Just getting started with Formstack Documents? Try creating your first document using one of our many pre-built templates! Our templates are designed to save you time by being pre-built with the fields you need most.
There are a few ways you can get started with your document templates—either uploading a PDF or Microsoft Document or by building your template from scratch in the Formstack Documents builder. We’ve already got several PDF and Microsoft Document template options available in your account today.
As a part of this release, we’ve created five new templates built specifically for our new, drag-and-drop document builder. These five new templates include:
If you haven’t already had a chance to log in to Formstack Documents and test out these templates, now would be a great time to do so!
Subaccounts are an account structure that allows a parent account to create, purchase, and manage child accounts, which the parent account is able to then access from the admin panel.
Formstack’s updated subaccount model comes with three key ingredients:
For Formstack partners, Salesforce consultants, and multi-department organizations, the new subaccount model will make managing multiple accounts faster and easier!
Ready to add subaccounts to your account? Visit this article to learn more.
OpenID Connect is a simple, single sign-on (SSO) standard that allows organizations to enable authentication for applications. They can use a registered 3rd party service where their employees are already registered such as Google, Salesforce, Amazon, or Paypal as the user identity provider. For example, if the organization uses Salesforce and all their employees are registered Salesforce users, OpenID Connect would allow the organization to use Salesforce as their SSO identity provider to control logging in to Formstack products.
Leverage single sign-on to simplify your login experience. Learn more about OpenID Connect.
We’ve launched the ability to build forms with more objects and relationships, which gives you more time back into your day! This functionality makes it easier to build forms within popular Salesforce data models like Health Cloud, Financial Services Cloud, and Education Data Architecture, as well as in data supplements like Admissions Connect.