What Is It?
When the Auto-Upgrade setting within Formstack Documents is turned on, your account will be automatically upgraded to the next plan level if and when you hit your merge limit before your reset date. This way, you can avoid any delivery interruptions.
When To Do This
There are two times when you're most-likely to change this setting:
- Any time you want
- During account creation
How To Do It
For an existing account
To update this setting in an existing account, head on over to “My Account” select “Billing”
From there, next to the Auto-Upgrade section, click the [Change] link
Select an option:
Upon Account Creation
While inputting your payment information in the Billing Tab, select whether you want to enable or disable Auto-Upgrade
There you have it!