Formstack Admin Center

• New email notifications for Personal Access token actions, for example when a token is generated and when a token is about to expire

• Updated password requirements for new accounts

  • 12 character long minimum

  • Requires both upper and lowercase letters

  • Requires one numerical

  • Requires one symbol

• Defects fixes:

  • Fixed an issue where the billing information page showed in subaccount admin panels

  • Fixed an issue that could potentially allow users to login with Google even if an org disallowed use of that login method

  • Fixed a defect that prevented the purchase of Formstack Sign in some scenarios due to a lack of available user seats

Formstack Forms

Form-Level Security is now available

• Customers with Formstack for Healthcare or the Enhanced Data Security Add-On can now set their accounts to allow form-level security updates

• Defect fixes:

  • Resolved missing Auto Delete option in Settings > Security for accounts on the Enhanced Data Security or Formstack for Healthcare add-on

  • Fixed issue where logic was failing when handling blank logic

  • Corrected signature size formatting issues on PDF exports

  • Resolved timeout issue with Hubspot API integration

Formstack Forms for Salesforce

• Defect fixes:

  • Fixed custom filenames which were not correctly reflected in email attachments

  • Fixed the Community Form malfunction after upgrading the Forms for Salesforce to Native Plans

  • Fixed an issue where short text fields were getting cut off in generated PDFs

  • Fixed the defect where removing a repeatable section caused dependencies in previous sections to stop responding to updated selections

  • Fixed the defect where discarding a saved draft on compressed forms could fail due to a system error during the process

Formstack Streamline

• Home Page — We launched the Formstack Streamline Homepage, a new role-based landing page that gives users a focused starting point inside the platform. Admins, Builders, and Operators will see relevant widgets like in-progress sessions, recent projects, and system health checks based on their role. This first version simplifies daily access to key tools, with future updates planned for personalization and expanded functionality.

• Data Integration: Salesforce — Now you can connect your Salesforce data directly to Formstack Streamline. You’ll be able to prefill forms, documents, and eSignatures with live Salesforce data—and send updates back automatically—eliminating the need for manual data entry or reconciliation.

• Documents Builder — Formstack Streamline now includes a robust document builder that bridges the familiarity of Microsoft Word with the data integration, prefill and signature capabilities of the platform. With our new Document & Sign step, you can now choose between two powerful ways to generate documents as part of your workflow:

• Dynamic Documents: Build directly in-app using a familiar DOCX editing experience. Start from scratch or upload a DOCX file and flow data right into your document with style, structure, and full formatting control.

• Overlay Documents: Upload a PDF and drop in the exact fields you need—perfect for simple digital signature collection.

• Basic Task Step (Assignment) — Formstack Streamline now supports flexible task assignment, so you can assign workflow steps to individuals or groups by email, phone number, or previous form responses. Whether you’re routing approvals or collecting inputs from multiple stakeholders, assignments make it easier to keep things moving.

• File field now available in the form builder for Formstack Streamline

• Launched email account notifications and notification preferences