Updated Articles

  1. Release 5.157

    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...
  2.  Adding and Updating Payment Methods

    Learn how to add or update your existing payment method within FormAssembly.
  3. Workflow Step - E-Signature

    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...
  4. Build Forms in Seconds with the Template Library

    Learn how to use FormAssembly's templates to get started quickly!
  5. Release 5.156.2

    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...
  6. Release 5.153

    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...
  7. URL Parameters

    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...
  8. Release 5.152

    Changes & Bug Fixes Connectors Stripe Workflow Connector: The Stripe Workflow Connector features a Checkout section which allows the configuration of transaction-level return variables and transaction metadata Addressed an issue in the...
  9. 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 abov...
  10. Release 5.151

    Changes & Bug Fixes Added a FormAssembly Logo badge to live forms Resolved an issue where the Search feature in the report page was not working reliably Tooltips have been added to the Stripe Workflow Connector Configuration tab to assist i...
Terms of Service · Privacy Policy