Submissions Manager

Learn about where you can view your submissions and how you can manage them.

10 articles in this collection
Written by Andrew Liebelt and Jasmin Linares

The Submissions Manager

This article will review what the submissions manager is and how to access it.

Written by Jasmin Linares
Updated over a week ago

The Submission Viewer

This articles covers what the Submission Viewer is, how it is used, and how it can be configured.

Written by Andrew Liebelt
Updated over a week ago

Signing within the Submissions Manager

This article walk through how to sign a form from within your SeamlessDocs account instead of through an email link

Written by Andrew Liebelt
Updated over a week ago

Triggers with Webhooks

This article walks through how you can use Triggers to automatically post data with Webhooks based on an action.

Written by Andrew Liebelt
Updated over a week ago

How to Assign users to a submission in the SeamlessDocs Submissions Manager

This article walks through how you can assign a submission to a user so that they can manage it by adding or changing tags and stages.

Written by Andrew Liebelt
Updated over a week ago

How to create Tags in the Submissions Manager

This article walks through how to create tags and add or remove them to submissions in the Submissions Manager in SeamlessDocs

Written by Andrew Liebelt
Updated over a week ago

Decrypting an Encrypted Field

Written by Andrew Liebelt
Updated over a week ago

How to create Stages in the Submissions Manager

This article will walk through how to create Stages to be used with your submission in SeamlessDocs in the Submissions Manager

Written by Andrew Liebelt
Updated over a week ago

How to Export Submissions from the Submissions Manager

This article walks through how to export or download your data from SeamlessDocs into another program or record keeping system

Written by Andrew Liebelt
Updated over a week ago

How to Manage Submissions

This article will walk you through the Submissions Manager and how to delete, export and manage data

Written by Andrew Liebelt
Updated over a week ago