Upload Documents to Checklists

Linking documents to checklists allows you to share Checklists with clients, so they can complete and upload online, allowing better coordination and less paperwork for your team! 

Review our tutorial on working with Documents in SAM

• SAM Guide: How Documents work in SAM

Prepare Documents and Setup Document Types

1. Review and update digital documents required for your program. 
   • Make updates needed to documents, so they have current information, policies, etc. 
   • PDFs look great and are a common file type to share documents with your clients. 
2. Add your list of required documents into SAM
   • SAM Guide: Setup Documents 

Update Checklists with Documents 

1. Upload final documents to the relevant Checklist Item. 
2. Write instructions that will help clients complete the document thoroughly and successfully. 
   • SAM Guide: Share Checklists with clients to collect documents