Document Automation with Formstack

Explore Formstack form variables and basic fields, including name, address, email, phone, drop down list, radio, checkboxes, and short or long answers, with validation and pdf value mapping.

Save and reuse common interview questions in Formstack by creating a yes-no radio question, naming it, and dragging it from the save fields to reuse later, saving time.

Learn to add conditional logic to Formstack questions, showing or hiding items based on another answer. Use single select, radio, or check boxes with all or any conditions.

Learn how sections in Formstack organize questions as containers, enabling bulk edits, conditional logic, and easy reordering, then split sections into pages for a clearer user flow.

Learn how to save and reuse sections as templates in Formstack to speed form building, drag-and-drop sections across forms, and tweak without altering originals.

Learn to save and reuse sections as templates in Formstack, speeding form creation by duplicating sections across forms without altering originals, and apply conditional logic to these sections.

Learn how inherited logic in formstack sections automatically applies to all questions, why it cannot be edited, and how moving or duplicating sections affects conditions and form behavior.

Reorder form sections with drag-and-drop to create a natural question flow. Ensure you don't violate conditional logic by placing sections after the dependent question.

Organize Formstack forms into folders and subfolders, control access with group permissions, and use copy, move, and archive practices to preserve versions and keep forms organized.

Learn to perform calculations in Formstack forms by using numeric and date calculations, creating hidden fields for sum of numbers, age, and years of marriage, and mapping results to documents.

Explore smart lists for radio buttons, checkboxes, and dropdowns to avoid retyping options. Create, import via CSV, and link or copy lists to keep forms up to date.

Learn to style Formstack forms using the build tab, templates, and custom themes to adjust fonts, colors, spacing, alignment, and CSS options.

Learn how to share your form with quick start options: copy URL, embed code in JavaScript, generate a QR code, and explore CMS integrations, Facebook sharing, and HTML forwarding.

Learn to create a new form in Formstack, focusing on multi-page forms, naming and URL options, and organizing forms into folders, with mention of templates, and survey and workflow options.

Access general options in Formstack, including changing the form url and language, setting form status and time zone, and managing data saving and file field IDs.

Explore formstack email settings, including notification and confirmation emails, with conditional logic, custom messages, attachments, and delivery timing to tailor internal and end-user communications.

Configure the form experience in Formstack by adding a welcome message and optional background image, and tailor the end-of-form submission with a custom HTML message, image, or redirect URL.

Discover how to password-protect a form and enable SSL login by mapping fields, and learn to encrypt notification emails or saved data with PGP keys.

In document automation with Formstack, manage access to a form by updating individual users, creating groups, and assigning viewing, editing, or admin permissions.

Learn how to configure form approvals in Formstack, add and manage reviewers, set conditional approval rules, and customize email notifications for approvals and denials.

Learn to connect Formstack forms with Formstack documents, map name and email fields, enable test mode, and use field map for custom integrations with api keys.

Discover how plugins extend form functionality in document automation with formstack, test them to ensure they fit your business processes, and use analytics, partial submissions, and confirmation pages.

Explore advanced pdf settings in Formstack, including pdf attachments, a top logo, and toggles for section headings, hidden fields, approvals, submission ID, form name, and submission time, with a preview.

Learn the Formstack workaround for collecting multiple items by predetermining item counts, using labeled sections and conditional logic to simulate repeats without a looping feature.

Explore Formstack documents and how it integrates with Formstack forms or data sources like Salesforce to populate templates and generate output documents.

Learn to create and manage templates in Formstack documents. Upload, choose from library, or build from scratch with the document builder, and remember to save periodically.

Submit feedback and request features in Formstack's resource center, and track updates through the help center's new features and announcements cards.

Open the document settings to rename the document, set the output format, customize the output name with a merge field like petitioner last name, and enable field map. Save changes.

Enable the field map in advanced settings, save, and use the new field map tab to customize document data with variables, formatting, custom fields, and conditional logic for integrations.

Explore the test tab in Formstack documents to preview formatting with dummy data, download a documented file, and verify fields like county and petitioner last name before delivery methods.

Learn how to set up deliveries in Formstack documents, including email and other methods, and how each delivery counts as a merge, with customizable email fields and a test tab.

Explore the merge tab to select data sources for documents, connect Formstack forms or documents via Zapier or Salesforce, upload CSVs, import from Google Sheets, and input data manually.

Rename automatically generated form fields in Adobe Acrobat to create meaningful variable names before re-uploading to Formstack Documents, simplifying mapping and improving document automation.

Map the pdf to your form by linking each question to the corresponding pdf variable in document integration, using the single document option for the Employment Warning Letter.

Map checkboxes and radio buttons from Formstack to PDF output using separate values via the Advanced Options Editor, then apply data routes for conditional logic and keep the PDF updated.

Leverage Microsoft Word templates in Formstack documents to insert form data with expandable text, conditional sections, and flexible tables, outlining, and numbering.

Format a Microsoft Word template for Formstack documents, using merge fields to populate name, date, vehicle and property data from a form and perform equity calculations within the document.

Upload a Word template to Formstack documents, map fields from the form, and set up a delivery to email the merged document. Test the integration and refine formatting.

Learn to format word merge fields using date_format and currency_format in Formstack, showing full month, day and year, and currency values with a dollar sign and no cents.

Demonstrate performing calculations in a Word template using curly-brace variables, currency formatting, and parentheses to control order of operations, then save, upload to Formstack documents, and review results via email.

Apply conditional logic in a Microsoft Word template to show or hide sections based on form responses, using merge fields and variables linked to Formstack questions for vehicles and property.

Explore data routes in Formstack to generate multiple document outputs from one form and apply conditional logic to PDFs, with rules, field maps, and deliveries for automated merges.

Explore the field map in data roots to create custom fields and conditional logic for pdf output, linking form fields to petitioner and respondent variables in Formstack.

Rename output PDFs in Formstack documents using dynamic variables from user input, like the manager name, optionally combining with date and time via the data route.

Learn how to connect Formstack forms with Formstack Documents by adding an integration, generating API keys and secrets, mapping variables, and managing or deleting integrations for seamless data output.

Learn how to get help in Formstack using the resource center, forums, and documents, and navigate to support by clicking the circle icon next to your name to access options.

Explore Formstack's help center, the first line of defense for support. Access articles, tutorials, webinars, and announcements organized by topic to guide you.

Explore Formstack support tickets for issues not in the help center or bugs. Fill the form with contact information and issue details; screenshots cannot be uploaded, responses arrive by email.

Schedule a Formstack support call, choose a category and time, fill a ticket-like form, and share your screen during a video call to resolve workplace issues.

Submit feedback for Formstack using the resource center form to request features and describe workarounds in the optional field to aid feature tracking.

Explore automation with Formstack to streamline document workflows and empower legal tech solutions that improve access to justice through Udemy courses.