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Last Updated: 08/12/2025
in Getting Started
Overview Note : This feature is in Beta. Convert a file into a FormAssembly form in minutes. Rather than creating a new form from scratch, use the File to Web Form option to upload your file to FormAssembly, and this AI-powered feature will co...
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Last Updated: 08/08/2025
in Release Notes Changes & Bug Fixes Improved identification and handling of destination when manual path is configured on the SharePoint Workflow Connector E-Signature documents can be successfully signed and submitted with original annotations such as hyperl...
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Last Updated: 08/06/2025
in Security Page Inactive FormAssembly users are automatically logged out after a set amount of inactive minutes. Choose from a dropdown of 5, 10, or 15 minutes.
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Last Updated: 08/06/2025
in Security Page
Overview The Access Grants in FormAssembly can be used to accomplish two functions. First, if your organization needs support from the FormAssembly team, you can grant access to your forms so that we can better troubleshoot any issues you might b...
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Last Updated: 08/06/2025
in Security Page
Overview IP Anonymization is an optional privacy setting that automatically anonymizes IP addresses collected with form submissions. Requirements IP Anonymization is available on Team plans and up An administrator must enable IP Anonymizati...
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Last Updated: 08/06/2025
in Security Page Security Logs provide information about user activity on your instance. View the log Status, Date of the logged event, Username of the user that triggered the logged event, and Event Description.
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Last Updated: 08/01/2025
in Release Notes Changes & Bug Fixes A PDF of the E-Signature step audit trail can be downloaded from the View Audit Trail page. Workflow links in emails now expire after 7 days, and expiration can be updated on the Security settings page by an admin. ...
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Introduction Thanks to FormAssembly Workflow, forms are no longer single-purpose data collection tools. A single form can be used in numerous workflows to further countless customer journeys. As an individual piece of multiple data collection puz...
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Last Updated: 07/28/2025
in Reporting and Responses
The Analytics Suite is currently in Closed Beta. If you are on an Essentials, Team, Enterprise, or Gov plan and wish to participate, please reach out to product@formassembly.com . Overview The Analytics Suite is an Add-on expansion of Form An...
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Last Updated: 07/25/2025
in Release Notes Changes & Bug Fixes Resolved an error when the Salesforce Workflow Connector when performing a lookup on a date field in Salesforce that lacks a value ...