Family Portals & Public Forms
We showcase SAM's Family Portal - a single form that links the other checklists and forms clients can complete online. Share licensing/home study details, allow families to communicate and upload documents through a single link.
Checklists on your Family Portal - September 2020
Parent Education on the Family Portal - August 2020
Documents on the Family Portal - August 2020
Get Your Family Portal View Form Done - July 2020
Download sample family portal header images HERE.
Intro to Family Portal Webinar - July 2020
Styling Public Forms
Love styling your forms
On this webinar, we discussed giving your forms a more stylish look in the Family Portal, Form Blocks, Checklist Templates and Field Titles, all on a Rad 80’s background.
Polished Public Forms (Styling with templates)
In today’s webinar, we showcased a new feature with public checklists and discussed some of the creative ways that SAM Admins have implemented public forms for their clients.
Building Forms in SAM
Falling for Sub-Forms
We’ll discuss sub-forms and interesting format and configuration options that will present new ways of supporting your team’s visibility to the information you are collecting.
In this webinar, we share the difference between form setups for multi-record tables and define subforms and sibling forms, so you can choose the right combination for your customizations.
The sidebar is a central feature of SAM that stores major details of your client’s case. Getting your team to use and easily find the forms and actions linked to the sidebar improves their desire to support data entry and reference the details important to the client’s they’re working with.
Setting up a review form for multi-part forms
In this video, we show how to setup a final view form for an application form that's divided into 6 individual parts and add a sidebar with the individual parts available for edit.
In today’s multi-record webinar, we covered the how and why of these special tables, how to create new ones in your SAM system, and a trick to get around restrictions for these tables on reports and templates.