User Guide

Learn the basics of SameGoal. This is the perfect place to start.

• General Training Video
• General Training Guide

Getting Started link

• Log in
• Change password
• Reset password
• Link your accounts
• Add a bookmark
• Create a desktop shortcut
• Screen overview

Writing Documents link

• Search students
• Student enrollment status
• Create a new document
• Copy to a new document
• Document overview
• Document prefill
• Field tips & guidance
• Autosave
• Rich text editing/toolbar
• Spellcheck
• Copy/paste
• Keyboard shortcuts
• Attachments

Printing link

• Preview/print
• Alternate views
• Bulk printing
• Draft watermark
• Print document versions

Collaboration link

• Share documents
• Permission Requests
• Collaborative editing
• Chat
• Document History

Banked Values link

• User banks
• District banks

Pronouns and Gender link

• Pronouns and Gender

Compliance link

• Document validation

Meetings & Signatures link

• Holding meetings
• Meeting mode
• Topaz signature pads
• Electronic signatures
• Remote electronic parent signatures

Translation link

• Translation

Progress Reports link

• Progress reports
• Progress monitoring charts

Document Lifecycle link

• Mark documents complete
• Correct a completed document
• Create a formal amendment
• Transfer documents
• Delete documents
• Undelete documents

Program Participation link

• Program participation
• Program deadlines

Document Management link

• Document list filters
• Bulk actions
• Bulk share
• Manage your caseload
• "My Students" list
• "All" list

Notifications link

• Notifications

Reports link

• Reports
• Report settings
• Navigating reports
• Report troubleshooting and FAQs

Log Out link

• Log out