Fall 2022 Release

Over the last few months, we’ve received feedback from customers that there was a need for an in-app dashboard that allowed users to track their usage at a glance throughout the month. We took that feedback on and have added a new dashboard feature to the Formstack Documents homepage.

Now, you can quickly see how many live merges, test merges, users, and active templates are available in your account and plan your usage accordingly or take steps to update your plan.

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Set Sign Reminders in Formstack Documents

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We have improved the connection between Formstack Documents and Formstack Sign by making it easier to set Sign Reminders. Now, with the click of a button, you can set automated reminders to alert your end users that they need to sign your document. 

Now, you won’t have to worry about logging into Formstack Sign to set your reminders. Simply check the “Send signature reminders” checkbox and choose to send reminders daily or weekly depending on your need. 

Have you ever wanted to use Salesforce Field Service Lightning objects? 

Well, now we will support those objects such as Work Order, Service Request, Service Appointment, and more. Formstack for Salesforce now allows you to solve for more business needs by giving you access to the most up-to-date Salesforce technologies. You’ll also notice improved product stability. This update allows you to safely leverage Salesforce's latest features. You’ll also see improved browser performance as well.

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