Getting Started

SeamlessDocs 2.0

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

Written by Andrew Liebelt
Updated over a week ago

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 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.

Written by Jasmin Linares
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

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.

Written by Jasmin Linares
Updated over a week ago

My Submissions - User Lobby

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

Written by Andrew Liebelt
Updated over a week ago

SeamlessDocs Glossary

A list of terms you will see throughout our SeamlessDocs Platform. Terms divided up by SD products; SeamlessDocs, The GRM & Service Center.

Written by Jasmin Linares
Updated over a week ago

Finding your Quick Win & First Form

When you are new to SeamlessDocs, it is difficult to find the best form to start with. We always make sure to start with Quick Wins.

Written by Asher
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.

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.

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.

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.

Written by Andrew Liebelt
Updated over a week ago

Helpful Collateral to Share

Collateral and One-Pagers to share with your team

Written by Asher
Updated over a week ago

How to Limit Submissions

This article will show you how to set a submission limit

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.

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

Written by Andrew Liebelt
Updated over a week ago

Where do I start? The Differences between a Doc and Web Form

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

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!

Written by Andrew Liebelt
Updated over a week ago

Visitors

This article walks through the various aspects of Visitor Users

Written by Chachi Camejo
Updated over a week ago

General Form Settings

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

Written by Andrew Liebelt
Updated over a week ago

How to Convert PDFs into Web Forms using the Wizard

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

Written by Andrew Liebelt
Updated over a week ago

Setup Your Account

Written by Andrew Liebelt
Updated over a week ago

What's New

Written by Andrew Liebelt
Updated over a week ago

Create a Form

Written by Andrew Liebelt
Updated over a week ago

What is SeamlessDocs?

Written by Andrew Liebelt
Updated over a week ago