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Last Updated: 11/30/2025
in Workflow Workflow Options Learn how you can add an e-signature requirement to your forms.
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Overview A well-designed form is a lot like a conversation. You're asking your users for information and you want them to submit their responses. However, designing a user-friendly form can be a tricky business. Knowing what makes users apprehens...
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Learn how to show your contact information and link to GDPR rights on a form by form basis.
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About Sensitive Data If you are collecting sensitive data in your form, you can use FormAssembly's Sensitive Data Feature to indicate which specific fields contain that data. This is useful for compliance with the GDPR , HIPAA, or forms that c...
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Last Updated: 11/24/2025
in Workflow Steps Connectors
Introduction The Connector Step allows you to exchange data between forms in your workflow and external sources. You can edit or delete a connector by selecting it on the Map and opening the Properties panel with the configure (cog) icon . ...
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Overview Multi-factor authentication (MFA) is any additional method of authenticating yourself to an application other than your standard username and password combination. These can be tokens you hold, such as security keys, authenticator apps o...
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Overview Control access to AI-powered features for all users on your instance by using the toggles available in the AI Features section of the Security page. These controls ensure that your team's usage of AI aligns with your company's internal d...
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Last Updated: 10/10/2025
What Is Test Mode? Test Mode allows you to preview your workflow end-to-end, from kickoff to completion, creating real records and sending live data to test your workflow before publishing it to a broader audience. It’s an interactive way to ensu...
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What is Autocomplete? Many browsers contain features that can help users fill in web forms automatically. For example, they could prefill the user's address or contact details based on previously filled-in forms. Users can also set up their own a...
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Introduction Engage your users by using images as choices on radio button and checkbox questions. You can have your users make a selection by using the traditional boxes, or by removing them all together so they can click directly on the image. ...