On June 25th, we hosted our Summer Bundle Release highlighting all the exciting new features and enhancements aimed to take your workflows to new heights. From AI automation to customization options, organizational tools and more, our team has been hard at work to bring the heat this season. Want a recap on what’s new? Here’s a quick roundup of the enhancements that got our customers buzzing, plus the on-demand version of our webinar for a refreshing dose of inspiration whenever you need it!
Form Field Enhancements
For those collecting files on their forms, this one’s for you! We’ve improved the UI to make it easier to add documents by dragging and dropping them, allow for multiple documents to be added to a single file upload field and we’ve increased the per submission upload size to 2GB.
New Organizational Tools in Documents
The 🔑 to efficiency in your workspace? Organization. We have rolled out a slew of new tools in Formstack Documents aimed to declutter your templates and work more productively. Sorting and assigning permissions to users in your account has been made easy through our new search bar. You can also now nest subfolders under the primary template folders, allowing you to easily locate the templates you need and create additional structure in your workspace.
Salesforce Upgrades
Salesforce system integrators, administrators and power users are loving that we have introduced the ability to label and re-order rules in Forms for Salesforce. For customers with complex logic schemes this is a huge time saver. We have also introduced the ability to collect payments using Stripe on NativeCloud plans.
Meet our AI Builders
Our AI-powered builders represent a significant leap forward in our form and document template creation process. Gone are the days of manual formatting and taking valuable time out of your day to learn new tools. Our powerful AI feature does the heavy lifting in bringing your digital experiences to life, allowing you to focus on what matters most.
To learn what we covered in this portion of the webinar, we’ve recapped it below along with some helpful clips. You can also catch up on the demand version here.
AI-powered Document Builder: Streamlining Document Generation
Last week, Emma Douglas and Lacey Jackson hosted an insightful breakout room session on Docs.ai. The duo provided valuable information on how to leverage the AI-powered document builder and discussed the innovative AI capabilities within Forms. In this recap, we will highlight the key points covered during the session, enabling you to make the most of this exciting event.
Introduction and Live Demo of Docs AI
Emma Douglas kicked off the session by introducing herself and setting the stage for the live demo of Docs AI.
Emma quickly dived into the live demo, showcasing the step-by-step process of setting up a template using the AI assistant. The ease and efficiency of the AI-powered document builder were apparent as Emma effortlessly generated a mutual NDA template in both English and French. By simply writing a prompt, the AI intelligently created the document, pulling in merge fields and eliminating the need for manual effort. This revolutionary feature streamlines processes and empowers users to scale their document generation effortlessly.
Leveraging AI in Forms
During the session, Emma also delved into the AI component within Forms, taking attendees through an exciting demonstration. She explained that by choosing the option with the friendly robot icon in the drag and drop builder, users could create dynamic forms effortlessly.
Using the example of a loan application form, Emma showcased how the AI feature pulls in relevant fields such as name, email, phone number, and more. This powerful capability saves time and ensures that the essential information is captured accurately. Emma emphasized that even users with limited technical expertise or time constraints could swiftly set up professional forms using the AI functionality.
Make the Most of What You've Learned
To ensure that you get the most value from the Docs AI breakout room session, we've summarized the key takeaways:
The AI-powered document builder in Docs AI simplifies the process of template creation, eliminating manual effort and streamlining workflow.
Users can generate documents in multiple languages effortlessly, cater to a global audience, and experience a new level of efficiency.
The AI capability within Forms revolutionizes form creation, allowing even non-technical users to set up dynamic forms quickly and easily.
Early access to the AI feature is available for existing customers. Reach out to your account manager to explore the potential of AI in document generation and form building.
By implementing the insights shared in the breakout room session, you can optimize your document generation and form creation processes, saving time and enhancing productivity.
Take the first step towards a more efficient and streamlined document management experience. Explore the power of Docs and Forms AI today!
