Documents can be associated to Checklists to track case documentation with other tasks needing to be completed. Documents uploaded through Checklists are shown under Documents for the record.
NOTE: if a Document is uploaded through Documents or a Document Upload field, the document will not be linked to Checklists, even if the Document type is associated with a Checklist Item.
A document icon will be shown next to the Checklist Item when displayed for the record. A grey folder indicates the document hasn't been uploaded, while a blue folder indicates completion.
Upload Documents through Checklists
- Click the Grey Document Icon.
- Select the Document to upload.
- Click Save. The Document icon will turn blue to represent the document has been collected.
Modify Documents uploaded through Checklists
- Click the edit link next to the Document File link.
- Click Save.
Document for Download
You can put a document for the client to download on their checklist. When a document is put on the checklist for download, this icon will appear on the checklist configuration:
How to Add A Document For Download
- Click on the gear to the right of the circled arrow
Scroll to the section titled "Client Settings"
Find the item titled "Document for Download"
Click on "Choose File" to save the file in SAM you want clients to download
To remove or change the file, click "upload new/Replace Existing" link next to "Open Document"