SAM Onboarding & Implementation

Onboard

• Preboarding
• Set your team up for success
• Onboarding

SAMi | Onboard

• SAMi | Preboarding
• SAMi | Set your team up for success
• SAMi | Onboarding

Get Started Guides

• SAM Tour & Terms
• Add Clients to SAM
• Communications & Templates
• Documents & Checklists
• Reports
• SAM Help Resources

SAMi | Get Started Guides

• SAMi | SAMi Help Resources

Goals & Process

• Focus your priorities
• Define your Process
• Get your workflow out
• Let SAM work for you
• Visualize your workflow in SAM
• Family Implementations

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Implement & Customize

• Setup your Workflow with Checklists
• Upload Documents to Checklists
• Link Public Forms to Checklists
• Communicate with Templates
• Setup Auto Actions, so SAM works for you
• Get accounting

See all 7 articles

SAM Launch

• Share the Process
• Feedback & Rollout
• Sample Rollout Agendas
• Managing Users & Getting Support
• Free and Paid Tools
• New Users & SAM Leads