An Overview of Templates

Templates are available to create messaging and forms that can be used throughout your process to send consistent, personalized emails, and print forms for client records in SAM. This saves an immense amount of time opposed to copy and pasting client details or rewriting standard agency communications.

Templates are often used with Auto Actions to communicate directly with clients or to send email notification to your team about transitions of client cases. 

Fields from records, links to forms and reports to display information about a client can be added to  templates to personalize it with client details.

(view of the Template Builder)