Templates are beyond useful! Consider them when you're sending emails to clients or when your staff need a notification that a form or group of requirements is complete. You can also use templates to print client information, like a client face sheet, application forms, or a home study draft.
Basics to know
2. Get the lowdown on using & creating Templates
Watch these short videos to get the basics of Templates.
Intro to Templates in SAM
Sharing Templates & Creating Templates
3. Take action
- Review your workbook for opportunities to send messages to your clients.
- Don't forget notifications to your team when clients or your team complete requirements.
- Refer back to your SAM Template Organizer from our guide here and decide on messages to design in SAM.
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