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Slate Resources

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Slate Training Slide Deck Title Screen

Additional Resources

Follow these steps to access: Login to Slate >> Click 'Database' >> Type "Inbox" in center search bar >> Click 'Inbox Gateway' >> Click "Connection Instructions" >> Copy email string

The Inbox Gateway is an ideal way to associate constituent email messages with a Slate record, regardless of the external email client you can be using (i.e. Outlook).

Check your Gateway Inbox frequently to match any emails not connected to student’s Slate profiles.

Knowledge Base Articles:

Follow these steps to access: Login to Slate >> Search for student >> Click email address 

Email student right from their Slate profile. This option allows you to select a recognizable email template, view email at anytime and review deliver information.

Follow these steps to access: Login to Slate >> Search for student >> Click 'Advising Note' tab >> Click 'Add New Note' button

Select the meeting topic/conversation.

Input student specific details.

Slate will automatically send a recap email to student.

Accessing Queries in Slate GIF

Adding Student to Appointment Slot through Scheduler

Adding Advising Note in Scheduler