): Learn how you can use Slate to process application materials manually or in batch.
- [Material Metadata](https://knowledge.technolutions.net/docs/material-metadata.md): Configure materials in Slate to store associated metadata and make changes to that metadata directly from the Reader.
- [Caching Application Data Upon Submission](https://knowledge.technolutions.net/docs/caching-application-data-upon-submission.md): Freeze Slate application data upon submission for archiving, capturing all details as they were, excluding replicate blocks and widgets.
- [Importing Applications and Test Scores](https://knowledge.technolutions.net/docs/importing-applications-test-scores.md): Make your Slate application a one-stop-shop by accepting test scores from any source.
- [Configuring Slate to Collect Application Fees](https://knowledge.technolutions.net/docs/collecting-application-fees.md): Learn how to set up Slate Payments to accept application fees in Slate.
- [Introduction to the Slate-Hosted Application](https://knowledge.technolutions.net/docs/introduction-to-the-slate-hosted-application.md)
- [The Application Editor](https://knowledge.technolutions.net/docs/introduction-application-editor.md): The Application Editor in Slate enables institutions to customize the standard Slate-hosted application pages, allowing for the selection of displayed and required fields, custom labeling, and reordering of pages to enhance the applicant's experience.
- [Application Creation Form](https://knowledge.technolutions.net/docs/application-creation-form.md): Streamline application submission in Slate with a custom form, enhancing applicant experience and simplifying entry requirements.
- [Setting Application Deadlines](https://knowledge.technolutions.net/docs/deadline-management.md): Manage application deadlines in Slate using round settings, conditional logic in application pages, and submission requirements to ensure timely and organized application processes for different student groups and programs.
- [Enforcing Application Deadlines with Translation Codes](https://knowledge.technolutions.net/docs/enforcing-application-deadlines-with-translation-codes.md)
- [Create a New Application Base](https://knowledge.technolutions.net/docs/clone-application-base-file.md): Clone the Application Base in Slate for rounds requiring customized standard application pages, beneficial in multi-office setups, for round-specific instructions, and different test types, using a straightforward process to ensure unique and efficient application experiences for different applicant groups.
- [Slate-Hosted Application Pages](https://knowledge.technolutions.net/docs/custom-application-pages-overview.md): Use Slate to craft custom application pages, enabling the collection of unique data like intended major, entry term, and more.
- [Creating a Custom Application Page](https://knowledge.technolutions.net/docs/creating-a-custom-application-page.md)
- [Creating a Custom Application Page Widget](https://knowledge.technolutions.net/docs/custom-application-widgets.md): Enhance Slate applications with custom widgets for data collection, offering customizable fields, conditional logic, and easy edits via Form Builder.
- [Custom Personal Background Page](https://knowledge.technolutions.net/docs/custom-personal-background-page.md): Customize a personal background page in Slate for detailed applicant data, integrating address widgets for accuracy.
- [Customizing Additional Details on the Personal Background Page](https://knowledge.technolutions.net/docs/using-location-block-to-capture-birth-address.md)
- [Personal Information Page (Legacy)](https://knowledge.technolutions.net/docs/personal-information-page-legacy.md): Customize the Personal Information page in Slate by using the Application Editor to show/hide fields or change labels. For more advanced customizations, replicate this page with a custom form.
- [Custom School History Page](https://knowledge.technolutions.net/docs/custom-school-history-page.md): Enhance Slate with a custom school history page, allowing detailed academic, course, and school report data collection.
- [Test Scores Page](https://knowledge.technolutions.net/docs/test-scores-page.md)
- [External School Report Page](https://knowledge.technolutions.net/docs/external-school-report-page.md): Customize the Slate application with an external school report page, offering enhanced flexibility and custom fields for school officials.
- [Getting Started with References](https://knowledge.technolutions.net/docs/reference-overview-getting-started.md)
- [Custom Reference Page](https://knowledge.technolutions.net/docs/custom-reference-page.md): Create a custom reference page in Slate to enhance recommendation requests with conditional logic and customization options.
- [Custom External Reference Page](https://knowledge.technolutions.net/docs/external-reference-page.md): Streamline reference collection in Slate with custom forms, enhancing application processes with tailored recommendations and conditional logic.
- [Standard External Reference Page (Legacy)](https://knowledge.technolutions.net/docs/standard-recommendation-form.md): Implement the standard recommendation form in Slate to allow applicants to request references directly, ensuring seamless integration of recommendations into their application records.
- [Personal Message to Recommenders (Deprecated)](https://knowledge.technolutions.net/docs/personal-message-to-recommenders.md): Enable personalized messages for recommenders in Slate, allowing applicants to add custom notes, visible in emails and on the recommendation form.
- [Custom Relationship Page](https://knowledge.technolutions.net/docs/custom-relationship-page.md): Enhance your Slate application with a custom family history page, allowing detailed collection of familial relationships.
- [Custom Employment History Page](https://knowledge.technolutions.net/docs/custom-employment-history-page.md): Create a tailored employment history page in Slate with custom widgets for detailed work history collection, enhancing applicant experiences.
- [Custom Sport Page](https://knowledge.technolutions.net/docs/custom-sport-page.md): Capture detailed sports history in Slate with a custom page, allowing applicants to highlight athletic achievements separately.
- [Custom Activities/Interest Page](https://knowledge.technolutions.net/docs/custom-interest-page.md): Customize your Slate application with an interests page, enabling students to showcase extracurricular activities with ease.
- [Custom Certify/Signature Page](https://knowledge.technolutions.net/docs/custom-certify-signature-page.md)
- [Review Page](https://knowledge.technolutions.net/docs/review-page.md)
- [Video Essay Page](https://knowledge.technolutions.net/docs/video-essays.md): Slate's video essays offer a way to assess applicants' personality and language skills, supporting WebRTC for easy recording across major browsers.
- [Application Login Page](https://knowledge.technolutions.net/docs/application-login-page.md): The application login page in Slate is tailored to each institution, providing applicants with access to their applications and status pages, featuring email and password login, password reset, and customizable elements for both administrative and applicant experiences.
- [Digital Portfolio Page](https://knowledge.technolutions.net/docs/digital-portfolio.md): Elevate your application with the Slate digital portfolio feature. Effortlessly upload videos, audios, images, documents, and more, supporting files up to 5GB. Ideal for showcasing your talents with an array of supported formats, ensuring seamless uploads and hassle-free processing.
- [Conditionally Display Application Pages](https://knowledge.technolutions.net/docs/conditionally-displaying-application-pages.md): To conditionally display application pages in Slate, use Group / Page Keys to tailor the application experience based on applicant types, such as international or first-year students.
- [Using Application Fee Waiver Codes](https://knowledge.technolutions.net/docs/free-text-field-for-application-fee-waiver-codes.md)
- [Migrating from Custom XSLT Build Files in the Slate-Hosted Application](https://knowledge.technolutions.net/docs/migrating-from-custom-build-files-in-the-application.md)
- [Introduction to Application Submission Requirements](https://knowledge.technolutions.net/docs/submission-requirements-hard-and-soft-fails.md): Create effective submission requirements in Slate-hosted applications with Hard and Soft Fails, using filters for specific applicant segments and ensuring all necessary data is collected.
- [Require Biographical Information](https://knowledge.technolutions.net/docs/require-biographical-information.md): Implement application logic in Slate, including hard and soft fails, to ensure applicants provide all necessary biographical information before submitting. Utilize the Suitcase feature for example imports and testing queries to verify the logic's effectiveness, and configure requirements for essential fields like name and optional fields like middle name.
- [Require Address & Citizenship Information](https://knowledge.technolutions.net/docs/require-address-citizenship-information.md): Ensure applicants provide complete address and citizenship information in Slate-hosted applications using application logic with hard and soft fails. Utilize Suitcase for example imports and testing queries, configuring submission requirements for active, permanent, and mailing addresses, postal codes for specific countries, and primary citizenship for a comprehensive and accurate application process.
- [Require Custom Fields](https://knowledge.technolutions.net/docs/require-custom-fields.md): Ensure applicants complete all necessary custom fields in Slate-hosted applications using application logic with hard and soft fails. Utilize Suitcase to import examples, conduct testing queries, and configure submission requirements for academic programs to maintain a thorough and accurate application process.
- [Require Materials](https://knowledge.technolutions.net/docs/require-materials.md): Ensure applicants submit all required materials in Slate-hosted applications using application logic with hard and soft fails. Utilize Suitcase for example imports, conduct testing queries, and configure submission requirements for specific materials, minimum material counts, either-or material options, and transcripts linked to academic history for a complete and compliant application process.
- [Require Academic Information](https://knowledge.technolutions.net/docs/require-academic-information.md): Ensure applicants provide complete academic information in Slate-hosted applications using application logic with hard and soft fails. Utilize Suitcase for example imports, conduct testing queries, and configure submission requirements for specific school levels, school types, and accurate attendance dates to maintain a thorough and accurate application process.
- [Require School Reports](https://knowledge.technolutions.net/docs/require-school-reports.md): Ensure applicants submit required school reports in Slate-hosted applications using application logic with hard and soft fails. Utilize Suitcase for example imports, conduct testing queries, and configure submission requirements to verify applicants provide necessary school information, like level of study, for a complete and accurate application process.
- [Require Employment Information](https://knowledge.technolutions.net/docs/require-employment-information.md): Ensure applicants provide employment information in Slate-hosted applications using application logic with hard and soft fails. Utilize Suitcase for example imports, conduct testing queries, and configure submission requirements to verify applicants enter job history on the Work Experience page, choosing between hard fail for mandatory and soft fail for optional work experience details.
- [Require Recommendations / References](https://knowledge.technolutions.net/docs/require-recommendations-references.md): Ensure applicants submit the required number and type of recommendations or references in Slate-hosted applications using application logic with hard and soft fails. Utilize Suitcase for example imports, conduct testing queries, and configure submission requirements to verify that all necessary recommender information is provided, enhancing the application's completeness and compliance with institutional requirements.
- [Require Video, Audio, and Slides (Digital Portfolio)](https://knowledge.technolutions.net/docs/require-video-audio-and-slides-digital-portfolio.md): Ensure applicants submit required digital portfolio materials, such as video, audio, and slides, in Slate-hosted applications using application logic with hard and soft fails. Utilize Suitcase for example imports, conduct testing queries, and configure submission requirements to verify all necessary digital portfolio components are provided for applicants applying to specific majors, enhancing the application's completeness and compliance with program-specific requirements.
- [Require Test Scores](https://knowledge.technolutions.net/docs/require-test-scores.md): Ensure applicants submit required test scores in Slate-hosted applications using application logic with hard and soft fails. Utilize Suitcase for example imports, conduct testing queries, and configure submission requirements to verify that all necessary test scores, such as GMAT or GRE, are provided, employing either-or logic for flexibility in test submission.
- [Require Relationship Data](https://knowledge.technolutions.net/docs/require-relationship-data.md): Ensure applicants provide necessary relationship data in Slate-hosted applications using application logic with hard fails. Utilize Suitcase for importing examples and conduct testing queries to verify that all required relational information, such as parent or guardian details, is accurately provided, enhancing the completeness and compliance of the application process.
- [Require Payment of an Application Fee](https://knowledge.technolutions.net/docs/collecting-payments-from-the-application.md)
- [Impersonate an Applicant](https://knowledge.technolutions.net/docs/impersonate-an-applicant.md): In Slate, administrators can impersonate applicants to test applications, bypass hard fails, and see unreleased data for troubleshooting.
- [Creating a Test Application](https://knowledge.technolutions.net/docs/creating-a-test-application.md): To effectively test Slate applications: create a test person record and application, walk through the applicant's journey organically by impersonating the applicant record, and administratively create an application within Slate.
- [Application Testing Best Practices](https://knowledge.technolutions.net/docs/application-testing-best-practices.md): Ensure a seamless Slate application process with thorough testing of periods, rounds, conditional logic, communications, and payments.
- [Hiding Test Scores from Students](https://knowledge.technolutions.net/docs/hiding-test-scores-from-students.md): ChatGPT

Follow these steps in Slate to ensure that specific test scores are not visible to students on their application status portal or anywhere else they might have access to view their information.
- [Cloning Applications](https://knowledge.technolutions.net/docs/cloning-applications.md): Learn how to clone submitted applications in Slate for deferral processes or multiple program applications, including steps to find and clone the application, select a new round, choose materials to carry over, and understand the implications on application status pages.
- [Introduction to Checklists, Automations, and The Status Page](https://knowledge.technolutions.net/docs/introduction-to-checklists-automations-the-status-page.md)
- [Getting Started with Checklists](https://knowledge.technolutions.net/docs/getting-started-with-checklists.md): Streamline applicant tracking in Slate with checklists for required materials, ensuring a clear visual guide for submission status.
- [Custom Checklist Statuses](https://knowledge.technolutions.net/docs/custom-checklist-statuses.md)
- [Checklist Item Settings](https://knowledge.technolutions.net/docs/checklist-item-settings.md): Optimize your application process in Slate with custom checklist items tailored to your institution's unique requirements, from academic transcripts to recommendations.
- [Assigning Checklist Items](https://knowledge.technolutions.net/docs/assigning-checklist-items.md)
- [Checklists and Materials](https://knowledge.technolutions.net/docs/checklists-and-materials.md)
- [Checklist Groups](https://knowledge.technolutions.net/docs/checklist-groups.md)
- [School-Scoped Checklist Rule Examples](https://knowledge.technolutions.net/docs/school-scoped-checklist-rule-examples.md)
- [Auto-Generated Checklist Items & System Materials](https://knowledge.technolutions.net/docs/auto-generated-checklist-items-system-materials.md): Simplify applicant tracking in Slate with auto-generated checklist items for test scores, recommendations, transcripts, and school reports, ensuring a seamless application process.
- [Troubleshooting Checklists](https://knowledge.technolutions.net/docs/troubleshooting-checklists.md)
- [Prevent Fraud with Identity Verification](https://knowledge.technolutions.net/docs/identity-verification.md)
- [Financial Aid Checklist](https://knowledge.technolutions.net/docs/financial-aid-checklist.md): Slate simplifies Financial Aid tracking with dedicated checklists, ensuring clear communication of required documents to applicants.
- [Migrating from Auto-Generated Transcripts to Rule-Generated Transcripts](https://knowledge.technolutions.net/docs/migrating-from-auto-generated-transcripts-to-rule-generated-transcripts.md)
- [Automate the Application Status](https://knowledge.technolutions.net/docs/automate-the-application-status.md)
- [Set or Update an Application Field Value](https://knowledge.technolutions.net/docs/set-or-update-an-application-field-value.md)
- [Add Checklist Items to an Application](https://knowledge.technolutions.net/docs/add-checklist-items-to-an-application.md)
- [Charge an Application Fee When an Application is Submitted](https://knowledge.technolutions.net/docs/charge-application-fee.md)
- [Waive Application Fees](https://knowledge.technolutions.net/docs/waive-application-fees.md)
- [Automate Reader Bin Movement](https://knowledge.technolutions.net/docs/automate-reader-bin-movement.md)
- [Assign the Source of an Application](https://knowledge.technolutions.net/docs/assign-the-source-of-an-application.md)
- [SAT/ACT Concordance Rules](https://knowledge.technolutions.net/docs/satact-concordance-rules.md)
- [Test Settings](https://knowledge.technolutions.net/docs/test-settings.md)
- [Application Header Rules](https://knowledge.technolutions.net/docs/application-header-rules.md)
- [Collecting The Correct Number of Recommendations By Program or Major](https://knowledge.technolutions.net/docs/collecting-the-correct-number-of-recommendations-by-program-or-major.md)
- [Default / Standard Application Status Page (Legacy)](https://knowledge.technolutions.net/docs/default-standard-application-status-page.md): Slate's standard status portal offers a comprehensive view of application updates, checklists, payments, and more, ready to use with minimal customization needed.
- [Displaying Staff Assigned Photos](https://knowledge.technolutions.net/docs/displaying-staff-assigned-photos.md): Enhance applicant portals in Slate by displaying personalized staff assigned photos and contact info using the Deliver Library or Snippets for a welcoming touch.
- [Custom Checklist Sections](https://knowledge.technolutions.net/docs/custom-checklist-sections.md): Streamline applicant navigation with Custom Checklist Sections on Slate, categorizing requirements into distinct sections for clarity and focus.
- [Application and Status Page Authentication](https://knowledge.technolutions.net/docs/application-and-status-page-authentication-sso-single-sign-on.md): Streamline application access with Slate's default authentication or integrate institutional Single Sign-On for seamless login experiences.
- [Custom Applicant Status Portal - Account Tools](https://knowledge.technolutions.net/docs/custom-applicant-status-portal-account-tools.md): Enhance your custom Applicant Status Portal with Account Tools for email, password changes, and logout options.
- [Custom Applicant Status Portal](https://knowledge.technolutions.net/docs/custom-applicant-status-portal.md): Elevate applicant engagement with a custom Status Portal in Slate, tailored for both Slate and imported applications.
- [Population Specific Material Uploads on the Applicant Status Page](https://knowledge.technolutions.net/docs/population-specific-material-uploads-on-the-applicant-status-page.md): Streamline material uploads on the Status Page in Slate by restricting visibility based on applicant populations, like showing resumes only to freshmen.
- [Allow Updates to Recommenders After Application Submission](https://knowledge.technolutions.net/docs/allow-updates-to-recommendations-after-application-submission.md): Enable post-submission reference updates in Slate by allowing edits to recommenders and providing a direct link to the reference page.
- [Migrating Application Status Portals from XSLT to Views](https://knowledge.technolutions.net/docs/migrating-application-status-portals-from-xslt-to-views.md): Transition your XSLT application status pages to user-friendly Views in Slate for enhanced maintenance and customization.
- [Troubleshooting Custom Status Portal Widgets and Components](https://knowledge.technolutions.net/docs/troubleshooting-custom-status-portal-widgets-and-components.md)
- [Slate Interactive Encore (2019): Planning, Configuring, and Maintaining Slate-Hosted Applications](https://knowledge.technolutions.net/docs/slate-interactive-encore-2019-planning-configuring-and-maintaining-slate-hosted-applications.md)
- [Applications Overview](https://knowledge.technolutions.net/docs/applications-overview.md)
- [Annual Checkup on Checklists](https://knowledge.technolutions.net/docs/annual-checkup-on-checklists.md)
- [Anything Applications Parts I & II](https://knowledge.technolutions.net/docs/anything-applications-parts-i-ii.md)
- [Slate Interactive Encore (2018): Exploring the Applicant Status Portal](https://knowledge.technolutions.net/docs/slate-interactive-encore-2018-exploring-the-applicant-status-portal.md)
- [Branding in Slate](https://knowledge.technolutions.net/docs/branding-in-slate.md)
- [Branding in Slate for Student Success](https://knowledge.technolutions.net/docs/student-success-branding-in-slate.md)
- [Branding Editor](https://knowledge.technolutions.net/docs/branding-editor.md)
- [Updating Default Branding](https://knowledge.technolutions.net/docs/updating-default-branding.md)
- [Administrative Database Banners](https://knowledge.technolutions.net/docs/administrative-database-banners.md)
- [Slate Website/Subdomain SSL Certificates](https://knowledge.technolutions.net/docs/slate-websitesubdomain-ssl-certificates.md)
- [Changing your Slate Subdomain](https://knowledge.technolutions.net/docs/changing-your-slate-subdomain.md)
- [Conditional Branding](https://knowledge.technolutions.net/docs/conditional-branding.md)
- [WYSIWYG Color Palette](https://knowledge.technolutions.net/docs/custom-color-palettes.md)
- [Custom Color Replacement](https://knowledge.technolutions.net/docs/custom-color-replacement.md)
- [Database Inheritance Checklist](https://knowledge.technolutions.net/docs/database-inheritance-checklist.md)
- [Database Stewardship and Slate Optimization](https://knowledge.technolutions.net/docs/cycle-prep-and-good-slate-stewardship.md)
- [Proactive Maintenance for Database Health](https://knowledge.technolutions.net/docs/proactive-maintenance-for-database-health.md)
- [Troubleshooting Tips for Database Health](https://knowledge.technolutions.net/docs/troubleshooting-tips-for-database-health.md): Optimize your Slate database for efficiency with these tips: check rules, review data imports, use the Job Activity Monitor, review the Error Log, monitor the System Dashboard, optimize queries, and manage data and records effectively.
- [Database Cleanup Tools](https://knowledge.technolutions.net/docs/database-cleanup-tools.md)
- [Deletion Log](https://knowledge.technolutions.net/docs/deletion-log.md)
- [Resource Auditor](https://knowledge.technolutions.net/docs/resource-auditor.md)
- [Retention Policy Editor](https://knowledge.technolutions.net/docs/retention-policy-editor.md)
- [Retention Policy Editor Object Types](https://knowledge.technolutions.net/docs/retention-policy-editor-object-types.md)
- [Snapshots](https://knowledge.technolutions.net/docs/snapshots.md)
- [Retention Policies (Deprecated)](https://knowledge.technolutions.net/docs/retention-policies-deprecated.md)
- [Retention Policy Source Types (Deprecated)](https://knowledge.technolutions.net/docs/retention-policy-source-types-deprecated.md)
- [Slate Data Dictionary](https://knowledge.technolutions.net/docs/slate-data-dictionary.md)
- [Test Environments](https://knowledge.technolutions.net/docs/test-environments.md)
- [Clean Slate Environments](https://knowledge.technolutions.net/docs/clean-slate-environments.md)
- [Showcase Environments](https://knowledge.technolutions.net/docs/showcase-environments.md)
- [Time Warp Environments](https://knowledge.technolutions.net/docs/time-warp-environments.md)
- [Diagnostic Tools](https://knowledge.technolutions.net/docs/diagnostic-tools.md)
- [Shared Database Considerations](https://knowledge.technolutions.net/docs/shared-database-considerations.md)
- [Managing Rolling Admissions Structure (Annual Maintenance)](https://knowledge.technolutions.net/docs/managing-rolling-admissions-structure-annual-maintenance.md): Manage rolling admissions in Slate with annual maintenance to ensure database health by archiving periods and rounds, moving applications backward for archiving, and using Query Batch Management to keep only active applications in the current cycle for efficient admissions processing.
- [Getting Started with Decisions](https://knowledge.technolutions.net/docs/decision-release-overview.md)
- [Decision Release Performance and Scalability](https://knowledge.technolutions.net/docs/decision-release-performance-and-scalability.md)
- [Population Permissions - Decision Release](https://knowledge.technolutions.net/docs/population-permissions-decision-release.md)
- [Financial Aid Decisions](https://knowledge.technolutions.net/docs/financial-aid-decisions-financial-aid-decisions.md)
- [Decision Codes](https://knowledge.technolutions.net/docs/decision-codes.md)
- [Decision Reasons](https://knowledge.technolutions.net/docs/decision-reasons.md)
- [Decision Reply Form](https://knowledge.technolutions.net/docs/decision-reply-form.md)
- [Decision Notification Status Update Email](https://knowledge.technolutions.net/docs/decision-notification-status-update-email.md)
- [Decision Letters](https://knowledge.technolutions.net/docs/decision-letters-decision-letters.md)
- [Confetti in Admit Decision Letters](https://knowledge.technolutions.net/docs/confetti-in-admit-decision-letters.md)
- [Playing Videos in Admit Decision Letters](https://knowledge.technolutions.net/docs/playing-videos-in-admit-decision-letters.md)
- [Displaying Custom Fields in Decision Letters (MergePublic Queries)](https://knowledge.technolutions.net/docs/displaying-custom-fields-in-decision-letters-mergepublic-queries.md)
- [Batch Format Decision Letters In Word](https://knowledge.technolutions.net/docs/batch-format-decision-letters-in-word.md)
- [Exporting Decision Letters](https://knowledge.technolutions.net/docs/exporting-decision-letters.md)
- [Download and Print Decision Letters](https://knowledge.technolutions.net/docs/download-and-print-decision-letters.md)
- [Personalizing Decision Letters with Content Blocks](https://knowledge.technolutions.net/docs/content-blocks-within-decision-letters.md)
- [Financial Aid Letter PDF Import](https://knowledge.technolutions.net/docs/financial-aid-letter-pdf-import.md)
- [Adding Provisional Decisions](https://knowledge.technolutions.net/docs/adding-provisional-decisions.md)
- [Deferred Applications](https://knowledge.technolutions.net/docs/deferred-applications.md)
- [Troubleshooting Release Decisions](https://knowledge.technolutions.net/docs/troubleshooting-release-decisions.md)
- [Testing Your Decision Release Process](https://knowledge.technolutions.net/docs/testing-your-decision-release-process.md)
- [The Release Decisions Tool](https://knowledge.technolutions.net/docs/the-release-decisions-tool.md)
- [Confirming Decisions](https://knowledge.technolutions.net/docs/confirming-decisions.md)
- [Assigning Decision Letters](https://knowledge.technolutions.net/docs/assigning-decision-letters.md)
- [Release Decisions](https://knowledge.technolutions.net/docs/release-decisions.md)
- [Custom Views in the Release Decision Tool](https://knowledge.technolutions.net/docs/custom-views-in-the-release-decision-tool.md)
- [Add the Decision Reply Form to the Applicant Status Page](https://knowledge.technolutions.net/docs/add-a-reply-to-offer-of-admission-form.md)
- [Adding an Admit/Decline Decision via Form Rules](https://knowledge.technolutions.net/docs/admit-decline-decision.md)
- [Adding a Deposit Pending Decision via Form Rules](https://knowledge.technolutions.net/docs/add-deposit-pending-decision.md)
- [Adding the Enrollment Deposit Payment Due Activity via Form Rules](https://knowledge.technolutions.net/docs/enrollment-deposit-payment-due-activity.md)
- [Adding a Deposit Paid Decision Rule](https://knowledge.technolutions.net/docs/add-deposit-paid-decision.md)
- [Other Optional Decision Rules](https://knowledge.technolutions.net/docs/other-optional-decision-rules.md)
- [The Release Decisions Tool (Legacy)](https://knowledge.technolutions.net/docs/the-release-decisions-tool-legacy.md)
- [Assigning Decision Letters (Legacy)](https://knowledge.technolutions.net/docs/assigning-decision-letters-legacy.md)
- [Confirming Decisions (Legacy)](https://knowledge.technolutions.net/docs/confirming-decisions-legacy.md)
- [Release Decisions (Legacy)](https://knowledge.technolutions.net/docs/release-decisions-legacy.md)
- [Decision Release Q&A 2018](https://knowledge.technolutions.net/docs/decision-release-qa-2018.md)
- [Decisions, Decisions (Fall 2019)](https://knowledge.technolutions.net/docs/decisions-decisions-fall-2019.md)
- [Deliver Overview](https://knowledge.technolutions.net/docs/deliver-overview.md)
- [Deliver Overview for Student Success](https://knowledge.technolutions.net/docs/deliver-overview-student-success.md)
- [Methods of Communication for Advancement](https://knowledge.technolutions.net/docs/methods-of-communication.md)
- [Deliver Considerations for Student Success](https://knowledge.technolutions.net/docs/deliver-considerations.md)
- [Deliver Interface](https://knowledge.technolutions.net/docs/deliver-interface.md)
- [Deliver Permissions](https://knowledge.technolutions.net/docs/deliver-related-permissions.md)
- [Deliver Designer](https://knowledge.technolutions.net/docs/deliver-designer.md)
- [Slate Credits](https://knowledge.technolutions.net/docs/slate-credits.md)
- [Creating Service Accounts with Deliver Configuration](https://knowledge.technolutions.net/docs/purchasing-slate-credits-for-sms-print-and-voice.md): Using the Deliver Configuration module to add service accounts.
- [FAQ and Troubleshooting Deliver](https://knowledge.technolutions.net/docs/troubleshooting-deliver.md)
- [Messaging from the Person Record](https://knowledge.technolutions.net/docs/messaging-from-the-student-record.md)
- [Deliver - New Mailing Settings](https://knowledge.technolutions.net/docs/deliver-new-mailing-settings.md)
- [Recipient Lists](https://knowledge.technolutions.net/docs/adding-a-recipient-list.md)
- [First Draft](https://knowledge.technolutions.net/docs/configuring-a-message-first-draft.md)
- [First Draft for Advancement](https://knowledge.technolutions.net/docs/first-draft-advancement.md)
- [Sending a Test or Ad-Hoc Deliver Message](https://knowledge.technolutions.net/docs/deliver-send-ad-hoc.md)
- [Check Logic, Preview Message & Preview Links](https://knowledge.technolutions.net/docs/check-logic-message-preview-link-previews.md)
- [Deliver Pre-Flight Checks](https://knowledge.technolutions.net/docs/deliver-pre-flight-checks.md)
- [Sending a Mailing](https://knowledge.technolutions.net/docs/sending-a-mailing.md)
- [Using a Merge Field in a Link](https://knowledge.technolutions.net/docs/using-a-merge-field-in-a-link.md)
- [Linking to a Merge Field in System Emails and in Deliver](https://knowledge.technolutions.net/docs/linking-to-a-merge-field-in-system-emails-and-in-deliver.md)
- [Split Testing (A/B Testing)](https://knowledge.technolutions.net/docs/split-testing-ab-testing.md)
- [Refreshing Deliver Campaigns](https://knowledge.technolutions.net/docs/refreshing-deliver-campaigns.md)
- [Default System Emails](https://knowledge.technolutions.net/docs/system-emails.md)
- [Creating and Customizing System Emails](https://knowledge.technolutions.net/docs/creating-a-system-email.md)
- [Deliver - New Mailing Settings](https://knowledge.technolutions.net/docs/deliver-new-mailing-settings-1.md)
- [Add Mailings via Suitcase](https://knowledge.technolutions.net/docs/add-mailings-via-suitcase.md)
- [System Emails for Slate Payments](https://knowledge.technolutions.net/docs/system-emails-for-slate-payments.md)
- [Managing Records with Multiple Email Addresses and Telephone Numbers](https://knowledge.technolutions.net/docs/multiple-email-address-and-telephone-number-support.md)
- [Email Templates](https://knowledge.technolutions.net/docs/email-templates.md)
- [Messaging Relationship Records](https://knowledge.technolutions.net/docs/messaging-relationship-records.md)
- [Application Received Deliver Emails for Imported Applications](https://knowledge.technolutions.net/docs/application-received-deliver-emails-for-imported-applications.md)
- [Email Authentication (DKIM Configuration)](https://knowledge.technolutions.net/docs/email-authentication-dkim-configuration.md)
- [Gmail and Slate Messages](https://knowledge.technolutions.net/docs/gmail-and-slate-messages.md)
- [Optimizing Emails for Mobile Devices (Mobile Responsiveness)](https://knowledge.technolutions.net/docs/optimizing-emails-for-mobile-devices-mobile-responsiveness.md)
- [Technolutions' Outbound Mail Servers](https://knowledge.technolutions.net/docs/technolutions-outbound-mail-servers.md)
- [Text Messaging (SMS) Overview](https://knowledge.technolutions.net/docs/text-messaging-sms-overview.md): Configuring SMS communications with Slate.
- [Mobile / SMS Inbox](https://knowledge.technolutions.net/docs/mobile-sms-inbox.md)
- [Emojis in Email and SMS Messages](https://knowledge.technolutions.net/docs/emojis-in-email-and-sms-messages.md)
- [Slate Voice Overview](https://knowledge.technolutions.net/docs/slate-voice-overview.md): Slate's integrated telecommunications platform simplifies communication with no third-party integration needed. Seamlessly associate, purchase, and manage SMS/Voice numbers, place calls directly from records, and analyze voice data. Enjoy unlimited calls and the ability to record conversations for comprehensive communication solutions.
- [Slate Voicemail](https://knowledge.technolutions.net/docs/slate-voicemail.md)
- [Making Calls with Slate Voice from a Record](https://knowledge.technolutions.net/docs/making-calls-with-slate-voice-from-a-record.md)
- [Porting Telephone Numbers into Slate](https://knowledge.technolutions.net/docs/porting-telephone-numbers-into-slate.md)
- [Inbound Calls with Slate Voice](https://knowledge.technolutions.net/docs/inbound-calls-with-slate-voice.md)
- [Slate Voice Calls in Timeline](https://knowledge.technolutions.net/docs/slate-voice-calls-in-timeline.md)
- [Call Lists with Slate Voice](https://knowledge.technolutions.net/docs/call-lists-with-slate-voice.md)
- [Telerecruiting in Slate: Configuring Call Forms & Call Lists](https://knowledge.technolutions.net/docs/telerecruiting-in-slate-configuring-call-forms-call-lists.md)
- [Robocalling](https://knowledge.technolutions.net/docs/robocalling.md)
- [Voice Snippets](https://knowledge.technolutions.net/docs/voice-snippets.md): Expand your messaging toolkit with Voice Snippets: Create and share voice messages easily using Slate Voice, moving beyond email and SMS.
- [Slate Video](https://knowledge.technolutions.net/docs/slate-video.md)
- [Configuring Slate Video](https://knowledge.technolutions.net/docs/configuring-slate-video.md)
- [Facebook Custom Audiences](https://knowledge.technolutions.net/docs/facebook-custom-audiences.md)
- [Build a Drip Marketing Campaign](https://knowledge.technolutions.net/docs/build-a-drip-marketing-campaign.md)
- [Drip Marketing Campaigns for Student Success](https://knowledge.technolutions.net/docs/drip-marketing-campaigns.md)
- [Content Blocks](https://knowledge.technolutions.net/docs/content-blocks.md)
- [Dynamic Content Blocks](https://knowledge.technolutions.net/docs/dynamic-content-blocks.md)
- [Build a Yield Campaign](https://knowledge.technolutions.net/docs/build-a-yield-campaign.md)
- [Crossing the Finish Line with Behavioral Nudges](https://knowledge.technolutions.net/docs/behavior-based-application-outreach.md)
- [Running a Re-engagement Strategy](https://knowledge.technolutions.net/docs/running-a-re-engagement-strategy.md)
- [Generating Gravatar Image Request URLs](https://knowledge.technolutions.net/docs/generating-gravatar-image-request-urls.md)
- [Customize Date Fields in Deliver](https://knowledge.technolutions.net/docs/customize-date-fields-in-deliver.md)
- [Slate Print Overview](https://knowledge.technolutions.net/docs/slate-print-overview.md): Slate Print transforms your print and mail marketing, automating the process for efficiency and impact. With a wide range of print options, campaign automation, hyper-personalization, and detailed tracking, you'll save time and elevate your strategy. Focus on crafting compelling messages while Slate Print handles the logistics, making your marketing efforts both effective and effortless.
- [Creating a Print Mailing](https://knowledge.technolutions.net/docs/print-mailings-in-deliver.md)
- [Deliver Outbox](https://knowledge.technolutions.net/docs/deliver-outbox.md)
- [Deliver Mail Merge](https://knowledge.technolutions.net/docs/deliver-mail-merge.md)
- [Documents](https://knowledge.technolutions.net/docs/documents.md)
- [Letter & Postcard Tracking](https://knowledge.technolutions.net/docs/letter-postcard-tracking.md)
- [Export to Microsoft Word Mail Merge Document](https://knowledge.technolutions.net/docs/export-to-microsoft-word-mail-merge-document.md)
- [Inbound Faxing](https://knowledge.technolutions.net/docs/inbound-faxing.md)
- [Tracking Off-Line Print Mailings for Advancement](https://knowledge.technolutions.net/docs/tracking-off-line-print-mailings.md)
- [Compliance Dashboard](https://knowledge.technolutions.net/docs/compliance-dashboard.md)
- [Maintaining Compliance for SMS](https://knowledge.technolutions.net/docs/maintaining-compliance-for-sms-voice.md)
- [Deliver Insights](https://knowledge.technolutions.net/docs/deliver-insights.md)
- [Deliver Statistics and Data Points](https://knowledge.technolutions.net/docs/deliver-statistics-and-data-points.md)
- [Email Open and Click Tracking](https://knowledge.technolutions.net/docs/email-open-and-click-tracking.md): Slate can track opens and clicks in your Deliver messages.
- [Open and Click Tracking with Filtering Companies](https://knowledge.technolutions.net/docs/open-and-click-tracking-with-filtering-companies.md)
- [Deliverability and Validation of Email Addresses and SMS Numbers](https://knowledge.technolutions.net/docs/email-address-deliverability-and-validation.md)
- [Email Deliverability: Recommenders and School Officials](https://knowledge.technolutions.net/docs/email-deliverability-recommenders-and-school-officials.md)
- [The Opt Out Tag](https://knowledge.technolutions.net/docs/the-opt-out-tag.md): The Opt Out Tag unsubscribes person records from communications. When a record has the Opt Out Tag, communications will not be sent to the person unless the communication is transitional.
- [The Unsubscribe Management Page](https://knowledge.technolutions.net/docs/the-unsubscribe-management-page.md)
- [Opt Out of Specific Communications with Message Groups](https://knowledge.technolutions.net/docs/opt-out-of-specific-communications-with-message-groups.md)
- [Custom Unsubscribe Follow-Up Form](https://knowledge.technolutions.net/docs/custom-unsubscribe-follow-up-form.md): Enhance user engagement with Deliver's opt-out message groups, designed to streamline the unsubscribe process while capturing valuable feedback. This innovative approach guides unsubscribing users to a customized follow-up form, allowing you to gather insights and improve your messaging strategy. Easily create a landing form, set up a custom message group for opt-outs, and integrate this system into your mailings. Dive into our Knowledge Base for a detailed guide on optimizing your communication tactics with Deliver's opt-out solutions, turning unsubscribes into opportunities for growth.
- [Solicitation Controls & Communication Preferences for Advancement](https://knowledge.technolutions.net/docs/solicitation-controls-communication-preferences.md)
- [Slate Spotlight: Slate Video and Dynamic Snippets with Alexander Clark](https://knowledge.technolutions.net/docs/slate-spotlight-slate-video-and-dynamic-snippets-with-alexander-clark.md)
- [Slate Spotlight: Slate Voice with Alexander Clark](https://knowledge.technolutions.net/docs/slate-spotlight-slate-voice-with-alexander-clark.md)
- [Slate by Technolutions Presents: Apply to Alumni (Admissions & Enrollment Management)](https://knowledge.technolutions.net/docs/slate-by-technolutions-presents-apply-to-alumni-admissions-enrollment-management.md)
- [Webinar: Slate Print](https://knowledge.technolutions.net/docs/slate-print.md)
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- [Dip into Drip and Other Campaign Elements](https://knowledge.technolutions.net/docs/dip-into-drip-and-other-campaign-elements.md)
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- [💻 Dear {{Preferred}}: You're Invited to Learn More About Event Communication](https://knowledge.technolutions.net/docs/dear-preferred-youre-invited-to-learn-more-about-event-communication.md)
- [Compelling Communication: Taking Applications from Submit to Commit  (Part 1: Application Submission)](https://knowledge.technolutions.net/docs/compelling-communication-taking-applications-from-submit-to-commit-part-1-application-submission.md)
- [Compelling Communication: Taking Applications from Submit to Commit (Part 2: Missing Checklist Items)](https://knowledge.technolutions.net/docs/compelling-communication-taking-applications-from-submit-to-commit-part-2-missing-checklist-items.md)
- [Compelling Communications: Taking Applications from Submit to Commit (Part 3: Decision and Post-Decision Communications)](https://knowledge.technolutions.net/docs/compelling-communications-taking-applications-from-submit-to-commit-part-3-decision-and-post-decision-communications.md)
- [Slate Interactive Encore: Automating Communications in Slate with Populations, Rules, and Emails](https://knowledge.technolutions.net/docs/slate-interactive-encore-automating-communications-in-slate-with-populations-rules-and-emails.md)
- [💻 Slate Interactive Encore: Dear {{Preferred}}: You’re Invited to Learn More About Event Communications](https://knowledge.technolutions.net/docs/slate-interactive-encore-dear-preferred-youre-invited-to-learn-more-about-event-communications.md)
- [Events Overview](https://knowledge.technolutions.net/docs/events-overview.md)
- [Event Settings](https://knowledge.technolutions.net/docs/event-settings.md)
- [Event Structure](https://knowledge.technolutions.net/docs/event-structure.md)
- [Creating Events](https://knowledge.technolutions.net/docs/event-templates.md)
- [Event Registration Forms](https://knowledge.technolutions.net/docs/event-registration-forms.md)
- [Collecting Event Fees](https://knowledge.technolutions.net/docs/events-and-payments.md)
- [Group Registrations](https://knowledge.technolutions.net/docs/group-registrations.md)
- [Event Mobile Passes & Badges](https://knowledge.technolutions.net/docs/event-mobile-passes-badges.md)
- [Badge Printing](https://knowledge.technolutions.net/docs/badge-printing.md): On-demand Badge Printing is a comprehensive, self-service solution that eliminates the need for pre-printing or outsourcing to third-party event technology companies. Our system supports efficient configuration of event badges with a polished, professional look.
- [Related Events](https://knowledge.technolutions.net/docs/related-events.md)
- [Form and Event Notes](https://knowledge.technolutions.net/docs/form-and-event-notes.md)
- [Cancelling Events and Managing Crisis Communications](https://knowledge.technolutions.net/docs/cancelling-events-and-managing-crisis-communications-for-the-covid-19-coronavirus-pandemic.md)
- [UTC Timezone Offset](https://knowledge.technolutions.net/docs/utc-timezone-offset.md)
- [Create a Trip](https://knowledge.technolutions.net/docs/create-a-trip.md)
- [Add Stops to a Trip](https://knowledge.technolutions.net/docs/add-stops-to-a-trip.md)
- [Search Points of Interest within a Trip](https://knowledge.technolutions.net/docs/search-points-of-interest-within-a-trip.md)
- [Events, Scheduler, and Voyager Integrations within Trips](https://knowledge.technolutions.net/docs/events-scheduler-and-voyager-integrations-within-trips.md)
- [Note Forms for Trips](https://knowledge.technolutions.net/docs/note-forms-for-trips-and-voyages.md)
- [Event Weather Conditions & Forecasts](https://knowledge.technolutions.net/docs/event-weather-conditions-forecasts.md)
- [Atmospheric Data](https://knowledge.technolutions.net/docs/atmospheric-data.md)
- [Expense Management](https://knowledge.technolutions.net/docs/expense-management.md)
- [Troubleshooting Events/Scheduler](https://knowledge.technolutions.net/docs/troubleshooting-events-scheduler.md)
- [Scheduler Overview](https://knowledge.technolutions.net/docs/scheduler.md)
- [Creating a Scheduler Template](https://knowledge.technolutions.net/docs/creating-a-scheduler-template.md)
- [Creating a Scheduler Registration Form](https://knowledge.technolutions.net/docs/creating-a-scheduler-registration-form.md)
- [Creating a Scheduler Session](https://knowledge.technolutions.net/docs/creating-a-scheduler-session.md)
- [Scheduler Report Form](https://knowledge.technolutions.net/docs/scheduler-report-form.md)
- [Assigning Users to Scheduler Sessions](https://knowledge.technolutions.net/docs/assigning-users-to-scheduler-sessions.md)
- [External Calendar Integrations](https://knowledge.technolutions.net/docs/slate-external-ical-integration.md)
- [Syncing your Microsoft 365 or Google Calendar with Slate](https://knowledge.technolutions.net/docs/adding-your-microsoft-365-or-google-calendar-to-slate.md)
- [Adding Calendars with an iCal Feed](https://knowledge.technolutions.net/docs/adding-calendars-with-an-ical-feed.md)
- [Adding Scheduler Availability](https://knowledge.technolutions.net/docs/adding-scheduler-availability.md)
- [Display Availability in a Portal](https://knowledge.technolutions.net/docs/display-availability-in-a-portal.md)
- [Host Online Events and Webinars with Share](https://knowledge.technolutions.net/docs/events-online-events-and-webinars.md)
- [Online Events Hosted Using an External Service](https://knowledge.technolutions.net/docs/online-events-hosted-using-an-external-service.md)
- [Online Interviews](https://knowledge.technolutions.net/docs/online-interviews.md)
- [Lip Sync in Share](https://knowledge.technolutions.net/docs/lip-sync-in-share.md)
- [Closed Captioning in Scheduler](https://knowledge.technolutions.net/docs/closed-captioning-in-scheduler.md)
- [Closed Captioning in Share](https://knowledge.technolutions.net/docs/closed-captioning-in-share.md)
- [Event Communications Overview](https://knowledge.technolutions.net/docs/event-communications-overview.md)
- [Collecting RSVPs with Event Outreach Mailings](https://knowledge.technolutions.net/docs/event-invitations-and-rsvp.md)
- [Upon Decline Mailings](https://knowledge.technolutions.net/docs/upon-decline-mailings.md)
- [Form and Event Communications Merge Fields](https://knowledge.technolutions.net/docs/form-and-event-communications-merge-fields.md)
- [Redirect Event Registration Pages or Confirmation Pages](https://knowledge.technolutions.net/docs/redirect-event-registration-pages-or-confirmation-pages.md)
- [Self-Service Check-In Via Geofencing](https://knowledge.technolutions.net/docs/self-service-check-in-via-geofencing.md)
- [Event Surveys](https://knowledge.technolutions.net/docs/event-surveys.md)
- [Sample Event Form Communication](https://knowledge.technolutions.net/docs/same-form-and-event-communication-campaigns.md)
- [Create Weekend Event Mailings for Internal Staff](https://knowledge.technolutions.net/docs/create-weekend-mailings-for-internal-staff.md)
- [Managing Waitlist and Capacity](https://knowledge.technolutions.net/docs/auto-transfer-from-the-waitlist.md)
- [Custom Registration Pages and Self-Service Rescheduling](https://knowledge.technolutions.net/docs/customize-the-columns-on-the-registration-page.md)
- [Slate Spotlight: Active Scheduler](https://knowledge.technolutions.net/docs/slate-spotlight-active-scheduler.md)
- [Events Overview](https://knowledge.technolutions.net/docs/events-overview-webinar.md)
- [Scheduler Overview](https://knowledge.technolutions.net/docs/scheduler-overview.md)
- [Trips Overview](https://knowledge.technolutions.net/docs/trips-overview.md)
- [Tips and Tricks on Travel and Trips](https://knowledge.technolutions.net/docs/tips-and-tricks-on-travel-and-trips.md)
- [Online Events Overview](https://knowledge.technolutions.net/docs/online-events-overview.md)
- [Fields & Prompts Overview](https://knowledge.technolutions.net/docs/fields-prompts-overview.md)
- [Refreshing Field and Prompt Caches](https://knowledge.technolutions.net/docs/refreshing-the-quartet.md): New fields and prompts not appearing in your database? Refresh these four cached values to get immediate access.
- [Standard Fields](https://knowledge.technolutions.net/docs/standard-fields-prompts.md)
- [Customizing Prompts for Standard Fields](https://knowledge.technolutions.net/docs/customizing-standard-fields-prompts.md)
- [Scope for Advancement](https://knowledge.technolutions.net/docs/scope.md)
- [Creating a Custom Field](https://knowledge.technolutions.net/docs/field-editor.md)
- [Creating a Custom Field for Advancement](https://knowledge.technolutions.net/docs/custom-fields-creating-a-field.md)
- [Fields Settings](https://knowledge.technolutions.net/docs/fields-settings.md)
- [Fields that store free-text values](https://knowledge.technolutions.net/docs/fields-that-store-free-text-values.md)
- [Fields that store a single value from a prompt list](https://knowledge.technolutions.net/docs/fields-that-store-a-single-value-from-a-prompt-list.md)
- [Fields that store multiple values from a prompt list](https://knowledge.technolutions.net/docs/fields-that-store-multiple-values-from-a-prompt-list.md)
- [Fields that store a yes/no value (Bit prompt)](https://knowledge.technolutions.net/docs/fields-that-store-a-yesno-value-bit-prompt.md)
- [Field Types for Student Success](https://knowledge.technolutions.net/docs/field-types.md)
- [Unique for Merging](https://knowledge.technolutions.net/docs/unique-for-merging.md)
- [Safe / Unsafe](https://knowledge.technolutions.net/docs/safe-unsafe.md)
- [Batch Create Fields - Field Import Source Format](https://knowledge.technolutions.net/docs/batch-create-fields-field-import-source-format.md)
- [Mapped vs. Unmapped Fields](https://knowledge.technolutions.net/docs/mapped-vs-unmapped-fields.md)
- [Configuring Custom Address Blocks on Forms](https://knowledge.technolutions.net/docs/configuring-custom-address-blocks-on-forms.md)
- [Troubleshooting Misconfigured Fields](https://knowledge.technolutions.net/docs/troubleshooting-misconfigured-fields.md)
- [Prompts](https://knowledge.technolutions.net/docs/prompts.md)
- [Prompts Settings](https://knowledge.technolutions.net/docs/prompts-settings.md)
- [Batch Create & Edit Prompts - Prompt Import Source Format](https://knowledge.technolutions.net/docs/batch-create-edit-prompts-prompt-import-source-format.md)
- [Prompt Categories](https://knowledge.technolutions.net/docs/prompt-categories.md)
- [Translation Codes](https://knowledge.technolutions.net/docs/translation-codes.md)
- [Translation Code Import Source Format](https://knowledge.technolutions.net/docs/translation-code-import-source-format.md)
- [Forms Overview](https://knowledge.technolutions.net/docs/forms-overview.md)
- [Creating a Form](https://knowledge.technolutions.net/docs/creating-a-form.md)
- [Form Settings - Edit Form](https://knowledge.technolutions.net/docs/form-settings-edit-form.md)
- [Embedding Forms](https://knowledge.technolutions.net/docs/embedding-forms.md): The form builder supports both "simple" and "dynamic" embeds.
- [Form Templates](https://knowledge.technolutions.net/docs/form-templates.md)
- [Default Information / Required Fields](https://knowledge.technolutions.net/docs/default-information-required-fields.md)
- [Troubleshooting Forms](https://knowledge.technolutions.net/docs/troubleshooting-forms.md)
- [Form Settings - Edit Properties](https://knowledge.technolutions.net/docs/form-settings-edit-properties.md)
- [Merge Fields on Forms](https://knowledge.technolutions.net/docs/merge-fields-on-forms.md)
- [Form Settings - Field Configurations](https://knowledge.technolutions.net/docs/form-settings-field-configurations.md)
- [Prepopulating or Prefilling Forms Using Query String Parameters](https://knowledge.technolutions.net/docs/prepopulating-or-prefilling-forms-using-query-string-parameters.md)
- [Access and Submission Conditions](https://knowledge.technolutions.net/docs/access-and-submission-conditions.md)
- [Form-Specific CSS (Custom Styles)](https://knowledge.technolutions.net/docs/form-specific-css-custom-styles.md)
- [Form Response Metadata](https://knowledge.technolutions.net/docs/form-response-metadata.md)
- [Form Palette](https://knowledge.technolutions.net/docs/form-palette.md)
- [Mapping Form Field Inputs to System Fields](https://knowledge.technolutions.net/docs/adding-standard-slate-fields.md)
- [Overriding System Prompts](https://knowledge.technolutions.net/docs/overriding-system-prompts.md)
- [Form Fields / Unmapped Fields](https://knowledge.technolutions.net/docs/form-fields-unmapped-fields.md)
- [Mapping Form Fields to Custom Fields](https://knowledge.technolutions.net/docs/custom-fields-1.md)
- [Replicate Blocks](https://knowledge.technolutions.net/docs/replicate-blocks.md)
- [Collecting School Information on a Form](https://knowledge.technolutions.net/docs/school-information.md)
- [Contact Information](https://knowledge.technolutions.net/docs/contact-information.md)
- [Custom Addresses within Forms](https://knowledge.technolutions.net/docs/custom-addresses-within-forms.md)
- [Payment Widgets in Forms](https://knowledge.technolutions.net/docs/form-payment-widget.md)
- [Video Capture Form Widget](https://knowledge.technolutions.net/docs/video-capture-form-widget.md)
- [AI Interviews](https://knowledge.technolutions.net/docs/ai-interviews.md)
- [Signature Form Field Widget](https://knowledge.technolutions.net/docs/signature-form-field-widget.md)
- [Secret Form Field Widget](https://knowledge.technolutions.net/docs/secret-form-field-widget.md)
- [Form Conditional Logic](https://knowledge.technolutions.net/docs/form-conditional-logic.md)
- [Calculated Fields in Forms](https://knowledge.technolutions.net/docs/calculated-fields-in-forms.md)
- [Using Conditional Logic in Form Calculations](https://knowledge.technolutions.net/docs/using-conditional-logic-in-form-calculations.md)
- [Format Mask in Forms](https://knowledge.technolutions.net/docs/format-mask-in-forms.md)
- [Form Communications](https://knowledge.technolutions.net/docs/form-communications.md)
- [Form and Event Communications Triggers & Groups](https://knowledge.technolutions.net/docs/form-and-event-communications-triggers-groups.md)
- [Form Payment Receipt Merge Fields](https://knowledge.technolutions.net/docs/form-payment-receipt-merge-fields.md)
- [Avoiding Form Spam Submissions](https://knowledge.technolutions.net/docs/avoiding-form-spam-submissions.md)
- [Form and Event Communications Merge Fields](https://knowledge.technolutions.net/docs/form-and-event-communications-merge-fields-1.md)
- [Conditionally Send Form and Event Communications](https://knowledge.technolutions.net/docs/adding-exports-and-filters-on-form-communications.md)
- [Redirecting Form Pages](https://knowledge.technolutions.net/docs/redirecting-form-pages.md): Suggested methods to redirect users
- [Capturing UTM Parameters in Forms](https://knowledge.technolutions.net/docs/capturing-utm-parameters-in-forms.md)
- [Exclude Weekends or Holidays from Calendar Widget in Forms](https://knowledge.technolutions.net/docs/exclude-weekends-or-holidays-from-calendar-widget-in-forms.md)
- [Advancement FAQ (Ask Us Anything)](https://knowledge.technolutions.net/docs/advancement-faq-ask-us-anything.md)
- [Gift Fields and Prompts](https://knowledge.technolutions.net/docs/gift-fields-and-prompts.md)
- [Donor Receipting and Acknowledgement Playbook](https://knowledge.technolutions.net/docs/donor-receipting-and-acknowledgement.md)
- [Donor and Prospect Profiles](https://knowledge.technolutions.net/docs/donor-and-prospect-profiles.md)
- [Giving Tab Overview](https://knowledge.technolutions.net/docs/giving-tab-overview.md)
- [Gifts](https://knowledge.technolutions.net/docs/gifts.md)
- [Pledges](https://knowledge.technolutions.net/docs/pledges.md)
- [Planned Giving](https://knowledge.technolutions.net/docs/planned-giving.md)
- [Recurring](https://knowledge.technolutions.net/docs/recurring-payments-for-gifts.md)
- [Opportunities](https://knowledge.technolutions.net/docs/opportunities.md)
- [Honored By](https://knowledge.technolutions.net/docs/honored-by.md)
- [Understanding Gift Connections](https://knowledge.technolutions.net/docs/understanding-gift-connections.md)
- [Appeals](https://knowledge.technolutions.net/docs/appeals.md)
- [Tribute Giving](https://knowledge.technolutions.net/docs/honors-tributes-and-occasions.md)
- [Soft Credits](https://knowledge.technolutions.net/docs/soft-credits.md)
- [Fundraising Campaigns](https://knowledge.technolutions.net/docs/fundraising-campaigns.md)
- [In Honor / In Memory Tribute Gift Notifications](https://knowledge.technolutions.net/docs/tribute-gift-notifications.md)
- [Split Gifts](https://knowledge.technolutions.net/docs/split-gifts.md)
- [Payments vs Gifts](https://knowledge.technolutions.net/docs/payments-vs-gifts.md)
- [Batch Gift Processing](https://knowledge.technolutions.net/docs/batch-gift-processing.md)
- [Campaign Conversions](https://knowledge.technolutions.net/docs/campaign-conversions.md)
- [The Donor Query Base](https://knowledge.technolutions.net/docs/the-donor-query-base.md)
- [Understanding the Payment Due Column on Registration Lists](https://knowledge.technolutions.net/docs/understanding-the-payment-due-column-on-registration-lists.md)
- [Acknowledgement & Receipts](https://knowledge.technolutions.net/docs/acknowledgement-receipts.md)
- [💻 Slate Spotlight: Actionable Fundraising Intelligence for Higher Education](https://knowledge.technolutions.net/docs/slate-spotlight-actionable-fundraising-intelligence-for-higher-education.md)
- [💻 Slate Spotlight: Performance Management and Goal Tracking](https://knowledge.technolutions.net/docs/slate-spotlight-performance-management-and-goal-tracking.md)
- [Gifts and Pledges on a Form](https://knowledge.technolutions.net/docs/gifts-on-a-form.md)
- [Enabling PayPal and Venmo as Payment Methods](https://knowledge.technolutions.net/docs/enabling-paypal-and-venmo-as-payment-methods.md)
- [Double the Donation Integration](https://knowledge.technolutions.net/docs/double-the-donation-integration.md)
- [Form Recurring Payment Merge Fields](https://knowledge.technolutions.net/docs/form-recurring-payment-merge-fields.md)
- [Link/Unlink Gifts with Payments](https://knowledge.technolutions.net/docs/linkunlink-gifts-with-payments.md)
- [Editing and Reversing Gifts](https://knowledge.technolutions.net/docs/editing-and-reversing-gifts.md)
- [Reassigning Gifts](https://knowledge.technolutions.net/docs/reassigning-gifts.md)
- [Importing, Exporting, & Integrations Overview](https://knowledge.technolutions.net/docs/data-and-document-management-overview.md): Slate has integrated successfully with a wide variety of software applications, including student information systems (SIS) such as Banner, PeopleSoft, and Colleague, as well as with business intelligence solutions and enterprise content management systems. In this article, you'll find a review of the methods and best practices for integrating external systems with Slate
- [Integration Center](https://knowledge.technolutions.net/docs/integration-center.md)
- [Configurable API](https://knowledge.technolutions.net/docs/slate-configurable-api.md)
- [Open API](https://knowledge.technolutions.net/docs/open-api.md)
- [Importing Data Overview](https://knowledge.technolutions.net/docs/importing-data-overview.md)
- [Historical Giving: Import Order, Mappings, Fulfillments, and Updating](https://knowledge.technolutions.net/docs/import-historical-gifts.md)
- [Importing Opportunities and Opportunity Notes](https://knowledge.technolutions.net/docs/importing-opportunities-and-opportunity-notes.md)
- [Importing Planned Gifts](https://knowledge.technolutions.net/docs/importing-planned-gifts-1.md)
- [Importing Pledges](https://knowledge.technolutions.net/docs/pledge-mapping-destinations.md)
- [Importing Gifts](https://knowledge.technolutions.net/docs/importing-gifts.md): This article describes special considerations for importing Gifts in Slate.
- [Importing Soft Credits](https://knowledge.technolutions.net/docs/soft-credit-mapping-destinations.md)
- [Importing Tribute and Occasion Gifts](https://knowledge.technolutions.net/docs/importing-tribute-and-occasion-gifts.md)
- [Migrating Recurring Gift Payments to Slate](https://knowledge.technolutions.net/docs/importing-recurring-gifts.md)
- [Importing Current Person Data](https://knowledge.technolutions.net/docs/importing-current-person-data.md)
- [Importing Current Applicant Data](https://knowledge.technolutions.net/docs/importing-current-applicant-data.md)
- [Importing Relationships](https://knowledge.technolutions.net/docs/importing-and-exporting-data-relationships.md)
- [Importing School Data](https://knowledge.technolutions.net/docs/importing-school-data.md)
- [Importing Test Score Data](https://knowledge.technolutions.net/docs/importing-test-score-data.md)
- [Importing Decision Data](https://knowledge.technolutions.net/docs/importing-decision-data.md)
- [Importing Event Data](https://knowledge.technolutions.net/docs/importing-event-data.md)
- [Importing Interaction Data](https://knowledge.technolutions.net/docs/importing-interaction-data.md)
- [Importing Qualitative Data](https://knowledge.technolutions.net/docs/importing-qualitative-data.md)
- [Upload Dataset](https://knowledge.technolutions.net/docs/upload-dataset-stages.md)
- [Troubleshooting Upload Dataset](https://knowledge.technolutions.net/docs/troubleshooting-upload-dataset.md)
- [Batch Acquire](https://knowledge.technolutions.net/docs/batch-acquire.md)
- [Importing Documents Using a Document Import Processor Source Format](https://knowledge.technolutions.net/docs/importing-documents-using-a-document-import-processor-source-format.md)
- [Document Scanner Recommendations](https://knowledge.technolutions.net/docs/document-scanner-recommendations.md)
- [Restrictions of Electronic Transcripts](https://knowledge.technolutions.net/docs/restrictions-of-electronic-transcripts.md)
- [Troubleshooting Scanning (Slate Desktop, Slate Acquire, Batch Acquire)](https://knowledge.technolutions.net/docs/troubleshooting-scanning-slate-desktop-slate-acquire-batch-acquire.md)
- [💻 Scanning and Uploading Documents in Batch](https://knowledge.technolutions.net/docs/scanning-and-uploading-documents-in-batch.md)
- [Matching Criteria Overview](https://knowledge.technolutions.net/docs/matching-criteria-overview.md): This article describes Slate's matching criteria for data imports, specifically relating to Advancement.
- [Matching Criteria for Person Records](https://knowledge.technolutions.net/docs/matching-criteria-for-person-records.md): This article describes the criteria that Slate uses to "match" Person records and prevent the creation of duplicate records.
- [Matching Criteria for Dataset Records](https://knowledge.technolutions.net/docs/matching-criteria-for-dataset-records.md)
- [Matching Criteria for Application Records](https://knowledge.technolutions.net/docs/matching-criteria-for-application-records.md)
- [Matching Criteria for System Objects (Schools, Tests, Interactions, and more)](https://knowledge.technolutions.net/docs/matching-criteria-for-system-objects-schools-tests-interactions-and-more.md)
- [Matching Criteria for System Objects (Gifts, Pledges, Opportunities, and more) - Advancement](https://knowledge.technolutions.net/docs/matching-criteria-for-system-objects-gifts-pledges-opportunities-and-more.md)
- [The Source Format Library](https://knowledge.technolutions.net/docs/the-source-format-library.md)
- [AMCAS Integration](https://knowledge.technolutions.net/docs/amcas-integration.md)
- [Introduction: Coalition Slate Configurations](https://knowledge.technolutions.net/docs/introduction-slate-configurations.md)
- [Coalition Source Formats: Application Profile](https://knowledge.technolutions.net/docs/coalition-source-formats-application-profile.md)
- [Coalition Source Formats: Application Courses](https://knowledge.technolutions.net/docs/coalition-source-formats-application-courses.md)
- [Coalition Supplement Form](https://knowledge.technolutions.net/docs/coalition-supplement-form.md)
- [Coalition Documents: ScoirMaterials](https://knowledge.technolutions.net/docs/coalition-documents-scoirmaterials.md)
- [Coalition FAQ](https://knowledge.technolutions.net/docs/coalition-faq.md)
- [Importing Data from the Coalition for College](https://knowledge.technolutions.net/docs/importing-data-from-the-coalition-for-college.md)
- [Common App Updates 2025-26](https://knowledge.technolutions.net/docs/common-app-updates-2025-26.md)
- [Introduction to the Common App Integration with Slate](https://knowledge.technolutions.net/docs/introduction-to-the-common-app-integration-with-slate.md)
- [💻 Great Expectations: What to Expect and How to Prepare for Common App Integration](https://knowledge.technolutions.net/docs/great-expectations-what-to-expect-and-how-to-prepare-for-common-app-integration.md)
- [Overview: Importing the Common Application](https://knowledge.technolutions.net/docs/overview-importing-the-common-application.md)
- [The Common Application - Applications](https://knowledge.technolutions.net/docs/the-common-application-applications.md)
- [Importing CommonApp Documents](https://knowledge.technolutions.net/docs/the-common-application-materials.md)
- [The Common Application Recommendations](https://knowledge.technolutions.net/docs/the-common-application-recommendations.md)
- [The Common Application Writing Supplement](https://knowledge.technolutions.net/docs/the-common-application-writing-supplement.md)
- [The Common Application - Suspects and Prospects](https://knowledge.technolutions.net/docs/the-common-application-suspects-and-prospects.md)
- [The Common Application Payments](https://knowledge.technolutions.net/docs/the-common-application-payments.md)
- [The Common Application Courses](https://knowledge.technolutions.net/docs/the-common-application-courses.md)
- [The Common Application Transfer Application](https://knowledge.technolutions.net/docs/the-common-application-transfer-application.md)
- [The Common Application Transfer Materials](https://knowledge.technolutions.net/docs/the-common-application-transfer-materials.md)
- [The Common Application Transfer In-Progress Data Files](https://knowledge.technolutions.net/docs/the-common-application-transfer-in-progress-data-files.md)
- [The Common Application Transfer Payments](https://knowledge.technolutions.net/docs/the-common-application-transfer-payments.md)
- [2019-2020 Common App Cycle Preparations](https://knowledge.technolutions.net/docs/2019-2020-common-app-cycle-preparations.md)
- [Common Black College Application Integration](https://knowledge.technolutions.net/docs/common-black-college-application-integration.md)
- [Importing Campaign Data Files from EAB](https://knowledge.technolutions.net/docs/importing-campaign-data-files-eab.md)
- [EMA Standard Application Online](https://knowledge.technolutions.net/docs/enrollment-management-association.md)
- [Gateway to Prep](https://knowledge.technolutions.net/docs/gateway-to-prep.md)
- [Liaison CAS Applications Integration](https://knowledge.technolutions.net/docs/liaison-cas-applications-integration.md)
- [Optional Source Formats for Liaison CAS](https://knowledge.technolutions.net/docs/optional-source-formats-for-liaison-cas.md)
- [QuestBridge College Prep Scholars Delivery](https://knowledge.technolutions.net/docs/questbridge-college-prep-scholars-delivery.md)
- [QuestBridge National College Match Delivery](https://knowledge.technolutions.net/docs/questbridge-national-college-match-delivery.md)
- [QuestBridge Graduate School Match](https://knowledge.technolutions.net/docs/questbridge-graduate-school-match.md)
- [Cambridge English Results Service Integration](https://knowledge.technolutions.net/docs/cambridge-english-results-service-integration.md)
- [Displaying ETS Score Reports in the Reader](https://knowledge.technolutions.net/docs/displaying-ets-score-reports-in-the-reader.md)
- [Duolingo English Test Integration](https://knowledge.technolutions.net/docs/duolingo-english-test-integration.md)
- [Automating GRE Score Import with EDM Touchless Solution](https://knowledge.technolutions.net/docs/automating-gre-and-toefl-score-import-with-ets-data-manager-touchless-solution.md)
- [IELTS Results Service Integration](https://knowledge.technolutions.net/docs/ielts-results-service-integration.md)
- [LanguageCert Academic Test Integration](https://knowledge.technolutions.net/docs/languagecert-academic-test-integration.md)
- [Oxford ELLT (English Language Level Test) Integration](https://knowledge.technolutions.net/docs/oxford-ellt-english-language-level-test-integration.md)
- [Pearson PTE Integration](https://knowledge.technolutions.net/docs/guide.md)
- [PGP Encrypted Score Data Files](https://knowledge.technolutions.net/docs/pgp-encrypted-score-data-files.md)
- [The Redesigned SAT](https://knowledge.technolutions.net/docs/the-redesigned-sat.md)
- [Secondary School Admission Test Data and PDFs](https://knowledge.technolutions.net/docs/secondary-school-admission-test-data-and-pdfs.md)
- [Automating TOEFL Score Import with TOEFL Access Touchless Solution](https://knowledge.technolutions.net/docs/automating-toefl-score-import-with-edm-touchless-solution.md)
- [Educational Credential Evaluators (ECE) Integration](https://knowledge.technolutions.net/docs/educational-credential-evaluators-ece-integration.md)
- [Educational Perspectives](https://knowledge.technolutions.net/docs/educational-perspectives.md)
- [International Education Evaluations (IEE) Integration](https://knowledge.technolutions.net/docs/international-education-evaluations-iee-integration.md)
- [National Student Clearinghouse](https://knowledge.technolutions.net/docs/national-student-clearinghouse.md)
- [Parchment Integration](https://knowledge.technolutions.net/docs/parchment-integration.md)
- [Scribbles](https://knowledge.technolutions.net/docs/scribbles.md)
- [The Evaluation Company](https://knowledge.technolutions.net/docs/spantran-the-evaluation-company.md)
- [TruEnroll Integration](https://knowledge.technolutions.net/docs/truenroll-credential.md)
- [World Education Services (WES) Integration](https://knowledge.technolutions.net/docs/world-education-services-wes-integration.md)
- [iWave Research Integration](https://knowledge.technolutions.net/docs/iwave-research-integration.md)
- [DonorSearch Research Integration](https://knowledge.technolutions.net/docs/donorsearch-research-integration.md)
- [Kira Talent Integration](https://knowledge.technolutions.net/docs/kira-talent-integration.md)
- [InitialView Integration](https://knowledge.technolutions.net/docs/initialview-integration.md)
- [Vericant Integration](https://knowledge.technolutions.net/docs/vericant-integration.md)
- [VidCruiter Integration](https://knowledge.technolutions.net/docs/vidcruiter-integration.md)
- [Front Rush Import](https://knowledge.technolutions.net/docs/front-rush-import.md)
- [Capture Higher Ed Integration](https://knowledge.technolutions.net/docs/capture-higher-ed-integration.md)
- [College Board Search](https://knowledge.technolutions.net/docs/college-board-search.md)
- [College Board High School Performance Information](https://knowledge.technolutions.net/docs/college-board-high-school-performance-information.md)
- [Huron Integration](https://knowledge.technolutions.net/docs/huron-integration.md)
- [Keystone Academic Solutions](https://knowledge.technolutions.net/docs/keystone-academic-solutions.md)
- [MaiaLearning Integration](https://knowledge.technolutions.net/docs/maialearning-integration.md)
- [Niche Integration](https://knowledge.technolutions.net/docs/niche-integration.md)
- [U.S. News Student Connect Leads Integration](https://knowledge.technolutions.net/docs/us-news-student-connect-leads-integration.md)
- [Axiom HE Banner to Slate](https://knowledge.technolutions.net/docs/axiom-he-banner-to-slate.md)
- [CampusESP Integration](https://knowledge.technolutions.net/docs/campusespintegration.md)
- [eShipGlobal UEMS Integration](https://knowledge.technolutions.net/docs/eshipglobal-uems-integration.md)
- [FlippedApp by Concept3D](https://knowledge.technolutions.net/docs/concept3d-flipped-app.md)
- [GMAC Common Letter of Recommendation](https://knowledge.technolutions.net/docs/gmac-common-letter-of-recommendation.md): Implement the GMAC Common Letter of Recommendation in Slate by adding it from the Template Library, customizing the form, and associating it with the reference page in the Application Editor.
- [Motimatic Integration](https://knowledge.technolutions.net/docs/motimatic-integration.md)
- [Net Natives Akero Integration Platform](https://knowledge.technolutions.net/docs/net-natives-akero-integration-platform.md)
- [Scoir Handraisers Import](https://knowledge.technolutions.net/docs/scoir-handraisers-import.md)
- [Scoir Unified Messaging](https://knowledge.technolutions.net/docs/scoir-unified-messaging.md)
- [ZeeMee Integration](https://knowledge.technolutions.net/docs/zeemee-integration.md)
- [Source Format Settings](https://knowledge.technolutions.net/docs/source-format-settings.md)
- [Format Definition XML](https://knowledge.technolutions.net/docs/format-definition-xml.md)
- [Creating a Custom Source Format](https://knowledge.technolutions.net/docs/creating-a-custom-source-format.md)
- [Capturing Source Format Metadata](https://knowledge.technolutions.net/docs/capturing-source-format-metadata.md)
- [Setup Mappings: Static Value Round Mapping](https://knowledge.technolutions.net/docs/setup-mappings-static-value-round-mapping.md)
- [Scheduling Imports from SFTP](https://knowledge.technolutions.net/docs/scheduling-imports-from-sftp.md)
- [Importing Files from a Remote Host/SFTP Server](https://knowledge.technolutions.net/docs/importing-files-from-a-remote-hostsftp-server.md)
- [Retrieving Files and Importing Data from a Remote SFTP Server](https://knowledge.technolutions.net/docs/retrieving-files-and-importing-data-from-a-remote-sftp-server.md)
- [Importing Data with Web Services](https://knowledge.technolutions.net/docs/importing-data-with-web-services.md)
- [💻 A Dazzling Demo on Data (Import)](https://knowledge.technolutions.net/docs/a-dazzling-demo-on-data-import.md)
- [Getting Started with Data Exports](https://knowledge.technolutions.net/docs/exporting-data-overview.md)
- [Determining Your Data Export Process](https://knowledge.technolutions.net/docs/data-export.md)
- [Building a Data Export Query](https://knowledge.technolutions.net/docs/building-data-export-query.md)
- [Exporting Country Values](https://knowledge.technolutions.net/docs/exporting-country-values.md)
- [Scheduling Data Exports](https://knowledge.technolutions.net/docs/scheduling-exports.md)
- [Dynamic Views](https://knowledge.technolutions.net/docs/dynamic-views.md)
- [Materialized Views](https://knowledge.technolutions.net/docs/materialized-views.md)
- [Testing & Going Live with Data Exports](https://knowledge.technolutions.net/docs/testing-going-live-with-data-exports.md)
- [General Ledger Feed for Advancement](https://knowledge.technolutions.net/docs/general-ledger-feed.md)
- [Sharing Slate Data: Options and Best Practices](https://knowledge.technolutions.net/docs/sharing-slate-data-options-and-best-practices.md)
- [Data Warehousing](https://knowledge.technolutions.net/docs/data-warehousing.md)
- [Getting Started with Document Exports](https://knowledge.technolutions.net/docs/getting-started-with-document-exports.md)
- [Building a Document Export Query](https://knowledge.technolutions.net/docs/creating-a-document-export-query-with-configurable-joins.md)
- [Adding Metadata to Exported Documents](https://knowledge.technolutions.net/docs/adding-a-header-or-footer-to-documents-in-a-document-export-query.md)
- [Customizing Exported Document File Names](https://knowledge.technolutions.net/docs/customizing-the-document-file-name-in-a-document-export-query.md)
- [Configuring Document Export Materials](https://knowledge.technolutions.net/docs/configuring-document-export-materials.md)
- [Scheduling Document Exports](https://knowledge.technolutions.net/docs/scheduling-document-exports.md)
- [Testing & Going Live with Document Exports](https://knowledge.technolutions.net/docs/testing-document-exports.md)
- [Exporting Admin PDF Download Materials](https://knowledge.technolutions.net/docs/exporting-admin-pdf-download-materials.md)
- [Exporting Materials to an External System (Legacy)](https://knowledge.technolutions.net/docs/exporting-materials-to-an-external-system.md)
- [Defining Material Exports and Filters (Legacy)](https://knowledge.technolutions.net/docs/defining-material-exports-and-filters.md)
- [Customizing Document Export File Names for Scheduled Exports (Legacy)](https://knowledge.technolutions.net/docs/customizing-document-export-file-names-for-scheduled-exports.md)
- [SFTP Overview](https://knowledge.technolutions.net/docs/sftp-overview.md)
- [Provisioning SFTP User Access](https://knowledge.technolutions.net/docs/provisioning-sftp-user-access.md)
- [SFTP Explorer](https://knowledge.technolutions.net/docs/locating-sftp-files-sftp-folders.md)
- [SFTP Connection Validation](https://knowledge.technolutions.net/docs/sftp-connection-validation.md)
- [Sending Scheduled Exports to a Remote SFTP Server](https://knowledge.technolutions.net/docs/sending-scheduled-exports-to-a-remote-sftp-server.md)
- [Troubleshooting SFTP/Remote Connections](https://knowledge.technolutions.net/docs/troubleshooting-sftpremote-connections.md)
- [SFTP in Test Environments](https://knowledge.technolutions.net/docs/sftp-in-test-environments.md)
- [SFTP Technical Details for Network Administrators](https://knowledge.technolutions.net/docs/sftp-technical-details-for-network-administrators.md)
- [Exporting Data with Web Services](https://knowledge.technolutions.net/docs/exporting-data-with-web-services.md): Slate supports the ability to create custom web services using the Query Builder.
- [CIDR Notation for IP Subnets](https://knowledge.technolutions.net/docs/cidr-notation-for-ip-subnets.md)
- [Automated Export / Import Process Using Web Services](https://knowledge.technolutions.net/docs/automated-export-import-process-using-web-services.md)
- [Suitcase](https://knowledge.technolutions.net/docs/suitcase.md)
- [Universal Copy/Paste](https://knowledge.technolutions.net/docs/universal-copypaste.md)
- [Suitcase ID Index](https://knowledge.technolutions.net/docs/suitcase-id-index.md)
- [Custom SQL Best Practices](https://knowledge.technolutions.net/docs/custom-sql-best-practices.md)
- [Direct SQL Access](https://knowledge.technolutions.net/docs/direct-sql-access.md)
- [Troubleshooting Direct SQL Access](https://knowledge.technolutions.net/docs/troubleshooting-direct-sql-access.md)
- [Inbox Overview](https://knowledge.technolutions.net/docs/inbox-overview.md): The Slate Inbox feature allows your institution to directly manage multiple office email accounts hosted by email clients such as Gmail and Outlook and incoming text messages in Slate.
- [Inbox Setup](https://knowledge.technolutions.net/docs/configuring-inbox.md)
- [Sending Inbox Messages](https://knowledge.technolutions.net/docs/replying-to-and-resolving-messages.md): The HTML editor in Inbox is the same editor used throughout Slate, including Deliver, Form Builder, Event Landing Pages, and on the person record when composing individual email messages.
- [Assigning Inbox Messages](https://knowledge.technolutions.net/docs/userrole-assignment.md): Role assignments for messages are important, as the Role dictates which users are able to view and respond to the message within Inbox.
- [Inbox Snippets](https://knowledge.technolutions.net/docs/inbox-snippets.md): Snippets allow you to quickly add content that is used repeatedly to a message. Multiple Snippets can be used in the same message.
- [Bots Overview](https://knowledge.technolutions.net/docs/bots.md): Bots in Slate use AI to offer answers to frequently asked questions.
- [Agents](https://knowledge.technolutions.net/docs/agents.md)
- [AI Chat Bots](https://knowledge.technolutions.net/docs/ai-chat-bots.md)
- [Q&A Chat Bots](https://knowledge.technolutions.net/docs/qa-chat-bots.md)
- [Reply Bots](https://knowledge.technolutions.net/docs/reply-bots.md)
- [Automate Inbox Message Status (Resolve / Open)](https://knowledge.technolutions.net/docs/automate-inbox-message-status-resolve-open.md)
- [Automate Inbox Notifications](https://knowledge.technolutions.net/docs/automate-inbox-notifications.md)
- [Automate Inbox Automatic Replies](https://knowledge.technolutions.net/docs/automate-inbox-automatic-replies.md)
- [Automate Inbox Processing (Star / Flag)](https://knowledge.technolutions.net/docs/automate-inbox-processing-star-flag.md)
- [Managing Junk Mail in Inbox](https://knowledge.technolutions.net/docs/managing-junk-mail-in-inbox.md): Messages that come into Inbox can be batch-managed or manually marked as Junk and automatically be routed to the Junk folder in Inbox upon receipt through spam filtering or by configuring a Message Inbox rule in the Rules Editor.
- [Automate Inbox Assignments](https://knowledge.technolutions.net/docs/automate-inbox-assignments.md)
- [Troubleshooting Microsoft Outlook Add-In (Legacy)](https://knowledge.technolutions.net/docs/troubleshooting-microsoft-outlook-add-in-legacy.md)
- [Getting Started with Liquid Markup](https://knowledge.technolutions.net/docs/getting-started-with-liquid-markup.md)
- [Objects and Comparisons](https://knowledge.technolutions.net/docs/objects-comparisons.md)
- [The If, Elsif, and Else Tags](https://knowledge.technolutions.net/docs/if-else-elsif-tags.md)
- [The Unless Tag](https://knowledge.technolutions.net/docs/unless-tags-in-liquid-markup.md)
- [The Case Tag](https://knowledge.technolutions.net/docs/case-tags-in-liquid-markup.md)
- [The For Tag and Liquid Looping](https://knowledge.technolutions.net/docs/liquid-markup-looping.md)
- [The Assign Tag](https://knowledge.technolutions.net/docs/assign-tags-in-liquid-markup.md)
- [The Capture Tag](https://knowledge.technolutions.net/docs/capture-tags-in-liquid-markup.md)
- [Liquid Markup Filters](https://knowledge.technolutions.net/docs/liquid-markup-filters.md)
- [Using Liquid Markup in Portals](https://knowledge.technolutions.net/docs/using-liquid-markup-in-portals.md): Optimize your Slate portals with Liquid markup, conditionally displaying content based on specific applicant data for a tailored experience.
- [Advanced Liquid Markup](https://knowledge.technolutions.net/docs/advanced-liquid-markup.md)
- [Troubleshooting Liquid Markup](https://knowledge.technolutions.net/docs/troubleshooting-liquid-markup.md)
- [Overview of Payments in Slate](https://knowledge.technolutions.net/docs/overview-of-payments-in-slate.md)
- [Facilitating Payments in Slate Using Activities](https://knowledge.technolutions.net/docs/charging-payments-in-slate-using-interactions-and-activities.md)
- [Allowing Payments on Behalf of Others](https://knowledge.technolutions.net/docs/allowing-payments-on-behalf-of-others.md)
- [Slate Payments - Overview](https://knowledge.technolutions.net/docs/slate-payments-overview.md): Slate Payments - Overview
- [Slate Payments - Setup](https://knowledge.technolutions.net/docs/slate-payments-setup.md)
- [Slate Payments - FAQs](https://knowledge.technolutions.net/docs/slate-payments-faq.md)
- [Slate Payments - Disputes](https://knowledge.technolutions.net/docs/slate-payments-disputes.md)
- [Slate Payments - Refunds](https://knowledge.technolutions.net/docs/slate-payments-refunds.md)
- [Slate Payments - Payouts](https://knowledge.technolutions.net/docs/slate-payments-transfers.md)
- [Slate Payments - Balances](https://knowledge.technolutions.net/docs/slate-payments-account-balance.md)
- [Migrating to Slate Payments](https://knowledge.technolutions.net/docs/migrating-to-slate-payments.md)
- [Migrate recurring payments](https://knowledge.technolutions.net/docs/migrating-recurring-payments.md)
- [In-Person Payments with Terminal](https://knowledge.technolutions.net/docs/in-person-payments-with-payment-terminal.md)
- [Collecting Payments with an iPhone](https://knowledge.technolutions.net/docs/collecting-payments-with-a-mobile-device.md)
- [Payment Terminal Security](https://knowledge.technolutions.net/docs/payment-terminal-security.md)
- [Using an External Processor to Collect Payments through Slate](https://knowledge.technolutions.net/docs/using-an-external-processor-to-collect-payments-through-slate.md)
- [Using Flywire for international payers](https://knowledge.technolutions.net/docs/using-flywire-for-international-payment-processing.md)
- [Authorize.Net](https://knowledge.technolutions.net/docs/authorizenet.md)
- [Transact (CASHNet)](https://knowledge.technolutions.net/docs/cashnet.md)
- [CyberSource](https://knowledge.technolutions.net/docs/cybersource.md)
- [DiamondMind](https://knowledge.technolutions.net/docs/diamondmind.md)
- [Flywire](https://knowledge.technolutions.net/docs/flywire.md)
- [Higher One Netpay](https://knowledge.technolutions.net/docs/higher-one-netpay.md)
- [Moneris](https://knowledge.technolutions.net/docs/moneris.md)
- [Nelnet Commerce Manager](https://knowledge.technolutions.net/docs/nelnet-commerce-manager.md)
- [Nelnet QuikPay](https://knowledge.technolutions.net/docs/nelnet-quikpay.md)
- [Official Payments/ACI](https://knowledge.technolutions.net/docs/official-paymentsaci.md)
- [Payflow Link](https://knowledge.technolutions.net/docs/payflow-link.md)
- [Payflow Pro](https://knowledge.technolutions.net/docs/payflow-pro.md)
- [TMS Link](https://knowledge.technolutions.net/docs/tms-link.md)
- [TouchNet Ready/TLink](https://knowledge.technolutions.net/docs/touchnet-readytlink.md)
- [Virtual Merchant/Elavon/Converge](https://knowledge.technolutions.net/docs/virtual-merchantelavonconverge.md)
- [Viewing and Querying Payment Data](https://knowledge.technolutions.net/docs/viewing-and-querying-payment-data.md)
- [Troubleshooting Payment Issues](https://knowledge.technolutions.net/docs/troubleshooting-payment-issues.md)
- [Portals Overview](https://knowledge.technolutions.net/docs/portals-overview.md)
- [Creating a Custom Portal](https://knowledge.technolutions.net/docs/creating-a-custom-portal.md)
- [Troubleshooting Portals](https://knowledge.technolutions.net/docs/troubleshooting-portals.md)
- [Express Portals](https://knowledge.technolutions.net/docs/express-portals.md)
- [Assignment Lists](https://knowledge.technolutions.net/docs/assignment-lists.md)
- [Cadences](https://knowledge.technolutions.net/docs/cadences.md)
- [Concierge](https://knowledge.technolutions.net/docs/concierge.md)
- [Application Management Portal](https://knowledge.technolutions.net/docs/application-management-portal.md)
- [Embedding a Portal](https://knowledge.technolutions.net/docs/embedding-a-portal.md)
- [Migrating from Event Landing Pages to Portals](https://knowledge.technolutions.net/docs/migrating-from-event-landing-pages.md)
- [Portal Widgets](https://knowledge.technolutions.net/docs/portal-widgets.md)
- [Content Blocks in Portals](https://knowledge.technolutions.net/docs/content-blocks-in-portals.md)
- [Portal Events Widget](https://knowledge.technolutions.net/docs/portal-events-widget.md)
- [Forms in Portals](https://knowledge.technolutions.net/docs/using-slate-forms-with-portals.md)
- [Portal Components](https://knowledge.technolutions.net/docs/portal-components.md)
- [Portal Report Widget](https://knowledge.technolutions.net/docs/reports-in-portals.md)
- [Portal Data Tables](https://knowledge.technolutions.net/docs/portal-tables.md)
- [Portal Security Scopes & Access Filters](https://knowledge.technolutions.net/docs/portal-authentication-methods.md)
- [Dataset Portal Login and Password Reset](https://knowledge.technolutions.net/docs/dataset-portal-login-and-password-reset.md)
- [Allow Anonymous Access to Person or Dataset Portals](https://knowledge.technolutions.net/docs/allow-anonymous-access-to-person-or-dataset-portals.md)
- [Portal Branding](https://knowledge.technolutions.net/docs/portal-branding.md)
- [Portal Access and Editing Permissions](https://knowledge.technolutions.net/docs/portal-permissions.md)
- [Portal Identity Filter](https://knowledge.technolutions.net/docs/portal-identity-filter.md)
- [Filter-based Searching in Portals](https://knowledge.technolutions.net/docs/filter-based-searching-in-portals.md)
- [Portal Pop-ups](https://knowledge.technolutions.net/docs/portal-pop-ups.md)
- [Portal Redirects](https://knowledge.technolutions.net/docs/portal-redirects.md)
- [Portal Tabs](https://knowledge.technolutions.net/docs/portal-tabs.md)
- [Add Slate Standard Portals via Suitcase](https://knowledge.technolutions.net/docs/add-slate-standard-portals-via-suitcase-briefcase.md)
- [Event Portals](https://knowledge.technolutions.net/docs/event-portals.md)
- [Find My Counselor Portal](https://knowledge.technolutions.net/docs/find-my-counselor-portal.md)
- [Enrolling Students Portal](https://knowledge.technolutions.net/docs/slate-standard-enrolling-students-portal.md)
- [Slate Standard Alumni Interviewing Portal](https://knowledge.technolutions.net/docs/slate-standard-alumni-interviewing-portal.md)
- [Slate Standard Athletics Portal](https://knowledge.technolutions.net/docs/slate-standard-athletics-portal.md)
- [Slate Standard Tour Guide Portal](https://knowledge.technolutions.net/docs/slate-standard-tour-guide-portal.md)
- [Create a Live Advising Center Board](https://knowledge.technolutions.net/docs/create-a-live-advising-center-board.md)
- [💻 Portal Methods and Queries and Views, Oh My! (Part 1 of 3)](https://knowledge.technolutions.net/docs/portal-methods-and-queries-and-views-oh-my-part-1-of-3.md)
- [💻 Portals Across Campus (Part 2 of 3)](https://knowledge.technolutions.net/docs/portals-across-campus-part-2-of-3.md)
- [💻 To Portals and Beyond! (Part 3 of 3)](https://knowledge.technolutions.net/docs/to-portals-and-beyond-part-3-of-3.md)
- [💻  Slate Spotlight: Portal Editor](https://knowledge.technolutions.net/docs/slate-spotlight-portal-editor.md)
- [Event Portal Widgets, Entity Management, Nudging - Student Success](https://knowledge.technolutions.net/docs/event-portal-widgets-entity-management-nudging.md)
- [💻 Standard Giving Day Portal](https://knowledge.technolutions.net/docs/standard-giving-day-portal.md)
- [Slate Spotlight: Advancement Portal Design: Left-Side Navigation](https://knowledge.technolutions.net/docs/slate-spotlight-advancement-portal-design-left-side-navigation.md)
- [Queries Overview](https://knowledge.technolutions.net/docs/queries-overview.md): Efficiently utilize queries to manage and analyze data, enabling informed decision-making and streamlined data handling for reports, mailing lists, and more. Master the essentials of querying by setting clear objectives, pinpointing crucial data points, and refining query techniques to optimize data extraction and analysis.
- [Getting Started with Configurable Joins](https://knowledge.technolutions.net/docs/getting-started-with-configurable-joins.md)
- [Troubleshooting Queries](https://knowledge.technolutions.net/docs/troubleshooting-queries.md)
- [Slate Database Structure](https://knowledge.technolutions.net/docs/slate-database-structure.md)
- [Database Structure & Determination of Table Ranks](https://knowledge.technolutions.net/docs/database-structure-determination-of-table-ranks.md)
- [Creating a Query](https://knowledge.technolutions.net/docs/query-elements.md): The Query Builder is used to isolate records that meet specific criteria. Some of the queries created in Slate will be used continually as part of business processes, while others can be used just once to accomplish a non-recurring task.
- [Adding and Configuring Exports](https://knowledge.technolutions.net/docs/adding-and-configuring-exports.md)
- [Commonly Used Application-Scoped Exports and Filters](https://knowledge.technolutions.net/docs/commonly-used-application-scoped-exports-and-filters.md)
- [Commonly Used Person-Scoped Exports and Filters](https://knowledge.technolutions.net/docs/commonly-used-person-scoped-exports-and-filters.md)
- [Subquery Filters & Aggregates](https://knowledge.technolutions.net/docs/subquery-filters.md)
- [Subquery Exports & Outputs](https://knowledge.technolutions.net/docs/subquery-exports-outputs.md)
- [Joins](https://knowledge.technolutions.net/docs/joins.md)
- [Standard Configurable Joins Query Bases](https://knowledge.technolutions.net/docs/descriptions-of-standard-configurable-joins-query-bases.md)
- [Query Settings](https://knowledge.technolutions.net/docs/query-settings.md)
- [Query Part Export Settings](https://knowledge.technolutions.net/docs/query-part-export-settings.md)
- [Query Output Options](https://knowledge.technolutions.net/docs/query-output-options.md)
- [Querying on Form Responses](https://knowledge.technolutions.net/docs/querying-on-form-responses.md): Instructions for querying on form responses, including the form field value export.
- [Excel and Google Sheets Live Sync](https://knowledge.technolutions.net/docs/excel-and-google-sheets-live-sync.md)
- [Migrating to Configurable Joins](https://knowledge.technolutions.net/docs/migrating-to-configurable-joins.md)
- [Saved Queries](https://knowledge.technolutions.net/docs/saved-queries.md)
- [Query Library](https://knowledge.technolutions.net/docs/query-library.md)
- [Query Building Best Practices](https://knowledge.technolutions.net/docs/writing-and-optimizing-efficient-queries.md)
- [Query Base Views](https://knowledge.technolutions.net/docs/query-base-views.md)
- [Using Formulas in Subquery Exports](https://knowledge.technolutions.net/docs/using-formulas-in-queries.md)
- [Using Formulas In Queries for Student Success](https://knowledge.technolutions.net/docs/student-success-using-formulas-in-queries.md)
- [Reformatting Phone Numbers](https://knowledge.technolutions.net/docs/reformatting-phone-numbers-in-exports-reports.md)
- [Creating Default Query Builder Templates](https://knowledge.technolutions.net/docs/creating-default-query-builder-templates.md)
- [Exporting User Information (Fields Using "User" Prompt)](https://knowledge.technolutions.net/docs/exporting-user-information-fields-using-user-prompt.md)
- [Associating Pledges to Gifts for Advancement](https://knowledge.technolutions.net/docs/associating-pledges-to-gifts.md)
- [Associating Gifts to Pledges for Advancement](https://knowledge.technolutions.net/docs/associating-gifts-to-pledges.md)
- [Group By Functionality in Subquery Exports for Advancement](https://knowledge.technolutions.net/docs/group-by-functionality-in-subquery-exports.md)
- [Consecutive Year of Giving & Sequential Value Groups](https://knowledge.technolutions.net/docs/consecutive-years-of-giving-sequential-value-groups.md)
- [Dependent Subqueries and Independent Subqueries](https://knowledge.technolutions.net/docs/dependent-subqueries-and-independent-subqueries.md)
- [How Standard IPEDS Filters & Exports are Calculated](https://knowledge.technolutions.net/docs/how-standard-ipeds-filters-exports-are-calculated.md)
- [Age Exports](https://knowledge.technolutions.net/docs/calculating-age-in-slate.md)
- [Filtering on Free-Text Fields](https://knowledge.technolutions.net/docs/filtering-on-free-text-fields.md)
- [Application Status Review Query](https://knowledge.technolutions.net/docs/querying-on-application-status.md)
- [💻  Slate Spotlight: Configurable Joins with Alexander Clark](https://knowledge.technolutions.net/docs/slate-spotlight-configurable-joins-with-alexander-clark.md)
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- [Query Library, Research, & Custom Dashboards for Student Success](https://knowledge.technolutions.net/docs/query-library-research-custom-dashboards.md)
- [Adding and Configuring Filters (legacy)](https://knowledge.technolutions.net/docs/adding-and-configuring-filters.md)
- [Local and Slate Template Library Query Bases (Legacy)](https://knowledge.technolutions.net/docs/local-and-slate-template-library-query-bases-legacy.md)
- [Curating the Query Exports/Filters Tool (Legacy)](https://knowledge.technolutions.net/docs/curating-the-query-exportsfilters-tool-legacy.md)
- [💻 Exploring Exports](https://knowledge.technolutions.net/docs/exploring-exports.md)
- [The Slate Template Library (Legacy)](https://knowledge.technolutions.net/docs/the-slate-template-library-legacy.md)
- [Slate user-defined SQL functions](https://knowledge.technolutions.net/docs/slate-user-defined-sql-functions.md)
- [Query Base (Legacy) Settings](https://knowledge.technolutions.net/docs/query-base-settings.md)
- [Reader Overview](https://knowledge.technolutions.net/docs/reader-overview.md)
- [Workflows Overview](https://knowledge.technolutions.net/docs/workflows.md)
- [Planning Workflows](https://knowledge.technolutions.net/docs/planning-workflows.md)
- [Caseloads for Student Success](https://knowledge.technolutions.net/docs/caseloads.md)
- [Planning Workflows for Student Success](https://knowledge.technolutions.net/docs/planning-workflows-for-student-success.md)
- [Workflow Bin Settings](https://knowledge.technolutions.net/docs/workflow-bin-settings.md)
- [Troubleshooting Workflows](https://knowledge.technolutions.net/docs/troubleshooting-workflows.md)
- [Displaying Data in the Reader](https://knowledge.technolutions.net/docs/auto-pdf-custom-pdf-or-data-containers.md)
- [Data Containers](https://knowledge.technolutions.net/docs/data-containers.md)
- [Portals in Reader](https://knowledge.technolutions.net/docs/portals-in-reader.md)
- [Troubleshooting Slow Reader Portal Performance](https://knowledge.technolutions.net/docs/reader-latency.md)
- [Custom PDF](https://knowledge.technolutions.net/docs/custom-pdf.md)
- [Auto PDF](https://knowledge.technolutions.net/docs/auto-pdf.md)
- [Displaying Cluster Reports in the Reader](https://knowledge.technolutions.net/docs/display-cluster-reports-in-reader.md)
- [Displaying Custom Fields in Reader Dashboards (Merge Queries)](https://knowledge.technolutions.net/docs/displaying-custom-fields-in-reader-dashboards-merge-queries.md)
- [Adding Preset Filters to the Reader](https://knowledge.technolutions.net/docs/adding-preset-filters-to-the-reader.md)
- [Displaying Review Forms Responses in the Reader](https://knowledge.technolutions.net/docs/reviewing-displaying-reader-review-forms-in-the-reader.md)
- [Reader Popup Dashboards (legacy)](https://knowledge.technolutions.net/docs/reader-popup-dashboards.md)
- [Workflow Review Forms](https://knowledge.technolutions.net/docs/workflow-review-forms.md)
- [Reader Review Form Calculations](https://knowledge.technolutions.net/docs/reader-review-form-calculations.md)
- [Admin & Applicant PDF Download Options](https://knowledge.technolutions.net/docs/admin-applicant-pdf-download-options.md)
- [Pop a Reader Tab Group or Current Reader Tab into a New Browser Tab](https://knowledge.technolutions.net/docs/pop-a-reader-tab-group-or-current-reader-tab-into-a-new-browser-tab.md)
- [Workflow Queue Internal Notification with Deliver](https://knowledge.technolutions.net/docs/workflow-queue-internal-notification-with-deliver.md)
- [Building a Ticketing System](https://knowledge.technolutions.net/docs/building-a-ticketing-system.md)
- [Reader AI](https://knowledge.technolutions.net/docs/reader-ai.md)
- [Reader Bins (Legacy) Settings](https://knowledge.technolutions.net/docs/reader-bins-legacy-settings.md)
- [Workflows (Legacy)](https://knowledge.technolutions.net/docs/workflows-legacy.md)
- [Planning Workflows (deprecated version)](https://knowledge.technolutions.net/docs/planning-workflows-deprecated-version.md)
- [Reader Review Forms (Legacy)](https://knowledge.technolutions.net/docs/reader-review-forms-legacy.md)
- [Reader Tab Materials (Legacy)](https://knowledge.technolutions.net/docs/reader-tab-materials-legacy.md)
- [Reader Tab Groups (Legacy)](https://knowledge.technolutions.net/docs/reader-tab-groups-legacy.md)
- [Reader Bins (Legacy)](https://knowledge.technolutions.net/docs/reader-bins-legacy.md)
- [Reader and GPA Recalculation Best Practices (Legacy)](https://knowledge.technolutions.net/docs/reader-and-gpa-recalculation-best-practices.md)
- [Troubleshooting the Reader (Legacy)](https://knowledge.technolutions.net/docs/troubleshooting-the-reader-deprecated-version.md)
- [Displaying Reader Review Forms in the Reader (Legacy)](https://knowledge.technolutions.net/docs/displaying-reader-review-forms-in-the-reader.md)
- [Getting Started with Records](https://knowledge.technolutions.net/docs/getting-started-with-records.md)
- [Preferred Name](https://knowledge.technolutions.net/docs/preferred-name-merge-field.md)
- [Donor / Alum Record](https://knowledge.technolutions.net/docs/donor-alum-record.md)
- [Constituent Record for Advancement](https://knowledge.technolutions.net/docs/constituent-record.md)
- [Customizing The Record Lookup Page](https://knowledge.technolutions.net/docs/customizing-the-record-lookup-page.md)
- [Troubleshooting the Person Record](https://knowledge.technolutions.net/docs/troubleshooting-the-person-record.md)
- [Tags](https://knowledge.technolutions.net/docs/tags.md)
- [Folders](https://knowledge.technolutions.net/docs/folders.md)
- [Dashboard for Advancement](https://knowledge.technolutions.net/docs/constituent-record-dashboard.md)
- [Materials Tab for Advancement](https://knowledge.technolutions.net/docs/constituent-record-materials.md)
- [Material Tab Settings](https://knowledge.technolutions.net/docs/material-tab-settings.md)
- [Person Record: Application Tab Settings](https://knowledge.technolutions.net/docs/person-record-application-tab-settings.md)
- [Application Tab Settings - Edit Application Details](https://knowledge.technolutions.net/docs/application-tab-settings-edit-application-details.md)
- [Timeline](https://knowledge.technolutions.net/docs/timeline-overview.md)
- [Interactions](https://knowledge.technolutions.net/docs/interactions.md)
- [Activities](https://knowledge.technolutions.net/docs/activities.md)
- [Audit Log](https://knowledge.technolutions.net/docs/audit-log.md)
- [Campaigns on the Timeline](https://knowledge.technolutions.net/docs/campaigns-on-the-timeline.md)
- [Creating Custom Interaction or Activity Codes](https://knowledge.technolutions.net/docs/custom-interactions.md)
- [Watch Flag Interaction](https://knowledge.technolutions.net/docs/watch-flag-interaction.md)
- [Contact Reports for Advancement](https://knowledge.technolutions.net/docs/contact-reports.md)
- [Batch Interaction and Activity Management](https://knowledge.technolutions.net/docs/batch-interaction-and-activity-management.md)
- [Tele-Fundraising](https://knowledge.technolutions.net/docs/tele-fundraising.md)
- [The Profile Tab](https://knowledge.technolutions.net/docs/person-record-profile-tab.md)
- [Using the Deceased Field](https://knowledge.technolutions.net/docs/using-the-deceased-field.md)
- [Address Validation and Standardization](https://knowledge.technolutions.net/docs/usps-address-validation-and-standardization.md)
- [Preserve Address Format](https://knowledge.technolutions.net/docs/preserve-address-format.md)
- [Courses, Transfer Credit, and Ongoing Classes](https://knowledge.technolutions.net/docs/courses-transfer-credit-and-ongoing-classes.md): Review the standard Slate fields available for storing person data under each section of the profile tab. This knowledge will help avoid field duplication when adding custom fields and prompts.
- [Account PIN and Password Reset for Person Records](https://knowledge.technolutions.net/docs/account-pin-and-password-reset-person.md)
- [Relationship Records](https://knowledge.technolutions.net/docs/relationship-records.md)
- [Custom Relationship Fields](https://knowledge.technolutions.net/docs/custom-relationship-fields.md)
- [Creating Custom Relationship Types](https://knowledge.technolutions.net/docs/creating-custom-relationship-types.md)
- [Linked and Unlinked Relationship Records](https://knowledge.technolutions.net/docs/relationship-records-linked-and-unlinked.md)
- [Custom Tabs](https://knowledge.technolutions.net/docs/custom-tabs.md)
- [Customizing Standard Tabs](https://knowledge.technolutions.net/docs/modifying-standard-profile-tab-settings.md)
- [Tab Colors](https://knowledge.technolutions.net/docs/tab-colors.md)
- [Migrating from Field Tabs to Form Tabs](https://knowledge.technolutions.net/docs/migrating-from-field-tabs-to-form-tabs.md)
- [Custom Views: Personal & Shared](https://knowledge.technolutions.net/docs/custom-views-personal-shared.md)
- [Dashboards](https://knowledge.technolutions.net/docs/records-dashboards.md)
- [Dashboards for Student Success](https://knowledge.technolutions.net/docs/data-visualization-display-dashboards.md)
- [Dashboards for Advancement](https://knowledge.technolutions.net/docs/advancement-dashboard-overview.md)
- [AI Dashboards](https://knowledge.technolutions.net/docs/ai-dashboards.md): Tell Slate AI how to render and interpret dashboard data.
- [Updating Dashboard Data with Forms](https://knowledge.technolutions.net/docs/updating-dashboard-data-with-forms.md)
- [Customizing the New Record Lookup Link](https://knowledge.technolutions.net/docs/customizing-the-new-record-lookup-link.md)
- [Custom Dashboards for Student Success](https://knowledge.technolutions.net/docs/custom-dashboards.md)
- [Constituent Dashboard for Advancement](https://knowledge.technolutions.net/docs/creating-a-custom-constituent-dashboard.md)
- [Giving Dashboard for Advancement](https://knowledge.technolutions.net/docs/creating-a-custom-giving-dashboard.md)
- [Dataset Dashboard for Advancement](https://knowledge.technolutions.net/docs/creating-a-custom-dataset-dashboard.md)
- [Entities Overview](https://knowledge.technolutions.net/docs/entities-overview.md)
- [Creating and Displaying Entities](https://knowledge.technolutions.net/docs/creating-and-displaying-entities.md)
- [Populations](https://knowledge.technolutions.net/docs/populations.md)
- [Customizing Person Status Rules](https://knowledge.technolutions.net/docs/automate-the-person-status.md)
- [Set or Update a Person Field Value](https://knowledge.technolutions.net/docs/set-or-update-a-person-field-value.md)
- [Automate Setting / Unsetting a Tag](https://knowledge.technolutions.net/docs/automate-setting-unsetting-a-tag.md)
- [Mark a Record as Active or Inactive with a Rule](https://knowledge.technolutions.net/docs/mark-a-record-as-active-or-inactive.md)
- [Add an Interaction with a Rule to a Person Record](https://knowledge.technolutions.net/docs/add-an-interaction-to-a-person-record.md)
- [Automating Donor Giving Levels & Constituency Groups for Advancement](https://knowledge.technolutions.net/docs/automating-donor-giving-levels-constituency-groups.md)
- [Research Overview](https://knowledge.technolutions.net/docs/research-overview.md)
- [iWave Research Integration](https://knowledge.technolutions.net/docs/iwave-research-integration-1.md)
- [DonorSearch Research Integration](https://knowledge.technolutions.net/docs/donorsearch-research-integration-1.md)
- [Research Tab](https://knowledge.technolutions.net/docs/constituent-record-research.md)
- [Custom Research Dashboard](https://knowledge.technolutions.net/docs/custom-research-dashboard-1.md)
- [Adding Research to a Record](https://knowledge.technolutions.net/docs/research-adding-research-to-a-record.md)
- [Research Data Keys](https://knowledge.technolutions.net/docs/research-research-data-keys.md)
- [Research Sources](https://knowledge.technolutions.net/docs/research-research-sources.md)
- [Research Materials and Material Metadata](https://knowledge.technolutions.net/docs/research-research-materials-and-material-metadata.md)
- [Research vs. Entities](https://knowledge.technolutions.net/docs/research-vs-entities.md)
- [Research Sources for Advancement](https://knowledge.technolutions.net/docs/research-sources.md)
- [Prospect Research for Advancement](https://knowledge.technolutions.net/docs/prospect-research.md)
- [Datasets Overview](https://knowledge.technolutions.net/docs/datasets-overview.md)
- [The Organization and Organization Contacts Datasets](https://knowledge.technolutions.net/docs/organization-contacts-dataset-overview.md)
- [Organization Statistics Dataset Row Query](https://knowledge.technolutions.net/docs/organization-statistics-dataset-row-query.md)
- [Updating the Organizations Dataset](https://knowledge.technolutions.net/docs/updating-the-organizations-dataset.md)
- [Customizing the Organization Dashboard](https://knowledge.technolutions.net/docs/customizing-the-organization-dashboard.md)
- [Organization Contact New Record Form](https://knowledge.technolutions.net/docs/organization-contact-new-record-form.md)
- [Populate Location Information for Organization Records via Index/Header Rule](https://knowledge.technolutions.net/docs/populate-location-information-for-organization-records-via-indexheader-rule.md)
- [Organization Contacts Custom Dataset Row Query](https://knowledge.technolutions.net/docs/organization-contacts-custom-dataset-row-query.md)
- [Organization Contacts Display Name Rule](https://knowledge.technolutions.net/docs/organization-contacts-display-name-rule.md)
- [Migrating Custom Organization Contact Email & Phone Fields](https://knowledge.technolutions.net/docs/migrating-custom-organization-contact-email-phone-fields.md)
- [The Appeals Dataset](https://knowledge.technolutions.net/docs/store-appeal-data-in-a-dataset.md)
- [The Campaigns Dataset](https://knowledge.technolutions.net/docs/the-campaigns-dataset.md)
- [The Class Years Dataset](https://knowledge.technolutions.net/docs/the-class-years-dataset.md)
- [The Companies and Foundations Dataset](https://knowledge.technolutions.net/docs/companies-and-foundations-record.md)
- [The Educational Institutions Dataset](https://knowledge.technolutions.net/docs/the-educational-institutions-dataset.md)
- [The Funds Dataset](https://knowledge.technolutions.net/docs/funds-dataset.md)
- [The Named Spaces Dataset](https://knowledge.technolutions.net/docs/the-named-spaces-dataset.md)
- [The Performance Management Dataset](https://knowledge.technolutions.net/docs/the-performance-management-dataset.md)
- [Dataset Types for Advancement](https://knowledge.technolutions.net/docs/dataset-types.md)
- [Dataset Dashboard for Advancement](https://knowledge.technolutions.net/docs/advancement-dataset-dashboard.md)
- [Custom Datasets Overview](https://knowledge.technolutions.net/docs/custom-datasets-overview.md)
- [Creating a Custom Dataset](https://knowledge.technolutions.net/docs/creating-a-custom-dataset.md)
- [Custom Dataset New Record Form](https://knowledge.technolutions.net/docs/custom-dataset-new-record-form.md)
- [Custom Dataset Rules](https://knowledge.technolutions.net/docs/custom-dataset-rules.md)
- [Embedded Dataset Row Queries](https://knowledge.technolutions.net/docs/embedded-dataset-row-queries.md)
- [Linking Datasets using Related Dataset Row Fields](https://knowledge.technolutions.net/docs/linking-datasets-using-related-dataset-row-fields.md)
- [Autosuggest for Custom Datasets](https://knowledge.technolutions.net/docs/autosuggest-for-custom-datasets.md)
- [Creating a Parent/Child Dataset Relationship](https://knowledge.technolutions.net/docs/creating-a-child-dataset.md)
- [Awarding and Tracking Scholarships for Advancement](https://knowledge.technolutions.net/docs/awarding-and-tracking-scholarships.md)
- [Custom Dataset Records for Advancement](https://knowledge.technolutions.net/docs/custom-datasets-records.md)
- [Custom Dataset Legacy Compatibility](https://knowledge.technolutions.net/docs/custom-dataset-legacy-compatibility.md)
- [Consolidate Records and the effects of Main vs. Duplicate](https://knowledge.technolutions.net/docs/consolidate-records-and-the-effects-of-main-vs-duplicate.md)
- [Main vs Duplicate in Consolidate Records for Advancement](https://knowledge.technolutions.net/docs/main-vs-duplicate-in-consolidate-records.md)
- [Nightly Cleanup of Duplicate Data & Fixing Invalid Items](https://knowledge.technolutions.net/docs/nightly-cleanup-of-duplicate-data-fixing-invalid-items.md)
- [Consolidating and Merging Person Records](https://knowledge.technolutions.net/docs/consolidating-and-merging-person-records.md)
- [Consolidating and Merging School Records](https://knowledge.technolutions.net/docs/consolidating-and-merging-school-records.md)
- [Unlinked Records in Consolidate Records](https://knowledge.technolutions.net/docs/unlinked-records-in-consolidate-records.md)
- [Consolidating Criteria for Dataset Records](https://knowledge.technolutions.net/docs/consolidating-criteria-for-dataset-records.md)
- [Transfer Objects](https://knowledge.technolutions.net/docs/transfer-objects.md)
- [Consolidate Records - Custom Dashboard](https://knowledge.technolutions.net/docs/consolidate-records-custom-dashboard.md)
- [Unmerge](https://knowledge.technolutions.net/docs/unmerge.md)
- [Troubleshooting Consolidate Records](https://knowledge.technolutions.net/docs/troubleshooting-consolidate-records.md)
- [Consolidating and Merging Dataset Records](https://knowledge.technolutions.net/docs/consolidating-and-merging-dataset-records.md)
- [Consolidate Records - Actions](https://knowledge.technolutions.net/docs/consolidate-records-actions.md)
- [💻 Person Record Overview](https://knowledge.technolutions.net/docs/person-record-overview.md)
- [💻 Tags Overview](https://knowledge.technolutions.net/docs/tags-overview.md)
- [💻 Slate Interactive Encore (2018): Maximizing Your (Dashboard) Potential](https://knowledge.technolutions.net/docs/slate-interactive-encore-2018-maximizing-your-dashboard-potential.md)
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- [Slate by Technolutions Presents: Apply to Alumni (Student Success)](https://knowledge.technolutions.net/docs/slate-by-technolutions-presents-apply-to-alumni-student-success.md)
- [Report Builder Overview: Structure and Navigation](https://knowledge.technolutions.net/docs/report-builder-overview-structure-and-navigation.md)
- [Creating, Editing, and Rendering Reports](https://knowledge.technolutions.net/docs/creating-editing-and-rendering-reports.md)
- [Data Explorer](https://knowledge.technolutions.net/docs/reports-data-explorer.md)
- [Reporting on Multi-Valued Fields](https://knowledge.technolutions.net/docs/reporting-on-multi-valued-fields.md)
- [Report and Query Timeout Errors](https://knowledge.technolutions.net/docs/report-and-query-timeout-errors.md)
- [Report Permissions](https://knowledge.technolutions.net/docs/report-permissions.md)
- [Pinned Filters in Reports](https://knowledge.technolutions.net/docs/pinned-filters-in-reports.md)
- [Using Reports to Compare Data](https://knowledge.technolutions.net/docs/using-reports-to-compare-data.md)
- [Formulas in Reports](https://knowledge.technolutions.net/docs/formulas-in-reports.md)
- [Parameters in Reports](https://knowledge.technolutions.net/docs/parameters-in-reports.md)
- [Creating a Cluster Report](https://knowledge.technolutions.net/docs/cluster-report.md)
- [VSE Survey Report](https://knowledge.technolutions.net/docs/vse-report-instructions.md)
- [Customizing Colors in Reports](https://knowledge.technolutions.net/docs/customizing-colors-in-reports.md)
- [Widgets](https://knowledge.technolutions.net/docs/report-widgets.md)
- [Report Widgets for Student Success](https://knowledge.technolutions.net/docs/student-success-report-widgets.md)
- [Geo-Spatial Prospecting for Advancement](https://knowledge.technolutions.net/docs/geo-spatial-prospecting.md)
- [Reports - New / Edit Report Settings](https://knowledge.technolutions.net/docs/reports-new-edit-report-settings.md)
- [Reports - Edit Row Group Settings](https://knowledge.technolutions.net/docs/reports-edit-row-group-settings.md)
- [💻 Report Builder Overview](https://knowledge.technolutions.net/docs/report-builder-overview.md)
- [💻 Reporting 101: Getting Started with the Report Builder (Part 1 of 3)](https://knowledge.technolutions.net/docs/reporting-101-getting-started-with-the-report-builder-part-1-of-3.md)
- [💻 Reporting 102: Funnel Report Building Mechanics (Part 2 of 3)](https://knowledge.technolutions.net/docs/reporting-102-funnel-report-building-mechanics-part-2-of-3.md)
- [💻 Reporting 103: Building a Funnel Report with Configurable Joins (Part 3 of 3)](https://knowledge.technolutions.net/docs/reporting-103-building-a-funnel-report-with-configurable-joins-part-3-of-3.md)
- [Ping Overview](https://knowledge.technolutions.net/docs/ping-overview.md): Ping is an analytics service that enables you to track remote web access across institutional web properties outside of Slate and correlate those accesses with records in Slate.
- [Enabling Ping](https://knowledge.technolutions.net/docs/enabling-ping.md)
- [Ping Analytics](https://knowledge.technolutions.net/docs/ping-analytics.md): Ping Analytics provides a summarized interactive overview of basic Ping data organized by various methods.
- [Voyager](https://knowledge.technolutions.net/docs/voyager-voyager.md)
- [Voyager Settings](https://knowledge.technolutions.net/docs/voyager-layer-settings.md)
- [Trip Settings](https://knowledge.technolutions.net/docs/trip-settings.md)
- [Domain Verification](https://knowledge.technolutions.net/docs/domain-verification.md)
- [Embedding Google Analytics and Conversion Tracking](https://knowledge.technolutions.net/docs/embedding-google-analytics-and-conversion-tracking.md)
- [How-To: Add GTM container script code to your Branding Template](https://knowledge.technolutions.net/docs/how-to-add-gtm-container-script-code-to-your-branding-template.md)
- [Add Analytics Tracking to Your Branding Template](https://knowledge.technolutions.net/docs/how-to-add-analytics-tracking-scriptscode-to-your-branding-template.md)
- [How-To: Add Meta Pixel Tracking code to your Branding Template](https://knowledge.technolutions.net/docs/how-to-add-facebook-tracking-pixel-code-to-your-branding-template.md)
- [Rules Overview](https://knowledge.technolutions.net/docs/rules-overview.md)
- [Customizing Person Record Search Criteria with Person Index/Header Rules](https://knowledge.technolutions.net/docs/person-indexheader-rules-customizing-person-record-search-criteria.md)
- [Rule Bases & Types](https://knowledge.technolutions.net/docs/rule-bases-types.md)
- [Exclusivity Groups](https://knowledge.technolutions.net/docs/exclusivity-groups.md)
- [Rule Formulas](https://knowledge.technolutions.net/docs/rule-formulas.md)
- [Trigger Selection](https://knowledge.technolutions.net/docs/trigger-selection.md)
- [Retroactive Refresh](https://knowledge.technolutions.net/docs/retroactive-refresh.md)
- [Rule Efficiency](https://knowledge.technolutions.net/docs/rule-efficiency.md)
- [Customizing Global Record Search Criteria](https://knowledge.technolutions.net/docs/customizing-global-record-search-criteria.md)
- [Troubleshooting Rules](https://knowledge.technolutions.net/docs/troubleshooting-rules.md)
- [Troubleshooting Rule Backups](https://knowledge.technolutions.net/docs/troubleshooting-rule-backups.md)
- [Dataset Index/Header Rules - Customizing Dataset Record Search Criteria](https://knowledge.technolutions.net/docs/dataset-indexheader-rules-customizing-dataset-record-search-criteria.md)
- [Application Priority Rules](https://knowledge.technolutions.net/docs/application-priority-rules.md)
- [Automating the Enrolled Person Status for Student Success](https://knowledge.technolutions.net/docs/automating-the-enrolled-person-status.md)
- [Calculating Salutations/Names for Advancement](https://knowledge.technolutions.net/docs/calculating-salutationsnames.md)
- [Calculating the Head of Household for Advancement](https://knowledge.technolutions.net/docs/calculating-the-head-of-household.md)
- [Origin Sources](https://knowledge.technolutions.net/docs/origin-sources.md)
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- [Getting Started with Staff Assignments](https://knowledge.technolutions.net/docs/getting-started-with-staff-assignments.md)
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