Getting Started with the Lobby

Welcome to the Studio platform!

Think of the Lobby as the home page of your Studio account. This is where all of your forms, folders, submission data, and your user account information are stored.

The first thing you will need to do is log in with your account. In this module you will learn how to:

1. Log In to Studio

2. Create a Form

3. Create Folders

4. Move Forms and Folders

5. Delete and Archive Forms

How to Log In to Studio

1. Go to www.seamlessdocs.com/login or (yoursubdomain).seamlessdocs.com and enter your agency's custom subdomain before ".seamlessdocs.com" (e.g., boston. seamlessdocs.com).

2. Enter your Login Credentials and click Sign In.

You've now reached the Lobby!

The Lobby is where you will find your folders and all your forms.

If it's your first time logging in, you probably won't have any forms yet so let's learn how to create one.  

How to Create a Form

1. Click Create in the top right of the Lobby.

2. If you are converting a PDF, click Upload Document.

3. If you are building a WebForm, click Build WebForm.

4. If you want to start from a Template, click Browse Templates.

You can learn more about converting PDFs to Docs and building WebForms in the other courses, but the main thing you should know right now is how to get started from the Lobby.

You can learn more about those processes in their courses:

Doc Editor - Used for converting PDFs into online versions.  Docs can hold multiple signatures since they're based around an electronic document.

WebForm Builder - Used for building forms from scratch.  WebForms have some different functionality and are 508 and ADA compliant, but can only hold one signature.

Once you've got some forms up, your Lobby will quickly start to fill up.  Keep it beautiful by organizing your forms in folders!

How to Create Folders

1. In the Lobby, click the plus icon to the right of your My SeamlessDocs folder.

2. A prompt will appear asking you for the name of the folder. Type in the field that appears and press Enter.

How to Move Forms and Folders

To move a form or a folder, click and drag the icon of the form or folder to the new folder it will be located in.

How to Delete and Archive Forms

The lobby is also where you can archive or delete your forms. Archiving your forms makes them not accessible to users to fill out without completely deleting them. Once a form has been archived, then you can decide to restore it or delete it.

To Archive a form you will click on it once and then you will see the menu appear in the top right and there will be an icon that looks like a box with an arrow pointing downward:

After the form is archived you can go into the Archive folder at the very bottom left in your lobby and you will be able to select the form and permanently delete it.

Now you know how to get to the Lobby, start creating forms, and organize them.  In the next module, you'll learn what else you can do here.

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