This article contains a list of popular onboarding materials that have been curated by our teams based on popularity and effectiveness with learning how to use our product.
We understand that every customers use case with our product is different and would highly recommend doing a search on our helpcenter if you don't find a topic below related to what you're looking for.
Note: Each topic/section has a subset of related articles with a brief description of what is covered.
Article Sections:
- Admin Settings
- Getting Started with Building your First Form
- Advanced enhancements
- Customize your Form
- Form Settings - Integrations
- Form Settings - Emails & Security
- View & Analyze Data
- Document Building
- Workflows - Connecting Formstack Products
- Other resources
Admin(only) Settings & Best Practices
- User Management - User Overview & User Management Overview
- How to Add or Remove Users
- How to setup account Security Settings
- How to setup account 2 Factor Authentication or SSO Overview
Getting Started with Building your First Form
- Organizing your Forms with Sections
- Adding Fields - All the different fields types, fields options for each type & creating unique fields
- Provide users the ability to attach files to their form submissions, such as photos, PDFs or other documents with File upload fields
- Going live and how you can share your Form
Adding Advanced features/enhancements to your Form
- Utilize Smart Lists to manage a go-to list of field options within your account - Smart List Overview
- Show/Hide Fields or section based on user's answer to enhance their experience with conditional logic
- Embed Html, Images, Videos on your Form
- The Save & Resume feature allows end-users to save a partially completed form and come back at a later date/time to complete and submit - Allowing Users to Save & Resume
- Self-calculating form fields are handy for order forms or anywhere that you might need to compute a value based on what users select on your form - Creating Calculations
- Pre-populate form fields to eliminate having to fill out the same information twice for your form submitters
- How to create internal labels for those scenarios where fields need two labels – one for end users and another for your team.
Customizing the look and feel of your Form
- Create, Edit, & Utilize a theme
- Use Custom Theme/CSS
- Send a Message About what your form is about with a custom Header/Footer
- Add your brand or visual information by Adding an Image to your Form
Form Settings - Adding Integrations
- Check out our full list of Form Integrations - Integrations
- Pass information directly to Google Sheets - Google Sheets Setup
- Payment Integrations - Payment Integration Setup Basics, Stripe, Pay Pal Pro, Paypal website, Chargify
- Storage Integration options for saving space - Storage Integrations Overview
- Connect Salesforce to your Formstack Forms - Salesforce Integration Setup
Form Settings - Emails & Security
- Create messages with data to notify individuals when a form is submitted - Notification Emails for Forms
- Create messages for your end users after they submit form - Confirmation Emails
- Routing Logic for emails - Data Routing Using Conditional Logic
- Form Security - How to setup Data Encryption & a list of all other security related articles
How to View & Analyze your Form Data
- View, Search, Sort, report, export, share & delete Submissions - Manage Submissions Overview
- Create Custom reports based on submission data - Create a report from Submission data
- Create a custom Identifier to easily identify certain types of information - Set up a custom identifier
Creating your first Documents(Formstack Documents)
- Document Template approaches to building your custom document
- AI template creation with Formstack Documents
- View all the different delivery options, like how to How to setup an email delivery or Formstack Sign
- Create or combine multiple documents using Data routing
- Understanding what a merge is and how to track them
Workflows - Connecting Formstack Products
- How to setup a Form to Document or Form to Sign Workflows
- Workflows Workspace Overview & How users can view assigned steps
Other resources
- Check out our product roadmap release notes
- Are you interested in setting up APIs and webhooks with our product? Check out our developer central page.
- Do you need help with building out your process? Team up with third party Certified Formstack experts to bring your custom projects to life through a partner request.