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:
- Navigate to “Form Settings” in the left menu under the SeamlessDocs integration node
- 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:
- 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.
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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”.
Updated over 2 years ago