Getting Started

Finding your Quick Win & First Form

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.

Written by Asher
Updated this week

How to Create a Folder or Sub Folder

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

Written by Andrew Liebelt
Updated this week

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

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

Written by Andrew Liebelt
Updated this week

Launch Checklist - How to Go Live with a SeamlessDocs Form

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

Written by Andrew Liebelt
Updated this week

Checklist for Making a SeamlessDoc with a PDF

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

Written by Andrew Liebelt
Updated this week

Launching a Process

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

Written by Andrew Liebelt
Updated this week

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

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

Written by Andrew Liebelt
Updated this week

How can I give access for users to see submissions?

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

Written by Andrew Liebelt
Updated this week

User Types

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

Written by Andrew Liebelt
Updated this week

How to Sign Up and create a Visitor account

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

Written by Andrew Liebelt
Updated this week

How to Delete or Rename a Template

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

Written by Jasmin Linares
Updated this week

My Submissions - User Lobby

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

Written by Andrew Liebelt
Updated this week

GovOS Studio (SeamlessDocs) 2.0

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

Written by Andrew Liebelt
Updated this week

How to Disable the Wizard from your SeamlessDoc

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

Written by Jasmin Linares
Updated this week

GovOS Studio Glossary

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

Written by Jasmin Linares
Updated this week

How to turn on Validation for a Field

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

Written by Andrew Liebelt
Updated this week

How to Change Your Time Zone for Submissions

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

Written by Andrew Liebelt
Updated this week

Helpful Collateral to Share

Collateral and One-Pagers to share with your team

Written by Andrew Liebelt
Updated this week

How to Limit Submissions

This article will show you how to set a submission limit

Written by Andrew Liebelt
Updated this week

Best Practices for PDF's prior to Uploading

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

Written by Andrew Liebelt
Updated this week

General Form Settings

Written by Andrew Liebelt
Updated this week

How to Convert PDFs into WebForms using the Wizard

Written by Andrew Liebelt
Updated this week

Security

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

Written by Andrew Liebelt
Updated this week

Setup Your Account

Written by Andrew Liebelt
Updated this week

What's New

Written by Andrew Liebelt
Updated this week

Create a Form

Written by Andrew Liebelt
Updated this week

What is a SeamlessDoc?

Written by Andrew Liebelt
Updated this week