Use Templates to create consistent, personalized printed paperwork for client records. This saves an immense amount of time compared to copying and pasting client details or rewriting standard agency communications.
There are several ways to use Templates for print/display:
- From a Client Record
- From a Report for multiple records
- Link on the sidebar for records
- Add to Form Header/Footer
- Add to a public Checklist Section
From a Client Record
Users can print a template from any record. Templates populate client data from the record and can be saved or printed.
In SAM, open a record > click Templates (sidebar) > Select Print > select the template > Print |
From a Report for multiple records
Print Templates from Reports when you want to generate paperwork for multiple client records. For example, sending Foster Family monthly statements or thank you notes to Donors.
In SAM, access a desired Report > click Print Templates (sidebar) > select the Template SAM will display a template record for each client on the report. Use your browser's print function to finish. |
Link a Template to the Sidebar of a Form
Make templates visible and easily accessible to users on Forms where they have entered data.
Forms based on Multi-record Tables can have templates linked through it's Details Form.
Prerequisite | Must have a Form and Template In SAM, click Settings > Form Customizer > select desired Form > Advanced Options (sidebar) > Sidebar Links Manager > Add Link (sidebar) > enter Link name > set Link To = Template > select desired Template > Save Refresh your form to see changes. |
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Add to Form Header/Footer
Use Templates to improve your message and style of forms. This is generally used for Public Forms, but can be used for internal forms too.
Prerequisite | Must have a Form and Template In SAM, click Settings > Form Customizer > select desired Form > Advanced Options (sidebar) > Advanced Form Properties (sidebar) > scroll to section(s): Basic Form Messaging / Messaging at the bottom of this form > click Template for Header or Template for Footer > select desired Template > Save |
Add to a Client Checklist Section
Use Templates to improve the message and style of checklist sections shared with end users (clients).
Prerequisite | Must have a Checklist Section and Template In SAM, click Settings > Checklist Configuration > select desired [Entity] Checklist > click edit icon (metal gear) on desired checklist section to modify > click Enter Client Checklist Settings (under Save) > select desired template from Section Template for Clients > Save Open a client's public case checklist to view. If Client Checklist Settings are already displayed, the link below Save will not be shown. |
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