GovOS Studio

When you are new to GovOS Studio, it is difficult to find the best form to start with. We always make sure to start with Quick Wins.

Finding your Quick Win & First Form

This article walks through how to create a new folder in your account or a subfolder under an existing parent folder

How to Create a Folder or Sub Folder

This article will you help you choose the best option for your form between our two types of forms.

Where do I start? The Differences between a SeamlessDoc and WebForm

Here is a checklist that you can use before launching and bringing your first form live!

Launch Checklist - How to Go Live with a SeamlessDocs Form

This article gives you the checklist for every step to take a PDF and bring it online.

Checklist for Making a SeamlessDoc with a PDF

This article will walk you through the steps to bring a business process online from the view of a Staff Member and then Citizen.

Launching a Process

This article walks through how to grant access to submissions so that user can log-in to access it instead of downloading from the email

How to grant access to submissions via Association, Assignments, Permissions or Sharing

This article walks through the various ways that you can allow users to see submissions they should have access to.

How can I give access for users to see submissions?

This article goes through all of our user types including Owners, Directors, Processors, Analysts and Visitors

User Types

This article walks through how users can sign up for their own Visitor account on their own to access submissions or check on status

How to Sign Up and create a Visitor account

This article will review how to delete a template and how to rename the title of a template.

How to Delete or Rename a Template

This article walks through the functionality available to users in the Visitor Lobby including conversations, saved forms, and activity

My Submissions - User Lobby

This article walks through some of the differences you will notice in the new GovOS Studio (SeamlessDocs) layout.

GovOS Studio (SeamlessDocs) 2.0

This article will review how to disable the Wizard view from your SeamlessDoc.

How to Disable the Wizard from your SeamlessDoc

A list of terms you will see throughout our GovOS Studio Platform. Terms divided up by products; SeamlessDocs, The GRM & Portals Manager.

GovOS Studio Glossary

This article walks you through how to validate certain formats on a field like SSN, Phone, Date, and others.

How to turn on Validation for a Field

This article will walk through how you can change the time zone that is reflected on your submissions.

How to Change Your Time Zone for Submissions

Collateral and One-Pagers to share with your team

Helpful Collateral to Share

This article will show you how to set a submission limit

How to Limit Submissions

Here is a set of Best Practices that you can use as a guide before uploading your PDF to ensure the best result

Best Practices for PDF's prior to Uploading

General Form Settings

How to Convert PDFs into WebForms using the Wizard

This article goes through the various security standards that we hold ourselves to as an organization including SOC 2

Security

Setup Your Account

What's New

Create a Form

What is a SeamlessDoc?

This article walks through how you can make the Submit Button conditionally available or hidden on a Web Form

How to hide or show the Submit Button conditionally

With the Participants functionality you can now turn off or add customization to the Signature Confirmation emails.