academy

Formstack Academy is here to guide you through all the basics and more—so you and your team can work better together.

Explore customer stories

Learn how our customers are finding success

Explore All customer stories
Customer Story
Seamus Drives Digital Transformation with Formstack
Seamus Ruiz-Earle shares why the Carabiner Group partners with Formtack to provide innovative, customizable, and scalable solutions for their clients across a plethora of industries.
Customer Story
Brittany Transformed Paper Trials into Digital Success
Brittany Trewartha shares how Little Star ABA eliminated physical storage needs, improved data security, and increased operational efficiency by digitizing their form processes.
Customer Story
Caitlin and Antonio Use Formstack—for Formstack
With no-code automation and easy digitization, Formstack employees like Caitlin and Antonio find Formstack products to be a no-brainer for making their jobs easier.
Customer Story
Streamlining the Student Experience
Learn how Simon Fraser University used Formstack for Salesforce to manage the student recruitment and enrollment lifecycle. Read this case study now.
Customer Story
Megan Cuts 26 Days from Credit Union’s Membership Processing
Becoming a member of America’s Christian Credit Union used to take weeks due to paperwork. But Sr. Corporate Banking Specialist Megan knew she could build a better process with Formstack.
Customer Story
Michelle Quickly Develops a Secure Patient Intake Process
When tech consultant Michelle’s healthcare client needed to produce a digital patient intake process on a tight deadline, the Soliant Consulting team turned to Formstack’s out-of-the box solution.

Webinars

Access our library of upcoming and on-demand webinars

Explore All Webinars
Webinar
Formstack for Salesforce AMA
Watch our interactive Ask Me Anything session to discover the latest enhancements in our Forms for Salesforce and Documents for Salesforce products. Our team of experts introduced exciting new features and demonstrate how these improvements can optimize your data collection and document generation process within Salesforce.
Webinar
Back to School with Fordham U
Join us as we sit down with Raymond Belanfante and Marlyn Soto, two IT innovators dedicated to driving digital transformation and process improvement efforts at Fordham University.
Webinar
Subaccounts Deep Dive
Are you ready to be a gold-medal 🥇 subaccounts user? Then it’s time to punch your ticket to Formstack 2024, the inaugural form-builders Olympiad. On August 27, get ready for our Olympics-themed webinar that teaches you everything you ever wanted to know about subaccounts.
Webinar
AI for Forms
Forms just got a lot smarter. Watch our interactive webinar where attendees asked our expert anything on AI for Formstack Forms.
Webinar
AI for Docs is Here
Discover how Document creation just got a whole lot simpler. If you can dream it our AI feature can create it.
Webinar
Document Automation for Salesforce Roundtable
Join our panel of experts to discuss their top tips for a document automation process that scales.

Builders Blogs

Tips and tricks to help you build at your best

Explore All Builders Blogs
Blog
Summer Bundle Release: AI for Docs and Forms
Emma demos the new AI features for Forms and Docs
Blog
Automate Your Processes with Form to Form Prefill
Check out this step-by-step video demo on creating a form to form prefill process to automate like PTO approvals.
Blog
Set Up Group Approvals with Formstack’s Workflows Feature
Check out this step-by-step guide for setting up group approvals to your forms with Formstack Workflows.
Blog
Introducing Drag-and-Drop Merge Fields in the Formstack Document Builder
The drag-and-drop functionality you love is now in Formstack Documents!
Blog
Reimagine Student Application with Formstack
Revolutionize your student application process with Formstack: a streamlined, efficient, and user-friendly approach detailed in our latest blog post.
Blog
5 Step-by-Step Workflows to Upgrade Your Healthcare
Easily build automated healthcare workflows without code by following the step-by-step instructions in these five builders’ blogs.

How to videos

Quick tutorials from our product experts

Explore All How To Videos
Tutorial
Generate Documents Using Data in Your Key Business Systems
Create custom documents with data from your CRM or database.
Tutorial
Leverage Form Data to Populate Documents
Automatically turn form data into dynamic, branded documents.
Tutorial
Establish Multiple Deliveries for Your Documents
Upload, share, attach, and store your automatically generated documents.
Tutorial
Leveraging the Value of Document Automation
Document automation helps make the most of the information your business already has, by turning data into documents that can be routed, saved, shared and signed.

Put your knowledge to the test

Formstack Tracks - Forms

With Formstack Forms, anyone in your organization can build online forms, collect data, and automate processes.

Formstack Tracks - Formstack for Healthcare

With Formstack Forms, anyone in your organization can build online forms, collect data, and automate processes.

Formstack Tracks - Sign

With digital document signing, users can eSign documents using a computer, tablet, or mobile phone.

Formstack Tracks - Documents

Whether you're in finance, healthcare, education, or sales, our versatile document creator can help you generate countless custom documents.

Formstack Tracks - Forms for Salesforce

Formstack Forms for Salesforce is an all-in-one forms, documents, and eSignature solution.

Formstack Tracks - Suite

This course will go teach you how to use each application together in harmony to automate your processes.