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Stefanie Zasyatkina

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Activity overview

Latest activity by Stefanie Zasyatkina
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    Stefanie Zasyatkina created an article,

    Testing Public Forms

    It's so important to test forms your clients will access to ensure the form makes sense, covers what you require to collect, and your team knows what to do when the form is submitted.  Open the onl...

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    Stefanie Zasyatkina created an article,

    User Email Setup

    Once Email Sending and Importing Settings have been configured for your system, each user that will send and import emails will need to input their email account SMTP and IMAP settings.  Access th...

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    Stefanie Zasyatkina created an article,

    Documents

    Documents Overview  Documents are the electronic versions of paper files that are uploaded to your site.  Under all entities you will find a sidebar link labeled Documents which is the repository f...

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    Stefanie Zasyatkina created an article,

    Background Checks

    Background Checks Use Background Check records to track all check types and specifics for each Applicant and People that live in the family's home.   Each Background Check record contains specific...

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    Stefanie Zasyatkina created an article,

    Checklist Configuration Troubleshooting

    Got an error? Here are the most common issues SAM Admins will encounter while configuring checklists.  Checklist Section Table Mismatch After adding a new checklist item, sometimes SAM will display...

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    Stefanie Zasyatkina created an article,

    Family Portal

    Create a family portal to improve your document and form coordination with your clients!  Note: This guide assumes you're familiar with creating and managing forms, so some detail that may be nece...

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    Stefanie Zasyatkina created an article,

    Public Checklists - Online Checklists for your Clients

    Public Checklists provide you and your clients an online space to coordinate documentation.  Most checklist items shown to clients are setup for clients to complete documentation or fill out forms ...

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    Stefanie Zasyatkina created an article,

    Styling Public Forms: Header / Footer

    The styling for Public Forms are controlled by the Header and Footer HTML entered in the Default settings. Should you want a unique style for some forms, it is possible to override per Public Form....

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    Stefanie Zasyatkina created an article,

    Planning for new Programs in SAM

    Before configuring your SAM system, it's important to have an idea of where you're going. Get prepared for implementation by answering the questions below. Start ready out of the gate by keeping th...

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    Stefanie Zasyatkina created an article,

    Cross-Submit (SAM Mini API)

    The Cross-Submit functionality allows you to submit data into SAM from another website/system.It works by re-posting a form's data to a SAM webpage in the background (server-side). This requires a ...