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Email Notification Security and Authentication FormAssembly adheres to common best practices when sending emails including: Using consistent IP addresses when sending bulk emails Keeping valid reverse DNS records for our mailing IP addresses ...
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Overview The Replay feature allows users to reprocess Workflow-native Connector Steps and Form Steps from their response cards. A key use of this feature is identifying and resolving Connector Step errors, such as when an error occurs because a s...
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Overview The following information covers configuration settings shared across all Workflow-native Connectors. For configuration settings unique to the connector you are setting up, please refer to the article specific to that connector. List o...
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Learn how you can grant access to your FormAssembly account to our customer success team and to members of your organization.
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Last Updated: 07/09/2025
in Release Notes Changes & Bug Fixes Resolved a bug with Menu Dependency where displaying child menus were not in sync for all browser versions and devices Addressed an issue in the Salesforce Workflow Connector where workflow response logs sometimes display t...
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Learn About Working with Repeatable Fields & Sections with Salesforce
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Learn how you can add an e-signature requirement to your forms.
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Last Updated: 06/27/2025
in Release Notes Changes & Bug Fixes E-Signature updates on FormAssembly: An E-Signature step can now be added to a new or existing workflow A generated document from a Document step with signature tags can be selected to be signed in an E-signature workflow s...
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Last Updated: 06/27/2025
in Release Notes Changes & Bug Fixes You should once again be able to revoke and re-authenticate to get working access and refresh tokens, rather than being stuck with a non-working token.
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Last Updated: 06/27/2025
Changes & Bug Fixes Infrastructure improvements related to FedRAMP.