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Last Updated: 05/29/2025
in Release Notes
Changes & Bug Fixes SharePoint Workflow Connector users can now enter a manual destination by retrieving the folder path from SharePoint We improved our input field process to ensure consistency between what you see on your screen and what h...
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Last Updated: 05/28/2025
in Getting Started
Overview Note : This feature is in Beta. Convert any PDF form into a FormAssembly form in minutes. Rather than creating a new form from scratch, select Convert PDF to upload your PDF to FormAssembly, and an AI agent will convert it into a full...
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Last Updated: 05/28/2025
in Using the Form Builder
Doing something the long way is so fulfilling! You get to learn a lot along the way and feel good about accomplishing a task. But sometimes you just don't have the time for it — and that's okay! FormAssembly has ways to help you speed up your form...
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Last Updated: 05/28/2025
in Getting Started
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 . T...
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Last Updated: 05/28/2025
in 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...
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Last Updated: 05/23/2025
in Release Notes
Changes & Bug Fixes • Infrastructure and server-side validation improvements added in order to improve security and enable upcoming customer-facing updates.
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Last Updated: 05/16/2025
in Release Notes
Changes & Bug fixes Backend and infrastructure improvements for the HubSpot connector and Workflow. ...
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Last Updated: 05/02/2025
in Release Notes
Changes & Bug fixes Addressed an issue on the Salesforce Workflow Connector where the respondent's date format was not respected when sent to Salesforce Addressed an issue on the Salesforce Workflow Connector where some date formats used in ...
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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. ...
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Introduction Combine a customized template with Workflow’s Document step to create and distribute dynamic PDFs incorporating form response data. This article covers the basics of tagging your document template and the steps to configure the Docum...