Who is this for: For customers with Documents plans who have created their account after February 14, 2023. (If you created your account before this date, please refer to this Auto-Upgrade article). |
What Is It?
When the Auto-Upgrade setting in the Billing & Usage section of your Formstack Admin panel is turned on, your usage will be automatically upgraded via a merge pack subscription if and when you hit your merge limit before your reset date. This way, you can avoid delivery interruptions.
When To Do This
Turn this setting on at any point. You can do it when you’re creating and configuring your account for the first time or later on when it makes the most sense to you.
How To Do It
To turn on this setting, from the Formstack admin panel and navigate to the Billing & Usage section and turn on the toggle next to Auto-Upgrade:
You will be prompted to activate Auto-Upgrade. Click Yes, enable Auto-Upgrade to confirm.
You are all set!
Once you hit your merge limit, a merge pack subscription will be added to your account. You will be able to see how many packs you have and your progress through your additional limit also in the Billing & Usage page:
You can turn off Auto-Upgrade by switching the toggle off.
Managing Merge Packs
If you no longer need the additional usage, you can remove individual merge packs (or all of your merge packs) from the Manage Plan page.
Select how many merge packs you’d like to keep and click Update.