Setting Up a New Form

We use SeamlessDocs slightly differently than most of their clients, with several systems involved. Here's how you set up a new form.

Log the form

This is important bother for personal tracking/productivity, but to keep an overall database. If we move onto a new system, it's important to have a place that tracks both the form locations and history as well as the contact information and meta-information associated with each form.

1. Create a new issue in this forms repo and apply all the appropriate labels.
2. Drop that issue as a card in the overall github project

Creating form

1. Log in at boston.seamlessdocs.com.
2. The lobby area is where forms are stored. Each department has a folder -- move in-progress forms to the relevant folder. When a form is live in Boston.gov, move it to the Live folder inside each department.
3. Create a form with the button at the top right. There are a few forms that are created from a template (like affordable housing lotteries) but mostly just make a new one from scratch.

Syncing with Google Docs

1. Create the relevant folder in Google Drive (there's a structure in place that you should have been training on if you are creating a form).
2. Share the folder with the email account associated with the user who is creating the form. If it's yourself, you have to share it with yourself even if you created it.
3. In a Form, go to Settings --> Cloud Sync then pick the folder.
4. Choose save pdfs vs. google sheet.

Embed on Boston.gov

1. Create a script page type.
2. Use the selected section of the SeamlessDocs iframe embed code, per the page instructions.
3. Use sidebar content blocks to add additional information.