Updated Articles | FormAssembly Resource Center

Email Notification Security and Authentication

Last Updated: 07/11/2025 in Form Options and Features The Notifications Page

Email Notification Security and Authentication FormAssembly adheres to common best practices when sending emails including: Using consistent IP addresses when sending bulk emails Keeping valid reverse DNS records for our mailing IP addresses ...
Replay

Last Updated: 07/11/2025 in FormAssembly Workflow FormAssembly Workflow Builder

Overview The Replay feature allows users to reprocess Workflow-native Connector Steps and Form Steps from their response cards. A key use of this feature is identifying and resolving Connector Step errors, such as when an error occurs because a s...
Workflow-Native Connectors

Last Updated: 07/11/2025 in FormAssembly Workflow FormAssembly Workflow Builder

Overview The following information covers configuration settings shared across all Workflow-native Connectors. For configuration settings unique to the connector you are setting up, please refer to the article specific to that connector. List o...
HubSpot Workflow Connector

Last Updated: 07/11/2025 in FormAssembly Workflow FormAssembly Workflow Builder

Overview Send and receive workflow data directly to HubSpot from within the HubSpot Workflow Connector. Requirements To use the HubSpot Workflow Connector, a FormAssembly user must: Be part of a Team plan or higher Have Content Management a...
Grant Access Feature for the Admin Dashboard

Last Updated: 07/10/2025 in FormAssembly Accounts and Services

Learn how you can grant access to your FormAssembly account to our customer success team and to members of your organization.
Release 5.120

Last Updated: 07/09/2025 in Release Notes

Changes & Bug Fixes For those using the Cybersource connector, FormAssembly is transitioning from Cybersource SOAP API to REST API. Signature or or Signer tags that don't meet formatting requirements of the E-Signature step will appear in map...
Release 5.119

Last Updated: 07/09/2025 in Release Notes

Changes & Bug Fixes Resolved a bug with Menu Dependency where displaying child menus were not in sync for all browser versions and devices Addressed an issue in the Salesforce Workflow Connector where workflow response logs sometimes display t...
Repeatable Fields & Sections with Salesforce

Last Updated: 07/02/2025 in Connectors & Integrations Salesforce Form-Native Salesforce Connector

Learn About Working with Repeatable Fields & Sections with Salesforce
E-Signature

Last Updated: 07/01/2025 in Form Options and Features Form Processing

Learn how you can add an e-signature requirement to your forms.
Workflow Step - E-Signature

Last Updated: 06/30/2025 in FormAssembly Workflow FormAssembly Workflow Builder

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 co...