Pro Tips

Andrew Liebelt avatar Emily Hepner avatar Jasmin Linares avatar
38 articles in this collection
Written by Andrew Liebelt, Emily Hepner, and Jasmin Linares

Fonts Reference Article

This article will review the fonts within SeamlessDocs and how they compare to commonly known and used fonts.
Jasmin Linares avatar
Written by Jasmin Linares
Updated over a week ago

HIPAA Compliance Best Practices and Requirements

This article walks through the necessary steps and best practices if you plan to use us for PHI and HIPAA compliance
Andrew Liebelt avatar
Written by Andrew Liebelt
Updated over a week ago

Enforcing Active Directory and SSO Log-in Only

This article walks through how to change the settings on your account so that users can ONLY use Active Directory and SSO to login
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Written by Andrew Liebelt
Updated over a week ago

How to handle Notaries and a required Notarization on forms with SeamlessDocs

This article will walk through some options on how to work with a Notary when needed on a form
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Written by Andrew Liebelt
Updated over a week ago

Adding Custom CSS to SeamlessDocs

This article will focus on how to utilize Custom CSS codes on your SeamlessDocs (uploaded PDF).
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Written by Jasmin Linares
Updated over a week ago

Adding HTML to SeamlessDocs

This article will focus on how to utilize HTML codes on your SeamlessDocs (uploaded PDF).
Jasmin Linares avatar
Written by Jasmin Linares
Updated over a week ago

WebForm Calculations and Functions

Excel functions and formulas that can be used on WebForms (forms you build).
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Written by Jasmin Linares
Updated over a week ago

Custom Regex Cheat Sheet for SeamlessDocs

This article is a cheat sheet for some commonly requested custom regex codes for SeamlessDocs.
Jasmin Linares avatar
Written by Jasmin Linares
Updated over a week ago

SeamlessDocs Calculations and Functions

Excel functions and formulas that can be used on SeamlessDocs (uploaded PDF).
Jasmin Linares avatar
Written by Jasmin Linares
Updated over a week ago

Custom Regex Cheat Sheet for WebForms

This article is a cheat sheet for some commonly requested custom regex codes for WebForms.
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Written by Jasmin Linares
Updated over a week ago

Creating a Work From Home Request

This article and video will show how Lynchburg was able to create this form for their staff to request to work from home in no time!
Andrew Liebelt avatar
Written by Andrew Liebelt
Updated over a week ago

Visitor Users and Access to Submissions

This article walks through the various methods of ensuring that Visitor users can also use Active Directory to access SeamlessDocs
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Written by Andrew Liebelt
Updated over a week ago

Triggers

You can use Triggers to set up automated actions based on Tags, Stages and Assignment to automate workflow and processing on your forms.
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Written by Andrew Liebelt
Updated over a week ago

API Access

This is a brief article that describes our API access functionality
Andrew Liebelt avatar
Written by Andrew Liebelt
Updated over a week ago

Excluding Submission Data from Emails

This article walks through how you can change your settings so that no data is included in e-mail notifications
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Written by Andrew Liebelt
Updated over a week ago

Global Themes

This article walks you through how apply custom CSS styles to all of your forms instead of individually.
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Written by Andrew Liebelt
Updated over a week ago

Best Practices for Creating WCAG 2.1, ADA, and 508-Accessible Forms

Best Practices for Creating WCAG 2.1, ADA, and 508-Accessible Forms
Andrew Liebelt avatar
Written by Andrew Liebelt
Updated over a week ago

How to Encrypt a Field

This article will review how to utilize the Encrypt a Field feature in SeamlessDocs and in WebForms.
Jasmin Linares avatar
Written by Jasmin Linares
Updated this week

How to Hide and Remove the Submit button on your forms

This article walks you through how to hide the submit button on you forms so that they cannot be submitted.
Andrew Liebelt avatar
Written by Andrew Liebelt
Updated over a week ago

How to find your Form and Submission ID

For troubleshooting purposes we may ask for your Form ID or Submission ID to resolve your issue more quickly, here is how to find it!
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Written by Andrew Liebelt
Updated over a week ago

Integrating with other Platforms using SeamlessDocs Connect

This article discusses how you can integrate with other systems like Google Drive/Sheets, Laserfiche and Microsoft SharePoint to name a few.
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Written by Andrew Liebelt
Updated over a week ago

How to find your API Keys

This is an article that walks you through how to find your API Keys for your SeamlessDocs account
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Written by Andrew Liebelt
Updated over a week ago

Private PDF's

Private PDF means Links to PDFs will now require users to log in and have access to those submissions in order to view them.
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Written by Andrew Liebelt
Updated over a week ago

Customize the File Name of your completed PDF

This articles shows how you can change the file name of your forms after they've been completed.
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Written by Andrew Liebelt
Updated over a week ago

How to Add a Theme to Your SeamlessDocs and Web Forms

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Written by Andrew Liebelt
Updated over a week ago

How to Automatically Create a Visitor User using Co-Registration

How to Automatically Create a Visitor User using Co-Registration
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Written by Andrew Liebelt
Updated over a week ago

Setting Permissions and Access on Forms

This article walks through all of the Permissions that can be given to a user on the form level
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Written by Andrew Liebelt
Updated over a week ago

Query GoogleSheet

Emily Hepner avatar
Written by Emily Hepner
Updated over a week ago

Submission Rule Builder

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Written by Emily Hepner
Updated over a week ago

Supported Browsers

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Written by Emily Hepner
Updated over a week ago

How to Copy Your Form or Save as a Template

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Written by Emily Hepner
Updated over a week ago

How to Whitelist a Domain in Office 365

Emily Hepner avatar
Written by Emily Hepner
Updated over a week ago

Google Analytics

Emily Hepner avatar
Written by Emily Hepner
Updated over a week ago

How to Activate Private Labeling and Add a CNAME Record

Emily Hepner avatar
Written by Emily Hepner
Updated over a week ago

How to Save a Form as Different File Format

Emily Hepner avatar
Written by Emily Hepner
Updated over a week ago

Bundling Forms

Emily Hepner avatar
Written by Emily Hepner
Updated over a week ago

How to Prepare a Document

Emily Hepner avatar
Written by Emily Hepner
Updated over a week ago

How to Whitelist Emails from SeamlessDocs

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