The Wizard is a method to turn a PDF into a Web Form. Think of it as the best of both worlds, the ease of using a web form with the final look of a SeamlessDoc. With the Wizard, users will fill out the form using a Web Form and have the information automatically populate on a PDF.

To quickly identify a SeamlessDocs Wizard in your Lobby, just look for the lightning bolt next to the Form Name.

Enabling The Wizard

In order to enable the wizard, you must first open a SeamlessDoc in Editor Mode. You can do that from the Lobby by double clicking on the Form Name of a SeamlessDoc. It will open automatically in the SeamlessDoc Editor shown below.

To Enable the Wizard

  1. Select Add Ons and then choose Enable Wizard from the drop-down menu.

2. You will be redirected to the Web Form Builder where you'll see your fields from the SeamlessDoc transferred to the Web Form. From here you can take advantage of the other web form elements.

Only the first signer will be able to complete the form in Web Form view. All other signers will interact with the SeamlessDoc. This allows you to have multiple signers and be able to use the HTML elements of a Web Form.

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