A feature of SAM allows you to send additional attachments with emailed statements and Invoices

TABLE OF CONTENTS

• Files/Documents
• Non Hosted SAM customers
• Hosted
  • Files and folders:
  • SAM Set-up
• Relative file locations

Files/Documents

You will first need to have the documents that you want to send along with your statements and/or invoices

It is suggested that they are in a pdf format

Non Hosted SAM customers

Hosted

Files and folders:

Open your hosted file explorer (see THIS ARTICLE for information on terminologies)

SAM:

Orion:

Explore to the "Shared Folder"

For SAM sites this will be: This PC > Data (S:) > SiteKeycode > SharedFolders >

For Orion sites this will be: This PC > Data (O:) > SiteKeycode > SharedFolders >

Create a folder called "Attachments" and paste the files into it.

While using the Citrix file explorer:

• Copy the files you want to have attached 
• Paste them into the "Attachments" folder

SAM Set-up

In SAM go to Maintenance > System Setup > Forms and click on Attachments.

Type in "..\SharedFolders\Attachments\file name"

Relative file locations

You know what they say "everything is relative" - the same can be said with a file location - it is relative from where you start, and you start from where you execute the program, in the case of SAM that is wherever "SAM.exe" is, yes - "exe" is short for executable.

When you enter a "." (that's a full stop or dot) you are staying in the current directory or file location

More on that here.