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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,

    Email Notification Settings

    On submission of forms, SAM can send emails to specific people to notify them the form is complete. This option is best for sending to staff. If you want to send an email to the client or others li...

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    Stefanie Zasyatkina created an article,

    Advanced Options

    Form Customizer is a powerful tool! There are basic options and then more advanced options for setting up the right configuration for your forms. This guide will provide an overview of the links fo...

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    Stefanie Zasyatkina created an article,

    Advanced Form Properties

    There are many form configuration options for SAM's forms. Selections will depend on the situation and user experience desired. There are a lot of options, so use this guide as a resource when you'...

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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/or import emails will need to input their email account username and password.  User Ema...

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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. This section is the main...

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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 ...