Configure: SeamlessDoc Form to FTP Folder

Prerequisite

You must connect SeamlessDocs to Velosimo to complete the next step:
Connect SeamlessDocs to Velosimo

Access your Form(s)

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.

Steps:

  1. Navigate to “Form Settings” in the left menu under the SeamlessDocs integration node
  2. Select "+ ADD USER FORMS
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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.

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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".

Steps:

  1. Select the check box for the form you would like to add to your Form Setting list
  2. Select Add

Note: if the check box is greyed out, that indicates that the form already exists in your "Form Settings" view.

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Configure SeamlessDoc Form to FTP Folder

Navigate to “Form Settings” in the left menu under the SeamlessDocs integration node and select a form to configure.

Select the FTP tab, if not automatically selected.

Select “Save docs” and then enter the folder name, then create the file name with SeamlessDoc fields.

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Optionally, to save an entry to a CSV file select “Save CSV”. Enter the file path in this pattern: ‘/path/to/filename’

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Once completed click “Save”.