Updated Articles

  1. Public Announcement Administration

    Learn how to manage public announcements from the admin dashboard
  2. Release 5.137

    Changes & Bug Fixes Fixed an issue where customers were incorrectly receiving "chat is full" messages even when agents were available Resolved an error where Search All Reports was not working for some users Fixed an issue regarding formula...
  3. Release 5.136

    Changes & Bug Fixes Resolved an issue where Drag and Drop was not working for form fields in the form builder E-Signature signers can now leverage the zoom option while in the viewer of an E-Signature step document ...
  4. Quick Publish for Form Publishing

    Overview Quick Publish is a JavaScript-based publishing method. This method offers many of the same benefits  as HTML publishing but with a few additional perks. You can use Quick Publish to publish your FormAssembly form into a website as an em...
  5. Webhook and Marketing Cloud Account Engagement

    Overview FormAssembly’s Webhook Connector ensures quick delivery of marketing notifications along with accurate and timely scoring and data processing for the Marketing Cloud Account Engagement (previously referred to as Pardot) marketing aut...
  6. Workflow Step - E-Signature

    Overview Leverage FormAssembly’s Document and E-Signature steps to facilitate seamless document approvals, contract signing, and other essential workflows directly within the platform.  FormAssembly's E-Signature step is designed to comply wit...
  7. Release 5.135

    Changes & Bug Fixes E-Signature Functionality:  Added the ability to customize the subject and body of the E-Signature step signer request email Signed documents can no longer be renamed from the Email step Signers can no longer download p...
  8. Workflow Step - Add a Connector

    Introduction The Connector Step allows you to exchange data between forms in your workflow and external sources. To add this step to your workflow, click the " Add Step " button on your Map and select Add a Connector from the dropdown menu. ...
  9. Workflow Step - Page Redirect

    Introduction The Page Redirect Step allows you to redirect respondents to a Thank You page or an external page using a URL.  To add a Page Redirect to your workflow, click the " Add Step " button on your Workflow Builder Map and then select Pag...
  10. Repeatable Fields & Sections

    Overview You can create repeating questions and sections in FormAssembly Forms. Repeatable questions allow respondents to give more than one answer. This is useful for forms such as job applications, where an applicant may need to add multiple r...
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