Templates Webinars

Introduction to Templates

Covers the basics of template creation, including template reports and multi-record templates.

Let’s talk about ways to use SAM to communicate with clients and staff!

Specific to creating a printable home study template, but showcases several of the tools available in Template Designer. 02/10/2021

02/17/2021

Styling Forms 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.

Templates and Multi-Record Tables 

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.