Ryan J.

SFTP, or Secure File Transfer Protocol, is a go-to method for delivering sensitive Documents between computers on the internet.  Set up SFTP delivery Step 1: Once you have built your Document (see ...

Integrate your Formstack Sign and Salesforce accounts with the use of Formstack Documents as the delivery. This gives you the ability to automatically send a signed document directly into your Sale...

Crafting the right document template for your workflow is a pivotal decision—and it doesn’t have to be daunting. Whether you're starting from scratch, refining an existing draft, or leveraging Form...

A test merge, or a document generated with Formstack Documents that contain a watermark, varies by plan type.  To get a quick snapshot of your account status/limit, visit the Billing & Usage Status...

Use permission settings to customize the Workflows experience. You can grant key users access to all or some Workflow folders to collaborate, here’s how:Build workflows with your teamCollaborate on...

You are viewing documentation on our Workflows Product. Click here for help with our legacy Workflow Forms Feature instead.Form users can configure Event / Product Fields to organize and set up ev...

You are viewing documentation on our Workflows Product. Click here for help with our legacy Workflow Forms Feature instead.Form users can configure list-type field options like dropdown, checkbox,...

For workflows, each step is automatically assigned to the original person that starts the workflow. However, when a Form or Form for Salesforce step is used, you can change who the remainder of th...

You are viewing documentation on our Workflows Product. Click here for help with our legacy Workflow Forms Feature instead.Create efficient workflows using answers and captured submitter data, or ...

You are viewing documentation on our Workflows Product. Click here for help with our legacy Workflow Forms Feature instead.Customize your digital workflows one step further by creating step messag...