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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,

    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,

    Public Forms Format through 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 ...

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    Stefanie Zasyatkina created an article,

    IFrames / Blank Header/Footer

    This article is for Developers: Purpose: Embed Public Forms in IFrames on another website using SAM's Header/Footer Open the Public Form in the Form Customizer Click on "Header and Footer HTM...

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    Stefanie Zasyatkina created an article,

    Templates: An Overview

    Templates are available to create messaging and forms that can be used throughout your process to send consistent, personalized emails, and print forms for and about client records in SAM. This sav...

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    Stefanie Zasyatkina created an article,

    Get Data out of SAM

    Find and use Reports You can access reports from the sidebar of SAM home or from the entity tab's. Open a report by clicking on it and begin experimenting with the options for reports.     Don't ...

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    Stefanie Zasyatkina created an article,

    Email Template

    In SAM, users can email a template from any record. A templated email will populate with details specific to that client and can be sent to different roles and email account connected to that recor...

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    Stefanie Zasyatkina created an article,

    Review Migrated Data

    Once our team has run the migration and your data set is imported into SAM, it's time for you to review and approve. What we provide:  We will build a few reports to exactly match the tables that y...