User Guide

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

Training Resources link

• General Training Video
• General Training Guide

Account Basics link

• Log In
• Change Your Password
• Reset Your Password
• Link Your Accounts
• Add a Bookmark
• Create a Desktop Shortcut
• Screen Overview
• Notifications
• Log Out

Students link

• Search Students
• Student Enrollment Status
• Program Participation
• Program Deadlines
• Pronouns & Gender

Document Creation link

• Create a New Document
• Copy to a New Document
• Document Overview
• Document Prefill

Authoring Documents link

• Editing Basics
• Rich Text Editing & Toolbar
• Field Tips & Guidance
• Bank Values
• Document Validation
• Autosave
• Attachments

Collaboration link

• Share Documents
• Bulk Share
• Document Access Requests
• Collaborative Editing
• Chat
• Document History

Meetings & Signatures link

• Holding Meetings
• Meeting Mode
• Electronic Signatures
• Topaz Signature Pads

Work with Parents link

• Share Documents with Parents/Guardians
• Parent/Guardian Guidance
• Translation

Printing link

• Preview/Print
• Additional Views
• Bulk Print
• Draft Watermark
• Print Document Versions

Document Lifecycle link

• Mark Documents Complete
• Correct a Completed Document
• Create a Formal Amendment
• Delete/Undelete Documents

Acknowledgement of Receipt link

• Acknowledge Receipt of a Document
• Update Acknowledgers
• View Acknowledgers
• Student Team

Document Management link

• Document List Filters
• Bulk Actions
• Manage Your Caseload
• "My Students" List

Reports link

• Reports
• Report Settings
• Navigating Reports
• Report Troubleshooting and FAQs