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Last Updated: 06/27/2025
in Release Notes Changes & Bug Fixes E-Signature updates on FormAssembly: An E-Signature step can now be added to a new or existing workflow A generated document from a Document step with signature tags can be selected to be signed in an E-signature workflow s...
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Last Updated: 06/27/2025
in Release Notes Changes & Bug Fixes You should once again be able to revoke and re-authenticate to get working access and refresh tokens, rather than being stuck with a non-working token.
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Last Updated: 06/27/2025
Changes & Bug Fixes Infrastructure improvements related to FedRAMP.
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Overview As an administrator of your FormAssembly instance, you can add, deactivate, restore, or edit users. You are also able to set and refine the permissions available to your users. Requirements Must be part of an Essentials plan or abov...
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Last Updated: 06/26/2025
in Connectors & Integrations Learn how to use the FormAssembly API to interact with third party integrations.
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Last Updated: 06/20/2025
in Release Notes
Changes & Bug Fixes Salesforce Workflow Connector fixes: In the Salesforce Workflow Connector, form name will now be shown in the mapping dropdown instead of "undefined" if the form title is hidden Resolved an error in the Lookup a Record a...
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Overview This document explains how to build a Salesforce Connector to add Person Accounts directly to your Campaigns in Salesforce. In Salesforce, some businesses deal with companies, but many others deal directly with individual people, like c...
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Overview Send, receive, and prefill Salesforce data with the Salesforce Workflow Connector. Requirements To use the Salesforce Workflow Connector, a FormAssembly user must:
be part of a Team plan or higher
purchase the Salesforce Conn...
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Learn how to moderate forms from the admin dashboard
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Last Updated: 06/17/2025
in Using the Form Builder
I've been notified that a new Form Builder version is available. What does that mean? We regularly update the Form Builder to address issues and add new features. Sometimes, we decide to release an update as an official new version . A new ve...