Updated Articles

  1. Tray.io Integration

    Tray.io Integration This document covers how to send data from FormAssembly to Tray.io. Once data is sent to Tray.io it can be sent to another software application. For this example, we will be sending data from FormAssembly to Tray.io to Constant ...
  2. User Management and Licensing

    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 a...
  3. Role Permissions

    Overview We’re excited to officially launch a new licensing model and Permissions Packages for all multi-user FormAssembly plans! This document covers the legacy Enterprise and Compliance Cloud plans. Once your instance has been updated, you...
  4. 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 analyti...
  5. My Responses

    Learn all about the FormAssembly response page
  6. Compare Publishing Options

    Learn about the different form publishing options that are available within FormAssembly.
  7. SAML Setup with Salesforce

    Learn how to use SAML authentication in conjunction with Salesforce
  8. Form Collaboration

    Learn how you can collaborate and share your FormAssembly forms with other members of your organization.
  9. FormAssembly Mobile App

    Overview Our FormAssembly mobile app makes data collection on-the-go simple! You can now fulfill business processes and duties in the field and away from your desktop with ease. While this app cannot be used for form creation or editing, it can be ...
  10. Add Discount Codes to a Form

    Learn how to add percent-based and dollar-based discount codes into your form.
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