There are three ways to create a SeamlessDoc: Uploading a Document, Building a Web Form, and Using a Template. You can get started with any of these three options by clicking on the orange Create button next to your User Name.

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SeamlessDocs has two main end-user facing products: Webforms and Docs. When creating a new form, the first thing a form builder needs to decide is, which product should I use? The following checklist is a list of questions to ask yourself before you begin building:

If the following are true, you must use a Doc:

• You already have a PDF and you would like to make this fillable. You prefer to keep the formatting of this PDF and make it fillable
• Your form is a state or federal mandate and formatting must be preserved
• The form will have multiple signatures
• The form needs to have input from multiple people
• You have complex calculations
• You have payment that will be variable or some users will need to be able to submit the form without paying (payment will be optional)
• Quick to upload and implement

If the following are true, you should use a Web Form:

• The priority is a modern and sleek user interface
• You want to have conditional questions display based on the answer to other questions
• ADA WCAG 2.0 Compliant
• Specialty features such as: translate, reCaptcha, images/videos, survey tools, embedded maps, and more!
• Acuity Scheduling plugin
• Mobile and Tablet Friendly
• You would like to embed your form on a webpage

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You're getting started and it's time to bring your team in!

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1. From the Lobby, click your name in the top right to bring down the Account Menu and then click Users. You can see how many user credits you have left in the top right.

2. Click Add User under Administrators or Members, depending on which type you are adding.

3. Fill in the appropriate information and click Save.

The new user will automatically receive an email to reset their password.

Here is an article that can provide even more information:

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How to Add Users into your Account

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If you are an Owner level user in your account you can customize the information that will be appearing on the Digital Letterhead that appears on all forms (Note: The Letterhead can be customized per form as well). To do this when you first log-in you will click on your username in the top right and then click on Company. From there you can customize several fields:

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We offer many different resources for you to train your team. When you first log-in you will see a Support button in the bottom right and after clicking on this will see a ton of great resources that will help you with training like:

‍Documentation - Our Knowledge Base contains tons of articles and videos on all of the basics of SeamlessDocs and is great to learn about the various features you will use most.

Seamless University - This is a service contained within SeamlessCentral where you are right now that offers courses to let you learn SeamlessDocs as you go on your own.

SeamlessDocs 101 - This is held every Tuesday at 3pm EST and goes over all of the basics of SeamlessDocs and can be joined as many times as you want.

However, you can always reach out to your Success Manager if you'd like to set up a one on one training for your staff so that we can focus on your needs and use cases.