FormAssembly Admin Guide

Go behind the scenes of FormAssembly and learn how to manage forms, users, and features like Data Retention to remove sensitive data from your FormAssembly Enterprise or Compliance Cloud account.

If you are unable to view the articles of the Admin Guide, please contact your Enterprise or Compliance Cloud Administrator for assistance.

If you are not on an Enterprise or Compliance Cloud plan and would like more information, please contact our Sales Department at


Upgrading Your FormAssembly Plan
Learn how you can upgrade to a FormAssembly Enterprise account.
I've upgraded to Enterprise. What's next?
Learn what steps to take now that you've upgraded to an enterprise FormAssembly account
Transitioning to a New FormAssembly Administrator
Learn how to transfer to a new FormAssembly enterprise administrator
FormAssembly Licensing and Plans Update FAQ
What is happening? FormAssembly is introducing a new license called the Limited License. We are also changing the name of the existing, original FormAssembly License to the Standard License. Standard Licenses will now have configurable Permission...
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