Getting Started


 Signing Up with FormAssembly
Learn how you can sign up for a FormAssembly account and start creating web forms within minutes!
Find answers to all of FormAssembly's Frequently Asked Questions (FAQs)
 Welcome Classes
Introduction The FormAssembly Welcome Class series is a collection of videos meant to provide our users with an introduction to form building, the Salesforce Connector, and form management possibilities. You can view the complete Welcome Class ser...
Form Review
What is a Form Review? The Form Review is a one time 45 minute conference call between your team (up to 3 people) and a Customer Success Manager to review a single form and prepare it for launch, or review the form after it has been in production f...
Form List Overview
Learn about FormAssembly's Form List Page: Your home base within the FormAssembly interface.
 Web Form Tutorials
Check out our collection of classes and video tutorials to learn about everything you may need to be successful with FormAssembly.
Template Library
Learn how to use FormAssembly's templates to get started quickly!
 FormAssembly's Mobile App for iOS Devices
Learn about FormAssembly's mobile iOS app for offline and mobile data collection.
Priority Support
Introduction Thank you for choosing FormAssembly’s Priority Support!  FormAssembly’s Priority Support option is for Enterprise and Compliance Cloud customers to help you get the support and answers that you need at lightni...
FormAssembly Webinars
Overview FormAssembly Webinars is a collection of videos from our past webinars for easy viewing at your convenience.   You can register for upcoming FormAssembly webinars if you would like to participate in a live version of any of these w...
Available Templates List
Currently default templates are not automatically available on Enterprise and Compliance Cloud accounts. If you are on an Enterprise or Compliance Cloud plan and would like to have any of the listed templates transferred to your account, y...
Form Tags & Descriptions
Overview The easiest way to keep your forms organized is to use Tags and Descriptions with your forms. You can add tags to each of your forms in order to make it easier to find the form you're looking for by using the filtering options at the ...
Welcome Call Webinars
Welcome To FormAssembly!  In welcoming you and your team to the FormAssembly community, we look forward to building a successful relationship together. This includes staying curious to understand your use cases and work with you to get the max...
Best Practices in Form Building
Welcome to the Form Builder! If you're reading this documentation, you're likely a new FormAssembly user or a longtime user who wants to build more efficiently-designed forms. The Form Builder has a multitude of features and options which m...
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