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Tips & Tricks
- Inserting Dynamic Hyperlinks and Text into a Word Document
- Adding Additional Billing Receipt Recipients
- How To: Merging Signatures From a Formstack for Salesforce Form
- Merge Field Dos and Don'ts
- How to convert a JSON string into an object/array
- substr Field Modifier: A Closer Look
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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
- Generate Documents from a Sharepoint List
- Generate Documents from Microsoft Dynamics 365
- Example walkthrough: Passing a signature from Forms to Documents without cloud storage
- Using Formstack Documents, Forms, and Sign Together
- Airtable
- Formstack and Documents Billing
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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
- Complete Installation and Setup Guide
- Add Support for Salesforce and Custom Objects
- Merge Mappings From Custom Programming (APEX)
- Automatically Generate Docs with Process Builder
- Working with Child Relationships
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New Features
- Setting up SSO in Formstack Admin
- Account Settings
- Accessing the Formstack Admin Panel
- Retrieving a Lost Password
- Using the Product Switcher
- Changing Your Account Time Zone
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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
