Slate Mapping

Elliot Updated by Elliot

As we continue to bring new updates and enhancements to our document delivery system, you may need to update Field and Value Mapping within Technolutions Slate in order to achieve efficient automated document delivery.


Accessing Source Formatting

  1. Navigate to your settings and choose Database.


  1. Next, choose Format Definitions.

  1. Click on Scoir Materials or Scoir CSV.

  1. Choose Remap and then select Fields or Value Mappings in the right-hand menu.


Field Mapping

Scoir has over 100 fields in the Scoir CSV. In order to make use of the fields within Slate and take advantage of automation, field mapping is required. These steps are done by completing a remap of each of the Format Definitions in Slate. When mapping the Scoir CSV, Values may also be mapped, however, this may not be required.

  1. To remap Fields, follow the instructions above to access source formatting
  2. Select Fields in the top right-hand column.
  3. Click the field you wish to remap.
  4. Choose the new field from the dropdown menu.
  5. Click save to finalize.
Historically, many of the original 13 fields were automatically mapped. As of August 2020, over 100 new fields have been added to our manifest file. If you want to leverage these new fields, they will need to be manually mapped.


Value Mapping

In order to take advantage of automation with the Scoir Materials File, value mapping is required. Values may be remapped as updates become available. When mapping the Scoir Materials File, Fields may also be mapped, however, this may not be required.

  1. To Remap Values, follow the instructions above to access source formatting
  2. Select Value Mappings in the top right-hand column.
  3. Click the value you wish to remap.
  4. Click save to finalize.

For more information please contact your Slate representative or the Slate support team

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Configuring Document Delivery via SFTP

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