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October 2025 Formstack Release Notes

Salome P.
Updated

Formstack Administration

  • Customers eligible for working with the Customer Success team will now be able to request coaching help from Customer Success within the Resource Center.

Formstack Documents

  • Integration: Fax API from Sinch — This Formstack Documents integration with the Fax API by Sinch enables customers to send faxes automatically as part of their document workflows. Using Sinch’s secure fax API, teams can deliver merged documents—such as medical records, legal forms, and insurance claims—directly to fax numbers without manual steps. This integration helps organizations maintain compliance, track delivery status, and streamline communication with partners who rely on fax-based processes.

  • Improved Salesforce sign-in functionality independent of deliveries

  • Defect fixes:

    • Fixed Word document merge issues with special characters and table formatting

    • Restored "Bounce" status visibility in Merge Reports

    • Fixed document download failure from re-merge button

    • Fixed Document Builder failing to load certain documents

    • Improved in-app help site search

Formstack Documents for Salesforce

v1.366

  • Large File Upload Handling - Our new Large File Upload feature enables Documents for Salesforce to work with files that are much larger than the standard Salesforce Apex heap size limits of 6MB for synchronous operations or 12MB for asynchronous operations. Files are now pulled directly from Salesforce instead of being pushed, eliminating heap limit issues and removing the need for insecure public file URLs.

  • Updated the default batch size for High-Volume Generation to 50, aligning with recommended starting configurations for optimal performance.

  • Defect fixes:

    • Resolved an issue where enabling High-Volume Generation could cause CPU time limit or “Too many SQL” errors.

    • Fixed an issue where document generation flows using the WebmergeGenerator.generateDocument Invocable Method would fail due to synchronous callout restrictions.

    • Fixed an issue where required file upload fields in Salesforce mappings were not enforced during merge.

    • Fixed a permissions issue preventing users with Formstack Document Merge Users or Formstack Document Merge Users External permission sets from merging documents. Added missing access for webm_Status_c and webm_MainQuery_c.

Formstack Forms

  • Typed Signatures — Added the ability to select whether your signers must draw their signature, or allow them to type it if they prefer.

  • Defect fixes:

    • Fixed V4 issue where typing in "Other" text box didn't auto-select the radio button

    • Fixed Description Area text editor alignment issues

    • Fixed V4 One Question At A Time mode not including hidden fields in submission data

    • Fixed Confirmation Page Plugin preventing image insertion

    • Fixed broken legal disclaimer link (404 error)

    • Fixed broken link in Workflow Emails help documentation

    • Fixed V4 issue where Enter key no longer advances to next page on multi-page forms

    • Fixed checkbox options not mapping correctly in Docs integration

    • Fixed duplicate "Other" options appearing in radio button logic

    • Fixed Power Automate webhook sending incorrect data for empty file fields

    • Fixed dynamic hyperlinks breaking in Form emails

    • Fixed mobile date/time field breaking when date format set to "none"

    • Fixed API limitation that only returned 50 submissions regardless of pagination parameters

    • Improved in-app help site search

Formstack Forms for Salesforce

v4.141

Defect fixes:

  • Fixed forms not loading when updating the primary user in the user management settings

Formstack Sign

Defect fixes:

  • Typed Signatures — Added the ability to select whether your signers must draw their signature, or allow them to type it if they prefer.

  • Defect fixes:

    • Fixed upload issues caused by frontend version mismatches

    • Fixed API URL returning 404 errors when downloading PDFs

    • Fixed Applied Epic integration error preventing document sending

    • Fixed multiple duplicate email notifications when documents are viewed

    • Fixed Hawksoft partner accounts hitting incorrect user limits

Formstack Workflows

Defect fixes:

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