-
Last Updated: 04/03/2026
in Workflow Workflow Options
Introduction From the Collaboration tab in the Workflow Properties Panel, workflow owners may share their workflow with others or transfer workflow ownership to another user. Adding collaborators to a workflow allows a workflow owner to easily s...
-
Last Updated: 04/01/2026
in Workflow Steps Introduction The Form Step allows you to collect a form response. With this step, you can collect data at various stages in your workflow to be used later in other steps. Before configuring this step, your forms should already be built and saved us...
-
Last Updated: 04/01/2026
in Workflow Introduction The FormAssembly Workflow solution is a visual, no-code process-building interface that allows our users to combine forms, emails, integrations, and more into sequential data collection roadmaps. Workflow is a powerful tool that can he...
-
Overview As an administrator, you have visibility and control over all workflows across your entire FormAssembly instance from the Admin Dashboard. This centralized location allows you to view, search, manage, and maintain workflows regardless of...
-
Overview The Licensing & Usage page displays information about the licenses and add-ons available to your FormAssembly instance, as well as usage information for permission packages, Advanced Document Generation , and active workflows. Access t...
-
Overview As an administrator of your FormAssembly instance, you can add, deactivate, restore, or edit users. You are also able to set and refine the permissions available to your users. Requirements Administration permissions must be enabled...
-
Last Updated: 03/24/2026
in FormAssembly Admin Guide
-
Overview SAML (Security Assertion Markup Language) can be used to secure access to your FormAssembly account. Requirements SAML Metadata from your IdP Your FormAssembly username must match your SAML username Single Sign-On (SSO) Setup N...
-
Last Updated: 03/19/2026
in FormAssembly Admin Guide
Overview The Subscription page is your centralized hub for managing your Atlas Explorer account. This page provides transparency into your plan, active features, and recurring charges. It allows you to professionalize and scale your account by ...
-
Last Updated: 03/05/2026
in Workflow Workflow Options
About ALTCHA ALTCHA is a GDPR-compliant form abuse protection option that effectively prevents automated form submissions without requiring respondents to solve a puzzle. If ALTCHA validation fails, respondents will be unable to submit their...