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Tips & Tricks
- Make a Suggestion!
- Auto-Upgrade
- Debug Mode
- Loop through a list of items
- Conditional Sections (if / else)
- Formatting Your Data
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Building Your Documents
- Consulting Service Package
- Training, Onboarding & Consulting
- Which Type of Document Should I Use?
- Creating a Fillable PDF
- Create Word (DOCX) Documents
- Create PowerPoint Presentations
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Integrate with Other Services
- Example walkthrough: Passing a signature from Forms to Documents without cloud storage
- Using Formstack Documents, Forms, and Sign Together
- Airtable
- Formstack and Documents Billing
- Exporting Documents to Formstack
- Kintone Integration
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Delivery Options
- Formstack Sign and Salesforce - Setting up as a Delivery
- Podio - Delivery
- Amazon Web Services S3
- Formstack Sign
- Salesforce - Setting up as a Delivery
- Zoho Sign
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Data Routing
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Data Capture
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Documents for Salesforce
- Common Salesforce Issues
- Video/Demo: How to Generate Documents in Salesforce.com
- Complete Installation and Setup Guide
- Add Support for Salesforce and Custom Objects
- Merge Mappings From Custom Programming (APEX)
- Automatically Generate Docs with Process Builder
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New Features
- Account Settings
- Accessing the Formstack Admin Panel
- Retrieving a Lost Password
- Using the Product Switcher
- Changing Your Account Time Zone
- Updating Your Formstack ID Avatar
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Stash (Cloud Storage by WebMerge)
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Info & Announcements
- Merges: Explained
- Contacting the Documents Team by Phone
- Track Document Changes with Version History
- Add Multiple Users to Your Account
- Merge DOCX to PDF
- Organize Your Documents With Folders
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Webinar Series
