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Getting Started

Getting Started

Learn the very basics of the SeamlessDocs platform.

27 articles
Asher avatarAndrew Liebelt avatarJasmin Linares avatar
Written by Asher, Andrew Liebelt and Jasmin Linares

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.
Asher avatar
Written by Asher. Updated over a week ago

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
Andrew Liebelt avatar
Written by Andrew Liebelt. Updated over a week ago

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.
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Written by Andrew Liebelt. Updated over a week ago

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!
Andrew Liebelt avatar
Written by Andrew Liebelt. Updated over a week ago

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.
Andrew Liebelt avatar
Written by Andrew Liebelt. Updated over a week ago

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.
Andrew Liebelt avatar
Written by Andrew Liebelt. Updated over a week ago

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

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
Andrew Liebelt avatar
Written by Andrew Liebelt. Updated over a week ago

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.
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Written by Andrew Liebelt. Updated over a week ago

User Types

This article goes through all of our user types including Owners, Directors, Processors, Analysts and Visitors
Andrew Liebelt avatar
Written by Andrew Liebelt. Updated over a week ago

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
Andrew Liebelt avatar
Written by Andrew Liebelt. Updated over a week ago

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.
Jasmin Linares avatar
Written by Jasmin Linares. Updated over a week ago

My Submissions - User Lobby

This article walks through the functionality available to users in the Visitor Lobby including conversations, saved forms, and activity
Andrew Liebelt avatar
Written by Andrew Liebelt. Updated over a week ago

GovOS Studio (SeamlessDocs) 2.0

This article walks through some of the differences you will notice in the new GovOS Studio (SeamlessDocs) layout.
Andrew Liebelt avatar
Written by Andrew Liebelt. Updated over a week ago

How to Disable the Wizard from your SeamlessDoc

This article will review how to disable the Wizard view from your SeamlessDoc.
Jasmin Linares avatar
Written by Jasmin Linares. Updated over a week ago

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.
Jasmin Linares avatar
Written by Jasmin Linares. Updated over a week ago

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.
Andrew Liebelt avatar
Written by Andrew Liebelt. Updated over a week ago

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.
Andrew Liebelt avatar
Written by Andrew Liebelt. Updated over a week ago

Helpful Collateral to Share

Collateral and One-Pagers to share with your team
Andrew Liebelt avatar
Written by Andrew Liebelt. Updated over a week ago

How to Limit Submissions

This article will show you how to set a submission limit
Andrew Liebelt avatar
Written by Andrew Liebelt. Updated over a week ago

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
Andrew Liebelt avatar
Written by Andrew Liebelt. Updated over a week ago

General Form Settings

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Written by Andrew Liebelt. Updated over a week ago

How to Convert PDFs into WebForms using the Wizard

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Written by Andrew Liebelt. Updated over a week ago

Security

This article goes through the various security standards that we hold ourselves to as an organization including SOC 2 and HIPAA
Andrew Liebelt avatar
Written by Andrew Liebelt. Updated over a week ago

Setup Your Account

Andrew Liebelt avatar
Written by Andrew Liebelt. Updated over a week ago

What's New

Andrew Liebelt avatar
Written by Andrew Liebelt. Updated over a week ago

Create a Form

Andrew Liebelt avatar
Written by Andrew Liebelt. Updated over a week ago

What is a SeamlessDoc?

Andrew Liebelt avatar
Written by Andrew Liebelt. Updated over a week ago