Pro Tips
This is a collection of advanced features and functionality
55 articles
Written by Andrew Liebelt and Jasmin Linares


How to Set Up the API Alias on a field
This article walks through the method to add API aliases to your fields to use in various parts of our platform
Written by Andrew Liebelt. Updated over a week ago
Participants
This article walks through the new updates to what was previously Manage Signers and Signature Workflow and is now Participants
Written by Andrew Liebelt. Updated over a week ago
File Types Not Allowed for Uploads
This article walks through which file types are allowed for updates and which are not.
Written by Andrew Liebelt. Updated over a week ago
How to Create a Submission with FormFill in the GRM Pipeline
This article walks through how to create submissions using FormFill in the GRM pipeline
Written by Andrew Liebelt. Updated over a week ago
Global Users
This article walks through how users can manage their account when they want to have multiple accounts associated with one email address
Written by Andrew Liebelt. Updated over a week ago
How to Access the Template Gallery
This article will review how to access the template gallery after making a copy of your form/saving it as a template.
Written by Jasmin Linares. Updated over a week ago
How to Create Conversations and Notes in GovOS Studio
This article walks through how to create conversations and notes in the GovOS Studio platform
Written by Andrew Liebelt. Updated over a week ago
How to Upload a CSV of Data

Written by Andrew Liebelt. Updated over a week ago
How to add an extra page(s) to your existing SeamlessDoc
This article will review how to add an extra page or pages to your existing SeamlessDoc (uploaded PDF).
Written by Jasmin Linares. Updated over a week ago
How to set the Max Character Limit on a Field
This article will review how to set the max character limit on a field for your SeamlessDoc and WebForm.
Written by Jasmin Linares. Updated over a week ago
Web Hooks
This article will walk through the basics of Web Hooks and how you can use them to process data
Written by Andrew Liebelt. Updated over a week ago
Signature Confirmation Email
This article will focus on the Signature Confirmation email for SeamlessDocs (uploaded PDF) and WebForms.
Written by Jasmin Linares. Updated over a week ago
Document Completion Notification
This article will focus on how to customize the Document Completion Notification on your SeamlessDoc (uploaded PDF).
Written by Jasmin Linares. Updated over a week ago
Signature Invite Email
This article will focus on when the Signature Invite email is triggered on your SeamlessDoc (uploaded PDF).
Written by Jasmin Linares. Updated over a week ago
Activity Notifications
This article will focus on how to customize the Activity Notification on your SeamlessDoc (uploaded PDF).
Written by Jasmin Linares. Updated over a week ago
Submission Receipt
This article will focus on how to customize the Submission Receipt on your SeamlessDoc (uploaded PDF) and WebForm.
Written by Jasmin Linares. Updated over a week ago
Submission Notifications
This article will focus on how to customize the Submission Notification on your SeamlessDoc (uploaded PDF) and WebForm.
Written by Jasmin Linares. Updated over a week ago
Decline to Sign 2.0 - Return for Edits
This article walks through the updated Decline to Sign functionality that allows you to return a submission to a signer for edits
Written by Andrew Liebelt. Updated over a week ago
Fonts Reference Article
This article will review the fonts within GovOS Studio and how they compare to commonly known and used fonts.
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
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
Written by Andrew Liebelt. Updated over a week ago
How to handle Notaries and a required Notarization on forms with GovOS Studio
This article will walk through some options on how to work with a Notary when needed on a form
Written by Andrew Liebelt. Updated over a week ago
Adding Custom CSS to SeamlessDocs or WebForms
This article will focus on how to utilize Custom CSS codes on your SeamlessDocs (uploaded PDF) or WebForms
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).
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).
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.
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).
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.
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!
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 access their submissions and also use Active Directory
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.
Written by Andrew Liebelt. Updated over a week ago
API Access
This is a brief article that describes our API access functionality
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
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.
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
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.
Written by Jasmin Linares. Updated over a week ago
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.
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!
Written by Andrew Liebelt. Updated over a week ago
Integrating with other Platforms using Connect
This article discusses how you can integrate with other systems like Google Drive/Sheets, Laserfiche and Microsoft SharePoint to name a few.
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 GovOS Studio account
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.
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.
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
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
Written by Andrew Liebelt. Updated over a week ago
Query GoogleSheets
This article walks through how you can query a Google Sheet as a database to have other fields populated based on a selection
Written by Andrew Liebelt. Updated over a week ago
Submission Rule Builder (SRB)
This walks through how to set up rules based upon submission like sending emails to users based on a selection
Written by Andrew Liebelt. Updated over a week ago
Supported Browsers
This article walks through which browsers are supported by our application
Written by Andrew Liebelt. Updated over a week ago
How to Copy Your Form or Save as a Template

Written by Andrew Liebelt. Updated over a week ago
How to Whitelist a Domain in Office 365

Written by Andrew Liebelt. Updated over a week ago
Google Analytics

Written by Andrew Liebelt. Updated over a week ago
How to Activate Private Labeling and Add a CNAME Record

Written by Andrew Liebelt. Updated over a week ago
How to Save a Form as Different File Format

Written by Andrew Liebelt. Updated over a week ago
Bundling Forms

Written by Andrew Liebelt. Updated over a week ago
How to Prepare a Document

Written by Andrew Liebelt. Updated over a week ago
How to Whitelist Emails from GovOS Studio

Written by Andrew Liebelt. Updated over a week ago