Documents & Checklists

We're excited to share some additional ways SAM can help your team get away from piles of paperwork. SAM's documents and checklist sections will help your team stay organized by allowing you to upload, share and view documents. We'll also show you how to keep track of important milestones with checklists. Let's get started!

Documents

To get to the documents screen, click on Documents on the sidebar of any cover page. 

• To add a document, click Documents on the Cover Page sidebar, then Add Document.
• To view a document that has been uploaded, click Open Document.
• To view document details, click the magnifying glass.
• To edit a document, click the green pencil on the document you wish to edit. 
• To delete a document, click Advanced Options on the sidebar, then click Delete one of the Sub-Records. Finally, click on the red x next to the document you wish to delete. 

Click for detailed tutorials on adding, editing, and deleting documents including photos.

Checklists

Checklists are a great way to take a complex process and break it down into it's smaller steps. You can assign tasks to different team members or end users such as families (as highlighted in the image below), record due dates and completion dates, and connect documents to checklists. As tasks are completed, users can mark them as done. 

SAM Leads can include documents in the checklist setup, so you can coordinate document collection with clients online. Checklists are not setup by default. Before checklists are accessible for your team, SAM Leads will need to create a process flow detailing the tasks and documents that your team wants to track.

Read our detailed guides on checklists here.

Great job today! See you next time.