Updated Articles

  1. Release 5.98

    Changes & Bug fixes Workflow infrastructure improvements ...
  2. Release 5.97

    Changes & Bug fixes Error messaging improvements for document generation uploads. Help documentation link in the workflow builder is updated for document generation. ...
  3. Release 5.96

    Changes & Bug fixes Workflow infrastructure improvements ...
  4. Release 5.95

    Changes & Bug fixes Workflow infrastructure improvements ...
  5. Release 5.94

    Highlights Document Generation is Here Customers on Team, Enterprise, and Government plans  have access to all document generation in workflow, plus the following additions: Attach Documents to Email steps within a...
  6. Workflow Step - Advanced Document Generation

    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 Doc...
  7. Google Drive Connector

    Overview Send uploaded files from workflow responses directly to a destination Google Drive folder with the Google Drive Connector. This connector is available as an Add-on for Team plans and higher when using FormAssembly Workflow. For those in...
  8. Microsoft SharePoint Connector

    Overview Send uploaded files from workflow responses directly to a destination OneDrive folder or SharePoint site with the Microsoft SharePoint Connector. This connector is available as an Add-on for Team plans and higher when using FormAssembly...
  9. Google Spreadsheets Connector

    Learn how to send data from FormAssembly to Google Sheets (Spreadsheets)
  10. Microsoft Excel Connector

    Overview Connect form responses directly to your Microsoft Excel Workbooks with the Microsoft Excel Connector . With the Microsoft Excel Connector, you can now quickly and easily access your response data within Excel for data processing and ana...
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