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!
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.