Getting Started

Introduction Every day, FormAssembly is helping customers change, streamline, and improve their data collection processes across a variety of departments and organizations. With a data collection tool this powerful and flexible, you may be wonder...

What is the Forms List? The Forms Page is the screen you see directly after logging into FormAssembly. From this page, you can create, clone or edit forms, view responses, build workflows, and more.  This page also contains the Forms List . Thi...

Welcome to the Form Builder Our Form Builder is a powerful, yet easy-to-use form building solution. Get started by simply dragging and dropping various field types into the canvas, then build complexity as needed with the available form options. ...

Learn how to use FormAssembly's templates to get started quickly!

Introduction FormAssembly and Salesforce are a match made in heaven. With FormAssembly’s simple, yet powerful data collection and Salesforce’s robust CRM, your data is in good hands! Your FormAssembly forms can work with Salesforce in a number of...

Overview Note : This feature is in Beta. Convert a file into a FormAssembly form in minutes. Rather than creating a new form from scratch, use the File to Web Form option to upload your file to FormAssembly, and this AI-powered feature will co...

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 makes p...

Introduction When you create a web form, your respondent's trust and security should be your number one concern. To help you build trust and boost security, the FormAssembly team conducted a class outlining the most important principles of we...

Welcome to your guide to form optimization with FormAssembly! Whether you're just starting out or looking to refine your skills, we're here to help you build efficient and user-friendly forms that perform beautifully, no matter the scenario. Thr...

Introduction During your FormAssembly journey, you may require a little bit of help when building your forms or creating your data collection process. We offer a number of resources to both new and existing customers which can help answer questions...

Introduction We have so many features and options available to you in our form builder. Here is a list of some of our most popular features! If you’d like to know more, you can click the link under any of the feature titles.  Save and Resume A...

FormAssembly Classes The FormAssembly Knowledge Team regularly presents classes that are meant to provide our users with an introduction to form building, the Salesforce Connector, form management possibilities, and more. You can view so...

Default templates are available to all FormAssembly plans.  Note : Default templates are not automatically available on some legacy plans. For assistance transferring any of the listed templates, please contact our Support Team . Templa...

Overview Our FormAssembly mobile app makes data collection on-the-go simple! You can now fulfill business processes and duties in the field and away from your desktop with ease. While this app cannot be used for form creation or editing, it can b...