Updated Articles

  1. Repeatable Fields & Sections

    Overview You can create repeating questions and sections in FormAssembly Forms. Repeatable questions allow respondents to give more than one answer. This is useful for forms such as job applications, where an applicant may need to add multiple r...
  2. PayPal Connector Setup

    Learn how to use the PayPal connector to process payments
  3. Multi-factor Authentication

    Overview Multi-factor authentication (MFA) is any additional method of authenticating yourself to an application other than your standard username and password combination. These can be tokens you hold, such as security keys, authenticator apps o...
  4. Connector Timeline Configuration

    Learn about configuring the FormAssembly Connector Timeline
  5. Access Control

    About Access Control With FormAssembly's Access Control feature in the Form Builder, you can turn any field into a hidden or uneditable field. This is particularly useful if you plan on using a hidden field to trigger certain conditionals based o...
  6. Workflow Step - Advanced Document Generation

    Introduction Combine a customized template with Workflow’s Document step to create and distribute dynamic PDFs incorporating form response data. This article covers the basics of tagging your document template and the steps to configure the Docum...
  7. Workflow Step - Collect a Form Response

    Introduction The Form Step allows you to collect a form response. With this step, you can collect data at various stages in your workflow to be used later in other steps. Before configuring this step, your forms should already be built and saved ...
  8. Release 5.134

    Changes & Bug Fixes Workflow collaborators can now clone Workflows Signers assigned to an E-Signature step can resume in-progress sessions with saved work after session expiration NEW : If you're using a form in the steps of a Workflow, cl...
  9. Release 5.133

    Changes & Bug Fixes Updated our download link handling to automatically refresh the visibility timeout within a workflow connector if it has expired. Resolved a Stripe Connector Payment Error on Forms that was occurring with the Save & Resume ...
  10. Workflow Collaboration

    Introduction From the workflow Collaboration page, workflow owners may share their workflow with others or transfer workflow ownership to another user. Adding collaborators to a workflow allows a workflow owner to easily share the workflow manage...
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