Aura - Panel

tab	1
styles	{"body":{},"header":{},"headline":{},"base":{"borderRadius":{"radius":4},"backgroundColor":{"color":"#fbf2ec"},"border":{"color":"#d87b42","style":"solid","width":1,"bottom":true,"top":true,"left":true,"right":true},"size":{}}}
body	<p><br /></p>

Procedure

Aura - Panel

tab	1
styles	{"body":{},"header":{},"headline":{},"base":{"borderRadius":{"radius":4},"backgroundColor":{"color":"#f0f0f0"}}}
body	<p><br /></p>

Introduction

SeamlessDocs Business Procedure step by step guideline.

Process Overview

draw.io Diagram

border	false

diagramName	SeamlessDocs Business Process
simpleViewer	false
width
links	auto
tbstyle	hidden
diagramDisplayName
lbox	false
diagramWidth	1363
revision	5

Procedures

Aura - Tab Group

settings

{"generalSettings":{"tabSpacing":0,"tabWidth":40,"tabHeight":40,"direction":"vertical"},"activeSettings":{"backgroundColor":{"color":"#002d72"},"text":{"fontSize":16,"color":"#fff","textAlign":"left","fontWeight":"normal"}},"inactiveSettings":{"backgroundColor":{"color":"#f4f5f7"},"text":{"fontSize":16,"color":"#5e6c84","textAlign":"left","fontWeight":"normal"}},"contentSettings":{"backgroundColor":{"color":"#fff"},"boxShadow":{"shadows":[{"color":"rgba(0, 0, 0, 0.08)","is":"drop-shadow","x":0,"y":0,"blur":1,"spread":0},{"color":"rgba(0, 0, 0, 0.16)","x":0,"y":3,"blur":2,"spread":-2}]},"border":{"style":"solid","width":2,"top":false,"bottom":false,"left":true,"right":false,"color":"#002d72"},"padding":{"top":10,"right":10,"bottom":10,"left":10}},"hoverSettings":{"backgroundColor":{"color":"#0073a4"},"text":{"fontSize":16,"color":"#ffffff","textAlign":"left","fontWeight":"normal"}}}

tab

1

Aura - Tab

title	Procedure 1

Panel

borderColor	#002D72
bgColor	#F3F4F9
titleColor	#ffffff
borderWidth	1
titleBGColor	#002D72
borderStyle	none
title	Download SeamlessDocs Templates

UI Steps

size	small

UI Step

Download the attached

UI Button

color	blue
size	small
icon	download
title	SeamlessDocs Template
url	https://knowledge.nyserda.ny.gov/download/attachments/99883230/SeamlessDocs%20Template.docx?api=v2

. Use this document to add top-of-page text or a blurb about the from, section names, and/or certification statements (if any) to the form.

UI Step

Download the attached

UI Button

color	blue
size	small
icon	download
title	Data Dictionary
url	https://knowledge.nyserda.ny.gov/download/attachments/99883230/Data%20Dictionary%20Template%20-%20including%20approved%20help%20text.xlsx?api=v2

. List all of the data fields you'd like to capture in the form (including attachments) in the attached file.

UI Step

Download the attached

UI Button

color	blue
size	small
icon	download
title	SeamlessDocs Email Template
url	https://knowledge.nyserda.ny.gov/download/attachments/99883230/SeamlessDocs%20External%20Email%20and%20Message%20Template.docx?api=v2

. There's some pre-written material to get you started. SeamlessDocs will send the first two notices. When the form is submitted, the first one appears on the screen. The second will be in the email copy that the user and an internal mailbox are sent after the application is submitted. Additionally, please prepare any manual email notifications you may send out during the form review process as part of the Marketing evaluation. The examples in the file are from program applications that are typically approved or rejected.

UI Step
Share completed SeamlessDocs Templates with the Strategic Operation Team (Shaun/Sheila) to get started.

UI Step
Strategic Operation Team (Shaun/Sheila) will create a draft SeamlessDocs form and share it with the Program Manager.

Aura - Tab

title	Procedure 2

Panel

borderColor	#002D72
bgColor	#F3F4F9
titleColor	#ffffff
borderWidth	1
titleBGColor	#002D72
borderStyle	none
title	Review and Approve the Draft SeamlessDocs form

UI Steps

size	small

UI Step
Review after receiving the SeamlessDocs draft form link from the Strategic Operations team

UI Step
Make any necessary changes required and share it via email.

UI Step
After a final review of the draft form send Approval to Strategic Operation to start getting required Approvals.

Aura - Tab

title	Procedure 3

Panel

borderColor	#002D72
bgColor	#F3F4F9
titleColor	#ffffff
borderWidth	1
titleBGColor	#002D72
borderStyle	none
title	Connect with your Department’s Attorney

UI Steps

size	small

UI Step
Connect with your Department’s Attorney to confirm any legal statements (Terms & Conditions, Attestation, E-signature). If applicable Work with your department’s attorney to draft legal statements that may need to be included in the form.

UI Step
Share legal's confirmation or legal statement with the Strategic Operations team.

Aura - Tab

title	Procedure 4

Panel

borderColor	#002D72
bgColor	#F3F4F9
titleColor	#ffffff
borderWidth	1
titleBGColor	#002D72
borderStyle	none
title	Data Classification

Info
Data Classification Data Classification (C-I-A) Guidelines

UI Steps

size	small

UI Step
The Strategic Operations team will connect the Program manager with Data Governance to classify Data fields on the SeamlessDocs form.

UI Step
A Data Governance ticket will need to be created in order to Classify the Data. Link to the ticket creation.

UI Step

Information Asset Worksheet ticket creation

Expand

title	screenshot

Ticket Creation Steps

UI Step

Data Governance will schedule a meeting to go over the Information Asset Worksheet.

Expand

title	screenshot

Ticket Creation Steps

UI Step

Once Data is classified (Low or High) by the Data Governance team a copy of the Data Dictionary will be shared with the PM and the Strategic Ops team.

Expand

title	screenshot

Ticket Creation Steps

Aura - Tab

title	Procedure 5

Panel

borderColor	#002D72
bgColor	#F3F4F9
titleColor	#ffffff
borderWidth	1
titleBGColor	#002D72
borderStyle	none
title	E-signature Analysis

UI Steps

size	small

UI Step
Once legal confirms a (Terms and Conditions or Attestation) will be required on the form. PM will need to work with Tom Rood (Contracts) to complete the E-signature template and then route it to NEIS for Sara LeCain’s review and approval. The Strategic Operation team can connect PM with Tom once we have a solid draft of the SeamlessDocs form.

UI Step
After completing the E-signature template with Legal an updated version of the (Terms and Conditions or Attestation will be provided to be included in the SeamlessDocs form)

Aura - Tab

title	Procedure 6

Panel

borderColor	#002D72
bgColor	#F3F4F9
titleColor	#ffffff
borderWidth	1
titleBGColor	#002D72
borderStyle	none
title	Content Review

UI Steps

size	small

UI Step
A Marketing ticket will be initiated by the Strategetic Operation team to complete the content review.

UI Step
Marketing needs about 2 weeks to complete a SeamlessDocs form review.

UI Step
After 2 weeks, marketing will share the SeamlessDocs form and email templates with comments.

UI Step
PM will accept marketing input for inclusion on the SeamlessDocs form.

Aura - Tab

title	Procedure 7

Panel

borderColor	#002D72
bgColor	#F3F4F9
titleColor	#ffffff
borderWidth	1
titleBGColor	#002D72
borderStyle	none
title	Approve SeamlessDocs Form

UI Steps

size	small

UI Step
Submit test application to ensure all SeamlessDocs fields are correct.

UI Step
Approve SeamlessDocs form to be launched.

UI Step
The Strategic Ops team will reset the tracking number and delete all test submissions.

UI Step
SeamlessDocs Form is ready for deployment.

HTML

<style type="text/css">
.aura-tab-content {
margin-top: 0px!important;
padding-top: 0px!important;
}
.aura-panel {
margin-top: 0px!important;
margin-left: 0px!important;
}
.innerCell .aura-panel-52626c0d34d94b78 {
margin-top:0px!important;
pargin-bottom:0px!important;
}
.innerCell .aura-panel-c0e672c33f953867 {
margin-top:0px!important;
pargin-bottom:0px!important;
}
.aura-body {
padding-top: 10px!important;
padding-bottom: 10px!important;
padding-left: 10px!important;
padding-right: 10px!important;
}
.panel, .alertPanel, .infoPanel {
margin-top: 0px!important;
}
.panelHeader {
font-size: 20px;
padding-top: 5px!important;
padding-bottom: 5px!important;
}
.panelContent {
display: none;
}
</style>

Aura - Panel

tab	1
styles	{"body":{},"header":{},"headline":{},"base":{"borderRadius":{"radius":4},"backgroundColor":{"color":"#fbf2ec"},"border":{"color":"#d87b42","style":"solid","width":1,"bottom":true,"top":true,"left":true,"right":true},"size":{}}}
body	<p><br /></p>

Procedure

Aura - Panel

tab	1
styles	{"body":{},"header":{},"headline":{},"base":{"borderRadius":{"radius":4},"backgroundColor":{"color":"#f0f0f0"}}}
body	<p><br /></p>

Introduction

SeamlessDocs Business Procedure step by step guideline.

Process Overview

draw.io Diagram

border	false

diagramName	SeamlessDocs Business Process
simpleViewer	false
width
links	auto
tbstyle	hidden
diagramDisplayName
lbox	false
diagramWidth	1363
revision	5

Procedures

Aura - Tab Group

settings

{"generalSettings":{"tabSpacing":0,"tabWidth":40,"tabHeight":40,"direction":"vertical"},"activeSettings":{"backgroundColor":{"color":"#002d72"},"text":{"fontSize":16,"color":"#fff","textAlign":"left","fontWeight":"normal"}},"inactiveSettings":{"backgroundColor":{"color":"#f4f5f7"},"text":{"fontSize":16,"color":"#5e6c84","textAlign":"left","fontWeight":"normal"}},"contentSettings":{"backgroundColor":{"color":"#fff"},"boxShadow":{"shadows":[{"color":"rgba(0, 0, 0, 0.08)","is":"drop-shadow","x":0,"y":0,"blur":1,"spread":0},{"color":"rgba(0, 0, 0, 0.16)","x":0,"y":3,"blur":2,"spread":-2}]},"border":{"style":"solid","width":2,"top":false,"bottom":false,"left":true,"right":false,"color":"#002d72"},"padding":{"top":10,"right":10,"bottom":10,"left":10}},"hoverSettings":{"backgroundColor":{"color":"#0073a4"},"text":{"fontSize":16,"color":"#ffffff","textAlign":"left","fontWeight":"normal"}}}

tab

1

Aura - Tab

title	Procedure 1

Panel

borderColor	#002D72
bgColor	#F3F4F9
titleColor	#ffffff
borderWidth	1
titleBGColor	#002D72
borderStyle	none
title	Download SeamlessDocs Templates

UI Steps

size	small

UI Step
Download the attached SeamlessDocs template (word file). Use this document to add top-of-page text or a blurb about the from, section names, and/or certification statements (if any) to the form.

UI Step
Download the attached Data Dictionary (excel file). List all of the data fields you'd like to capture in the form (including attachments) in the attached file.

UI Step

Download the attached Email SeamlessDocs template (word file). There's some pre-written material to get you started. SeamlessDocs will send the first two notices. When the form is submitted, the first one appears on the screen. The second will be in the email copy that the user and an internal mailbox are sent after the application is submitted. Additionally, please prepare any manual email notifications you may send out during the form review process as part of the Marketing evaluation. The examples in the file are from program applications that are typically approved or rejected.

UI Step
Share completed SeamlessDocs Templates with the Strategic Operation Team (Shaun/Sheila) to get started.

UI Step
Strategic Operation Team (Shaun/Sheila) will create a draft SeamlessDocs form and share it with the Program Manager.

Aura - Tab

title	Procedure 2

Panel

borderColor	#002D72
bgColor	#F3F4F9
titleColor	#ffffff
borderWidth	1
titleBGColor	#002D72
borderStyle	none
title	Review and Approve the Draft SeamlessDocs form

UI Steps

size	small

UI Step
Review after receiving the SeamlessDocs draft form link from the Strategic Operations team

UI Step
Make any necessary changes required and share it via email.

UI Step
After a final review of the draft form send Approval to Strategic Operation to start getting required Approvals.

Aura - Tab

title	Procedure 3

Panel

borderColor	#002D72
bgColor	#F3F4F9
titleColor	#ffffff
borderWidth	1
titleBGColor	#002D72
borderStyle	none
title	Connect with your Department’s Attorney

UI Steps

size	small

UI Step
Connect with your Department’s Attorney to confirm any legal statements (Terms & Conditions, Attestation, E-signature). If applicable Work with your department’s attorney to draft legal statements that may need to be included in the form.

UI Step
Share legal's confirmation or legal statement with the Strategic Operations team.

Aura - Tab

title	Procedure 4

Panel

borderColor	#002D72
bgColor	#F3F4F9
titleColor	#ffffff
borderWidth	1
titleBGColor	#002D72
borderStyle	none
title	Data Classification

Info
Data Classification Data Classification (C-I-A) Guidelines

UI Steps

size	small

UI Step
The Strategic Operations team will connect the Program manager with Data Governance to classify Data fields on the SeamlessDocs form.

UI Step
A Data Governance ticket will need to be created in order to Classify the Data. Link to the ticket creation.

UI Step

Information Asset Worksheet ticket creation

Expand

title	screenshot

Ticket Creation Steps

UI Step

Data Governance will schedule a meeting to go over the Information Asset Worksheet.

Expand

title	screenshot

Ticket Creation Steps

UI Step

Once Data is classified (Low or High) by the Data Governance team a copy of the Data Dictionary will be shared with the PM and the Strategic Ops team.

Expand

title	screenshot

Ticket Creation Steps

Aura - Tab

title	Procedure 5

Panel

borderColor	#002D72
bgColor	#F3F4F9
titleColor	#ffffff
borderWidth	1
titleBGColor	#002D72
borderStyle	none
title	E-signature Analysis

UI Steps

size	small

UI Step
Once legal confirms a (Terms and Conditions or Attestation) will be required on the form. PM will need to work with Tom Rood (Contracts) to complete the E-signature template and then route it to NEIS for Sara LeCain’s review and approval. The Strategic Operation team can connect PM with Tom once we have a solid draft of the SeamlessDocs form.

UI Step
After completing the E-signature template with Legal an updated version of the (Terms and Conditions or Attestation will be provided to be included in the SeamlessDocs form)

Aura - Tab

title	Procedure 6

Panel

borderColor	#002D72
bgColor	#F3F4F9
titleColor	#ffffff
borderWidth	1
titleBGColor	#002D72
borderStyle	none
title	Content Review

UI Steps

size	small

UI Step
A Marketing ticket will be initiated by the Strategetic Operation team to complete the content review.

UI Step
Marketing needs about 2 weeks to complete a SeamlessDocs form review.

UI Step
After 2 weeks, marketing will share the SeamlessDocs form and email templates with comments.

UI Step
PM will accept marketing input for inclusion on the SeamlessDocs form.

Aura - Tab

title	Procedure 7

Panel

borderColor	#002D72
bgColor	#F3F4F9
titleColor	#ffffff
borderWidth	1
titleBGColor	#002D72
borderStyle	none
title	Approve SeamlessDocs Form

UI Steps

size	small

UI Step
Submit test application to ensure all SeamlessDocs fields are correct.

UI Step
Approve SeamlessDocs form to be launched.

UI Step
The Strategic Ops team will reset the tracking number and delete all test submissions.

UI Step
SeamlessDocs Form is ready for deployment.

HTML

<style type="text/css">
.aura-tab-content {
margin-top: 0px!important;
padding-top: 0px!important;
}
.aura-panel {
margin-top: 0px!important;
margin-left: 0px!important;
}
.innerCell .aura-panel-52626c0d34d94b78 {
margin-top:0px!important;
pargin-bottom:0px!important;
}
.innerCell .aura-panel-c0e672c33f953867 {
margin-top:0px!important;
pargin-bottom:0px!important;
}
.aura-body {
padding-top: 10px!important;
padding-bottom: 10px!important;
padding-left: 10px!important;
padding-right: 10px!important;
}
.panel, .alertPanel, .infoPanel {
margin-top: 0px!important;
}
.panelHeader {
font-size: 20px;
padding-top: 5px!important;
padding-bottom: 5px!important;
}
.panelContent {
display: none;
}
</style>

Page tree

Versions Compared

Old Version 21

New Version 22

Key

Introduction

Process Overview

Procedures

Introduction

Process Overview

Procedures

Page tree

Page History

Versions Compared

Old Version 21

New Version 22

Key

Introduction

Process Overview

Procedures

Introduction

Process Overview

Procedures