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Getting Started
Getting Started
Learn the very basics of the SeamlessDocs platform.
+2
25 articles in this collection
Written by
Jonathon Ende,
Andrew Liebelt,
Emily Hepner
and 2 others
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 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
Jonathon Ende
Updated over a week ago
General Form Settings
Written by
Emily Hepner
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
Emily Hepner
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
Emily Hepner
Updated over a week ago
What's New
Written by
Emily Hepner
Updated over a week ago
Create a Form
Written by
Emily Hepner
Updated over a week ago
What is SeamlessDocs?
Written by
Emily Hepner
Updated over a week ago