Uploading & Editing Materials in a Record

This page details how to use the Materials section of a Slate record, including step-by-step guides on:

Uploading Materials

Uploading materials into an application through Slate is the best way to be certain that all reviewers and evaluators are able to view those documents. Here is a step-by-step walkthrough for this process:

1. Click on the application tab of the record and locate the “Materials” section. (Note: please see our other guides if you need help finding a record or locating the application tab in the record.)

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2. Click on New Material to bring up the upload box. In the Record drop-down, you will see a number of choices:

• Folio: This label is associated with the applicant themselves rather than their application. You will rarely need to use this.

• Applications: This is the label you will most commonly use. Use it for any department-related documents such as Fellowship letters, CV/Resume, Statement of Purpose, etc. If the applicant has multiple applications you will need to select the correct one that you are uploading materials for.

• References: This label is for recommendation letters. If you are uploading an LOR on behalf of the recommender/applicant (usually for deferred applicants only), select which recommender the letter came from.

• Schools: This label is for documents from the applicant’s previous institutions, such as transcripts or letters of withdrawal.

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3. In the Material drop-down, select the type of material you are uploading. The labels you will most commonly use for this box will be: Statement of Purpose, CV/Resume, Fee Waiver Request Documentation, Letter of Exception, or Miscellaneous Materials.

Please be careful about what option you select in this box, as some labels are associated with a specific department (meaning if you use that label, the document may not show up for your department). If you are ever unsure of what to select, reach out to your Admissions Evaluator!

Important note regarding Fellowships: When uploading documents for Fellowship nominations, please be sure to use the “Fellowship - Department Nomination Form and Letter” option in the Material drop-down box. Using any other selection in this box will upload the documents to the wrong location. The Fellowship Review Committee is only able to view materials uploaded under “Fellowship - Department Nomination Form and Letter.”

4. You may optionally use the “Memo” box to note any additional info about the material you’re uploading. Click the Choose File button to upload the document from your computer. Then click the Upload button at the bottom of the box to submit the material.

Rotating Pages

1. Click on the material that you would like to edit. In the Material box that pops up, click the Edit button on the bottom right.

2. In the new page that pops up, click the buttons in the upper left corner to to rotate the pages as needed. You may also click the red X to delete any unnecessary pages (such as pages that are blank). Click Save when you’re finished.

Redacting Information

In rare situations you may need redact information on a material. This is mainly used to cover up an applicant’s SSN or TIN. Here are the steps for this process:

1. As with rotating pages (see above), click the material you wish to view and click Edit in the bottom right corner.

2. In the new page that pops up, click the lock icon at the top right corner. You may then click over the part of the document that you wish to redact. Click Save when finished.