*Start Here* New User Training

This section includes a series of videos describing how SAM works. It includes a general overview, terminology, and b...

Getting Started

If you're a new SAM user or admin, this is the place to start!

Records

Click here for help on record appearance, behavior, and best practices!

Forms & Database

For admins using Form Customizer, here are the guides on form and database building.

Checklists

Your agency's workflow - digitized! Guides on checklist configuration and use.

Auto Actions

Complete tasks automatically with SAM auto actions!

Communications & Documents

Learn how communications and documents are collected, shared, and stored by SAM forms, templates, and checklists.

Templates

Create and use e-mails, letters, certificates, newsletters, and reports automatically personalized to each client.

Reports

Put your SAM data to work with real-time reports and customized report menus.

Accounting

AP, AR, invoicing, and online payments.

Donations

Email

Sending and importing options, troubleshooting, and setup.

Events

Learn how to setup and use public events.

Settings

Accounts, security, and system settings.

Data Migration

Want to move your data in or out of SAM? Learn more about data migration here!