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Last Updated: 08/01/2025
in Release Notes
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. ...
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Last Updated: 07/31/2025
in Getting Started
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...
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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...
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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...
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Last Updated: 07/30/2025
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Last Updated: 07/30/2025
in Security Page
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...
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Last Updated: 07/28/2025
in Reporting and Responses
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...
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Last Updated: 07/25/2025
in Release Notes
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 ...
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Learn about form administration from the admin dashboard
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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...