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How to Reauthenticate/Refresh a Token in Formstack Documents

Ron S.
Updated

Overview

Authentication tokens in Formstack Documents (formerly WebMerge) are used to securely connect your account to external services such as CRMs, cloud storage providers, and other integrations. Over time, these tokens may expire, become invalid, or be revoked due to security or permission changes.

When this happens, you’ll need to reauthenticate the token to restore the connection and ensure your document workflows continue to function properly.

When Reauthentication Is Required

You may need to reauthenticate a token if:

  • A connected integration stops working

  • You receive authentication or authorization errors

  • The external service revokes access (e.g., password change, admin policy update)

  • The token has expired (common with OAuth-based integrations)

Typical symptoms include:

  • Failed document deliveries

  • Errors in merge or delivery logs

  • Missing files in connected storage systems

Steps to Reauthenticate a Token

1. Access Your Formstack Documents Account

Log in to your Formstack Documents account:

2. Open the Connected Service

Depending on how the token is used, go to one of the following areas:

  • Connected Services / Integrations

  • Delivery Settings within a specific document

  • Account Settings → Integrations

Locate the integration that is failing or requires reauthentication.

3. Identify the Affected Connection

Look for indicators such as:

  • Error messages

  • “Disconnected” or “Authentication Required” status

  • Warning icons

Select the integration or service to view its configuration.

4. Reauthenticate the Token

Click the appropriate button, which may be labeled:

  • Reconnect

  • Reauthenticate

  • Connect

  • Edit Connection

You will be prompted to:

  1. Log in to the external service (e.g., Google Drive, Salesforce, Dropbox)

  2. Grant permissions again (OAuth flow)

  3. Confirm access

Once completed, Formstack Documents will store a new valid token.

5. Save and Test the Integration

After reauthentication:

  • Save the integration settings

  • Run a test merge or document delivery

  • Confirm the issue is resolved

Check:

  • Delivery logs

  • Output locations (e.g., CRM, storage provider)

Best Practices

  • Monitor integrations regularly to catch expired tokens early

  • Use service accounts or admin-approved credentials when possible

  • Avoid changing passwords tied to integrations without planning for reauthentication

  • Document which integrations rely on specific tokens

Troubleshooting

If reauthentication fails:

  • Ensure you have the correct permissions in the external service

  • Check for browser pop-up blockers during OAuth flows

  • Confirm that your organization hasn’t restricted third-party access

  • Try disconnecting and reconnecting the integration entirely

If issues persist, contact Formstack Support with:

  • The name of the integration

  • Error messages or screenshots

  • Timestamp of failed attempts

Summary

Reauthenticating a token in Formstack Documents is a straightforward process that involves reconnecting an integration through the platform’s interface. Keeping tokens up to date ensures uninterrupted document generation and delivery across your workflows.