SAM Onboarding
If you're a new SAM Lead or user, this is the place to start!
Get Started Guides
- Preboarding
- SAM Tour & Terms
- Adding Clients to SAM
- Communications & Templates
- Documents & Checklists
- Getting Data Out of SAM with Reports
SAM Lead Guides
SAM Implement Guides
- Visualize your workflow in SAM
- Get your workflow in
- Less paperwork: add documents
- Collaborate with clients
- Communicate with Templates
- Setup Auto Actions, so SAM works for you