Exporting Documents to Formstack

Want to use the fields on your document to automatically generate a form? We’ve made it easy by allowing you to export your Formstack Documents directly to a Formstack form. 

Choose the document you'd like to export and select the 'Merge' tab. From here, you'll see the option to export the document to Formstack on the left-hand side of the page. exportingtoformstack.png

Note: Don’t see the option to export your document to Formstack? This indicates your document is already in use on a Formstack form. 

Once clicked, you'll be automatically redirected to Formstack to log into your account. When you’re logged in, your form will already be created, your forms fields will be mapped to your document, and the connection to your Formstack Documents account will already be set up!

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