Intro to the Forms Manager

This article walks you through the basics of your Forms Manager including managing folders and forms

Think of the Forms Manager as the home page of your GovOS Studio account. This is where all of your forms, folders, submission data, and your user account information are stored. Depending on your user type, your view of the Forms Manager will vary. However, the general view for all users, regardless of their user level will consist of:

The Create Button

This is where you can upload a PDF to convert, build your own WebForm from scratch, or browse templates. 

To upload form to be converted in to a SeamlessDoc: 

Step 1: Select the Create button and then choose Upload Document from the drop down menu.
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​Step 2: A popup will appear where you can either drag your file or manually browse for it on your local computer or on your connected cloud storage networks. If you already have a link to the document, you can select the Link (URL) option and the document will be uploaded after providing the link.
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You can also create new folders and even sub folders to keep your newly created forms organized. Subfolders are folders are folders that are nested under a folder for more precise organization. 

Folders 

Folders allow you to organize your forms based on which department they belong to or their purpose. You can even create subfolders for even more organization. Simply drag and drop a form or folder's icon to move it into a new folder. 

If you find that you no longer need a folder, then you can easily delete it by selecting the x next to the folder's name. This x will appear when the folder's name is selected. Should you delete a folder with any subfolders, then these will also be deleted, while the forms with the folder(s) will be moved to your archives. 

If you would like to rename the folder you can double click the name of the folder and it will open an editable view.

Delete and Archive Forms

To view a video on deleting and archiving forms, please click here. 

The Forms Manager is also where you can archive or delete your forms. Archiving your forms makes them not accessible to users to fill out without completely deleting them. Once a form has been archived, then you can decide to restore it or delete it.