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Pro Tips

This is a collection of advanced features and functionality

55 articles
Andrew Liebelt avatarJasmin Linares avatar
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
Andrew Liebelt avatar
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
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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.
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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
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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
Andrew Liebelt avatar
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.
Jasmin Linares avatar
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
Andrew Liebelt avatar
Written by Andrew Liebelt. Updated over a week ago

How to Upload a CSV of Data

Andrew Liebelt avatar
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).
Jasmin Linares avatar
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.
Jasmin Linares avatar
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
Andrew Liebelt avatar
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.
Jasmin Linares avatar
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).
Jasmin Linares avatar
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).
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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).
Jasmin Linares avatar
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.
Jasmin Linares avatar
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.
Jasmin Linares avatar
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
Andrew Liebelt avatar
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.
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
Andrew Liebelt avatar
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
Andrew Liebelt avatar
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
Jasmin Linares avatar
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).
Jasmin Linares avatar
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.
Jasmin Linares avatar
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 access their submissions and also use Active Directory
Andrew Liebelt avatar
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.
Andrew Liebelt avatar
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
Andrew Liebelt avatar
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.
Andrew Liebelt avatar
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 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.
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 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 GovOS Studio account
Andrew Liebelt avatar
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.
Andrew Liebelt avatar
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.
Andrew Liebelt avatar
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
Andrew Liebelt avatar
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
Andrew Liebelt avatar
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
Andrew Liebelt avatar
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
Andrew Liebelt avatar
Written by Andrew Liebelt. Updated over a week ago

Supported Browsers

This article walks through which browsers are supported by our application
Andrew Liebelt avatar
Written by Andrew Liebelt. Updated over a week ago

How to Copy Your Form or Save as a Template

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

How to Whitelist a Domain in Office 365

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

Google Analytics

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

How to Activate Private Labeling and Add a CNAME Record

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

How to Save a Form as Different File Format

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

Bundling Forms

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

How to Prepare a Document

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

How to Whitelist Emails from GovOS Studio

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