Updated Articles

  1. Release 5.124

    Changes & Bug Fixes A PDF of the E-Signature step audit trail can be downloaded from the View Audit Trail page. Workflow links in emails now expire after 7 days, and expiration can be updated on the Security settings page by an admin. ...
  2. New Form from File Upload

    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...
  3. Reopening Expired Form Links

    Overview There are two main triggers for link expiration within FormAssembly.  Links initiated by Workflow steps expire after 7 days (by default) from the moment the email is sent. This default setting can be updated by an administrator. E-s...
  4. Workflow Responses

    Introduction Thanks to FormAssembly Workflow, forms are no longer single-purpose data collection tools. A single form can be used in numerous workflows to further countless customer journeys. As an individual piece of multiple data collection puz...
  5. Security Page

  6. Email Link Expiration

    You can customize the expiration time (in days) for all resume links sent from workflows of your FormAssembly instance. The default is 7 days, but you can set any value between 1 and 365 days. All resume links sent via workflow emails will use thi...
  7. Analytics Suite

    The Analytics Suite is currently in Closed Beta. If you are on an Essentials, Team, Enterprise, or Gov plan and wish to participate, please reach out to product@formassembly.com . Overview The Analytics Suite is an Add-on expansion of Form An...
  8. Release 5.122

    Changes & Bug Fixes Resolved an error when the Salesforce Workflow Connector when performing a lookup on a date field in Salesforce that lacks a value ...
  9. Form Administration

    Learn about form administration from the admin dashboard
  10. 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...
Terms of Service · Privacy Policy