Products

SeamlessDocs- A complete suite of features built to help governments create web forms from scratch and transform their PDF documents into online services.

Government Relationship Manager (GRM)- CRM for governments to automate complex processes and build relationships with citizens and staff. A collaborative tool to help automate workflow and process submissions.

Service Center- Single centralized platform that allows governments to create custom portals and employee dashboard so that citizens and staff can access forms and resources.

General

Form- (Traditionally a piece of paper) A webpage that contains numerous fields, or spaces to enter data. Each field holds a field label so that any user who views the form gets an idea of its contents.

Submission- Completed forms filled out and/or signed by applicants.

PDF- Portable Document Format; a file format that provides an electronic image of text or text and graphics that looks like a printed document and can be viewed, printed, and electronically transmitted.

SeamlessDoc- Converted PDF. Users can upload a pre-existing PDF to be converted into an interactive, digital version.

SeamlessDoc Editor- Tool where you can upload a PDF and turn it into a SeamlessDoc.

Web Forms- Built completely in HTML (as opposed to a PDF) which enables different functionality. 508 and ADA compliant, but can only hold one signature.

Web Form Builder- A blank canvas to build a beautiful and easy-to-use web form from scratch.

Wizard- A method to combine a SeamlessDoc and a Web Form so that the first signer will have the experience of a web form but then subsequent signers will see the uploaded PDF form. Original PDF is populated with the information user inputs into a webform.

Lobby- Home page when you first log in. It is where you create and organize forms, access and manage submissions, and configure account settings.

SeamlessDoc Editor

Signature Workflow- Forms that need to be signed or approved by multiple people and in a certain order. You can create and customize your own order.

Auto-Detect Fields- This feature will not only add fields to your form for you, but it will resize them and also label them for you.

SeamlessDoc Editor Features- List of all elements unique to SeamlessDocs (vs WebForms)

WebForm Builder

Inspector- Gear Icon that appears when you choose an element that opens a window where you can customize the field settings.

WebForm Builder Elements- List of all elements and their functions

Submissions Manager

Submission- Completed forms filled out and/or signed by applicants.

Submissions Manager- Portal that can access the submissions of a specific Web Form or SeamlessDoc. It can be accessed from the lobby by clicking on the number to the right of a Form's Name. It will have the number of submissions you've received on that SeamlessDoc or form.

Submission Details Panel- From the Submission Manager click on the row of the specific Submission, this will open up the Submission Details Panel where you can view the submission answers, any uploaded PDFs and the signature status

Signature Status- From the Submission Manager, you can see how many signatures have been completed and how many are pending/have yet to sign. Click anywhere on the submission to see the signature, details and status of the signature workflow.

Triggers- Automated actions based on Tags, Stages and Assignment to automate workflow and processing on your forms.

Assignments- Designate who should be working on or reviewing specific form submissions.

Stages- Custom labels that let users know the status of an Application either for internal processing, or for letting citizens and staff see the status from their Lobby. You can only have one stage per submission so think of these as the main status. Helps you track submission workflow.

Tags- Similar to stages but unlimited in number. Give context to submissions. Helps you organize submissions; can customize tags to show when a signature is pending.

GRM

Assignments- Designate who should be working on or reviewing specific form submissions.

Stages- Custom labels that let users know the status of an Application either for internal processing, or for letting citizens and staff see the status from their Lobby. You can only have one stage per submission so think of these as the main status. Helps you track submission workflow.

Tags- Similar to stages but unlimited in number. Give context to submissions. Helps you organize submissions; can customize tags to show when a signature is pending.

Conversations- An internal and external messaging tool. Users can see and post messages, attachments, and links to other forms. These messages can even address multiple users within the platform so that they get notified of the conversation.

Create- A feature that allows you to move submitted data from one form to another or back into the original form to be resubmitted. FormFill currently only works for moving data from Web Forms or Docs into Docs. You can't move data into a Web Form. Before you can use FormFill you have to set API Aliases for all fields that you would like to be connected to FormFill.

Service Center

Sites- Multiple Form Centers with different forms available within your GRMâ„¢

Visitor Portal- Lets citizens and staff track all the forms they've submitted on a single secure platform.

User Types

Owner- Complete access to an account. They can view and edit all forms, view all submissions, create tags and stages, assign users to submissions, customize the account settings, as well as update and create new users.

Director- Access to all forms that they have created or that have been shared with them. They can assign processor users to view submissions in the GRM (as long as that submission is assigned the Director) and can build and customize portal pages in the Service Center.

Processor- Access to submissions on forms they've built and that have been shared with them in SeamlessDocs or submissions assigned to them on a one-by-one basis in the GRM. Submissions can be assigned manually by owner and director users or automatically assigned using the submission rule builder.

Visitor- Access to view their own submissions. These are free and unlimited and can be created at the signup page.

Analyst- A limited user that can view and manage data, but they cannot create or edit forms.

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