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 which is the repository for documents uploaded to that client from a few potential places. 

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

2. 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. 

Note: This is available for documents after May 2019.