In velosimo’s GovOS SeamlessDocs administration portal under Form Settings, administration users have the ability to filter and create user specific form lists.
As a new user, the form list will be blank. To populate your user-specific form list, filter and select specific forms that you want to configure or to easily access.
- Navigate to “Form Settings” in the left menu under the SeamlessDocs integration node
- Select "+ ADD USER FORMS
To find your desired form(s), you can filter on any of the attributes by entering data or selecting from the form type drop down to filter/search for the form(s). The filter attributes include:
Form Name, Form Type (web forms or document forms), user email address associated with the form, created date or modified date.
Once you have filter results you can select the desired form(s) that should be on your form list every time you access "Form Settings".
- Select the check box for the form you would like to add to your Form Setting list
- Select Add
Note: if the check box is greyed out, that indicates that the form already exists in your "Form Settings" view.
Navigate to “Form Settings” and select a form.
Select the “Box” tab.
Select “Save docs”. First enter the folder name, then create the file name with SeamlessDoc fields.
Select “Map fields” and select a template.
To add mappings click the icon on the right and select the desired Box fields.
Complete the mappings with the desired SeamlessDoc fields.
Optionally, to save an entry to a CSV file select “Save CSV”. Enter the file path in this pattern: ‘/path/to/filename’
Once completed click “Save”.
Updated about 1 year ago