Each of the below items  are steps you should take when making a SeamlessDoc Submittable PDF. Click any of the highlighted items below to view articles and details for how to do each one!  

  1. Upload Document
  2. Auto Detect Fields
  3. Clean up extra fields that auto detect accidentally created
  4. Add any fields that were missed
  5. Resize input boxes to accurately reflect what you are trying to create
  6. Make sure single-line inputs and multi-line inputs are accurately noted in the top left in the gray editor bar
  7. Add field labels to all text fields
  8. Make all required fields required
  9. Add date picker to any possible date fields
  10. Add select menu to any possible drop-down fields
  11. Add checkboxes and radio groups that were not automatically detected
  12. Make sure all checkboxes and radio groups are correctly grouped together 
  13. Add Receipt number if you want to generate a receipt for tracking purposes
  14. Add signers and set up signature workflow if needed
  15. Assign fields to the relevant signer.
  16. Add attachments if needed
  17. Check tab order is correct
  18. Customize URL
  19. Customize Letterhead Settings
  20. Customize Email Notifications
  21. Customize thank you page
  22. Add a cover letter if needed
  23. View in live view
  24. Make a test submission

Helpful Videos to Get Started:

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