Documents

Documents Overview 

Documents are the electronic versions of paper files that are uploaded to your site. 

Under all entities you will find a sidebar link labeled Documents. This section is the main repository for documents uploaded for client records. Documents uploaded from various forms and checklists are all stored in this section. 

How to upload documents

1. From the Documents Section itself

This section is the repository for Documents uploaded from forms or checklists and available it is on all entities/records. 

2. From Forms

3. From Checklists 

Documents can be uploaded through internal or public checklists. 

Download documents 

After a document is uploaded, SAM will display a link to download the document. 

Document versions 

When a document that's been uploaded is replaced, the previously uploaded document is available through SAM's Modification History. 

 Next: Add and Edit Documents