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:

1. Any time you want
2. 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:

Enable Auto-Upgrade

Disable Auto-Upgrade

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!