Updated Articles

  1. Release 5.136

    Changes & Bug Fixes Resolved an issue where Drag and Drop was not working for form fields in the form builder E-Signature signers can now leverage the zoom option while in the viewer of an E-Signature step document ...
  2. Quick Publish for Form Publishing

    Overview Quick Publish is a JavaScript-based publishing method. This method offers many of the same benefits  as HTML publishing but with a few additional perks. You can use Quick Publish to publish your FormAssembly form into a website as an em...
  3. Webhook and Marketing Cloud Account Engagement

    Overview FormAssembly’s Webhook Connector ensures quick delivery of marketing notifications along with accurate and timely scoring and data processing for the Marketing Cloud Account Engagement (previously referred to as Pardot) marketing aut...
  4. Release 5.135

    Changes & Bug Fixes E-Signature Functionality:  Added the ability to customize the subject and body of the E-Signature step signer request email Signed documents can no longer be renamed from the Email step Signers can no longer download p...
  5. 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...
  6. PayPal Connector Setup

    Learn how to use the PayPal connector to process payments
  7. 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...
  8. Connector Timeline Configuration

    Learn about configuring the FormAssembly Connector Timeline
  9. 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...
  10. 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...
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