Add-Ons

Add-Ons are additional features or customizations you can enable for the entire SeamlessDoc. Hovering over the Add-Ons tab in the Settings Toolbar will bring a dropdown menu, like the one below.

Auto-Detect Fields
When you initially upload a document to use as a SeamlessDoc, you'll have the option to Auto-Detect the Fields. What that means is that a smart algorithm goes through your document and identifies all the elements that are fillable. It then automatically adds the appropriate elements to those fields so you don't have to manually add a text field, for example, to every fillable part of your SeamlessDoc.

Enable/Disable Wizard
Enabling and Disabling the Wizard can be done easily from the Add-Ons menu. Enabling the Wizard will redirect you to the Form Builder where you can add Form Elements to your SeamlessDoc. For more information on using the Wizard, please refer to the Wizard section in our guide.

Import from Data Source
Importing from a data source enables you to automatically populate the fields on your SeamlessDoc using the data from your Custom Relationship Management (CRM) service. Enabling the Add-On will take you to a web form where you can provide more information about your specific use case. Once you submit the form, we will contact you and set up the integration with your CRM software (ie. SugarCRM or Salesforce).

Add Cover Letter
You have the ability to add a cover letter to any of your SeamlessDocs. This cover letter will be specific to that SeamlessDoc URL and will allow you to include a set of instructions or a message that the submitter will see prior to filling out your SeamlessDoc. You can also add an acknowledgement box that the user must check off, indicating that he/she has read the message prior to clicking next.

Add Request Attachments
If you ever need supporting documentation upon the submission of one of your SeamlessDocs, then you can enable the Request Attachments Add-On. After enabling the add-on, a modal will appear where you can add a Title, a message, an Attachment Name and its assignee.

After clicking Done, a button will appear in live mode at the bottom of your SeamlessDoc, which users can use to upload any necessary attachments.

Request Custom Add-On
If the Add-Ons listed above are not appropriate for your use case, please fill out a Custom Add-On web form and we will contact you about adding more functionality to your dynamic SeamlessDoc.