-
Learn about creating leads and updating contacts
-
Last Updated: 01/28/2026
in Reporting and Responses
Overview Form Analytics allows users (with permission enabled) to gain deeper insight into their forms with the availability of metrics such as conversion and abandonment rates, and other factors that affect form performance. Requirements Tea...
-
Last Updated: 01/16/2026
in Release Notes Changes & Bug Fixes E-Signature: Multi-Document Support Select multiple generated documents in an E-Signature step Added a clearly labeled Documents tab with multi-select UI Visual confirmation of selected documents with removal cont...
-
Learn how to add or update your existing payment method within FormAssembly.
-
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...
-
Last Updated: 01/13/2026
in Getting Started Learn how to use FormAssembly's templates to get started quickly!
-
Last Updated: 12/22/2025
in Release Notes
Changes & Bug Fixes E-Signature: Assigned fields on a document will be updated to "Declined to sign" if the signer Declines the E-Signature request. Workflow List The Workflow List page now features a toggle that will switch the pag...
-
Last Updated: 12/11/2025
in Release Notes Changes & Bug Fixes Connectors Addressed an issue on the SharePoint Workflow Connector where the configuration tab would not load after a precondition was added The DropBox Workflow Connector now features a file directory UI to select desti...
-
Overview Variables can now be created at the start of a workflow and automatically set using URL Parameters. Once initialized, these variables can be mapped or used throughout the workflow to drive dynamic behavior in Connectors, prefill fields...
-
Overview The Stripe Workflow Connector routes respondents to your Stripe Checkout page. Here, your respondents enter credit card and customer details directly within Stripe - payment fields are not required within the workflow or in the connect...