Tutorials & Training

Hot Topics

• Snippets (New November 2023) - Create reusable blocks of text to answer frequent questions, then "snip" them into your Slate messages to prospective students, without re-typing.
• Deliver Message Request Form (New Process September 2023) - Use this new request form to provide query details and schedule a Deliver message you have ready to send.
• Deliver: Getting Started (September 2023)- Request Deliver set-up, use Templates to create your first messages in Slate Deliver.  
• Program Dates & Deadlines (August 2023) - Define deadlines in Slate to populate notifications within the app, and optionally prevent late submission and/or send automatic email reminders. 
• Express Readmission Process (New Process August 2023) - Instructions on the Express Readmission process and how to approve readmission in Reader.

Annual Checklist

Program Records in Slate (review each June/July) - Review application requirements and other information about your program stored in Slate. 

Checking Requirements/Testing the Application- See what your applicants are required to submit and see the application from their perspective.

Working with Applications

• Add Materials to an Application- Add materials to an application that has already been submitted.
• Waiving Application Requirements- Allow applicants to submit without providing required materials, recommendations or question responses
• Material Types & Descriptions- List of material names and descriptions for use when uploading additional/new materials.
• Work with Letters of Recommendation- Re-notify, waive, unsubmit, or upload letters of recommendation.
• Change Term/Program (pre-decision)- Change the term and/or degree program when the application is under review and no decision has been made.
• Download Application PDFs- Download a PDF of application(s) individually or in batches

Application Fees

• Paying Application Fees with a PCard- Pay the fee on behalf of an applicant using a PCard or other credit card. 
• Paying Application Fees Using EFS- Pay the fee on behalf of an applicant using EFS

Communications

• Emailing an Individual within Slate- Email a student directly from their Slate record
• Attach an Email to a Slate Record- Add an email sent externally (e.g. from your gmail account) to an existing Slate record
• Timeline Navigation & Adding Interactions- View the Timeline and add an Interaction to a Slate record.
• Deliver Best Practices - Tips for creating effective messages in Deliver. 
• Schedule a Deliver Message - Use this form to provide query details and schedule a Deliver message you have ready to send.
• Deliver: Getting Started - Request Deliver set-up, use Templates to create your first messages in Slate Deliver.  
• Deliver: Update a Previous Message - Save time by re-using messages and queries you previously sent.
• Snippets - Create reusable blocks of text to answer frequent questions from your applicants, then "snip" those blocks into Slate messages without re-typing.