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

To activate an Early Access Feature, go to Database → Configuration Keys, select one or more features, and select Save.

📝 Wait about 15 minutes for changes to Configuration Keys be reflected in your database.

📖 Further reading: Configuration Keys

Configurable Joins Record Lookup

Allows the Lookup tool to access data using Configurable Joins and eliminates the need for custom local Lookup exports.

📖 Further reading: Customizing The Record Lookup Page

Default to Configurable Joins

When creating a new Query, the Type will automatically default to Configurable Joins.

📖 Further reading: Configurable Joins

Hide Local/STL Bases

If you’ve transitioned to Configurable Joins and have no further need to the local or Slate Template Library query bases, you can activate this Configuration Key to hide them.

📖 Further reading: Transitioning to Configurable Joins

PayPal/Venmo

PayPal and Venmo can be enabled as acceptable payment methods in the standard Payment widget used in forms. These types of payment methods can be configured to be the only option in a Payment widget, or they can be configured to work along with Slate Payments.

To accept these types of payments, the institution must have an existing PayPal account, or one must be established during the setup process. The PayPal/Venmo capability can be used with or without using the Slate Payments method.

📖 Further reading: Enabling PayPal and Venmo as Payment Methods

Preferred Partner Access

Enable this Configuration Key to grant a Slate Preferred Partner access to your database.

📖 Further reading: The Slate Preferred Partner Program

Reader AI

Enable this Configuration Key to activate the Reader AI tool in your database. Reader AI extends the functionality of Slate AI to the Reader, letting you analzye, summarize, and make calculations based on application materials.

📖 Further reading: Reader AI

Research

The Research tab enables the storing and management of data from both external and internal sources. This data can be source-specific from a provider (such as rating or score) or it can be more generally applicable information that may be provided from multiple sources (such as a prospect's estimated capacity). Custom research sources can also be created.

Research-scoped materials may be established and associated with individual research items as well. These materials can be uploaded to Slate directly and added to new/existing records, allowing for immediate access to any necessary primary source backup.

In all cases, research data is entirely accessible for querying and reporting. 

📖 Further reading: Research