Checklist for Making a SeamlessDoc with a PDF

This article gives you the checklist for every step to take a PDF and bring it online.

Each of the below items  are steps you should take when making a SeamlessDoc Submittable PDF. Click any of the highlighted items below to view articles and details for how to do each one!  

1. Upload Document

2. Auto Detect Fields

3. Clean up extra fields that auto detect accidentally created

4. Add any fields that were missed

5. Resize input boxes to accurately reflect what you are trying to create

6. Make sure single-line inputs and multi-line inputs are accurately noted in the top left in the gray editor bar

7. Add field labels to all text fields

8. Make all required fields required

9. Add date picker to any possible date fields

10. Add select menu to any possible drop-down fields

11. Add checkboxes and radio groups that were not automatically detected

12. Make sure all checkboxes and radio groups are correctly grouped together 

13. Add Receipt number if you want to generate a receipt for tracking purposes

14. Add signers and set up signature workflow if needed

15. Assign fields to the relevant signer.

16. Add attachments if needed

17. Check tab order is correct

18. Customize URL

19. Customize Letterhead Settings

20. Customize Email Notifications

21. Customize thank you page

22. Add a cover letter if needed

23. View in live view

24. Make a test submission

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