In order to use a Formstack form, it must be attached to your Octiv document. After you attach a Formstack form to a document, you can click the Variables tab on the right side of your document Build view to see the variables from that form. You can drag and drop these variables into your document, and they will contain the right format {{variable}}.

To attach a form to your Octiv document:

  1. Adding it as a Survey – do this if you want Octiv users to enter information for the document when the document is created. This can only be done on a template.
  2. Adding it as a new page in your document – do this if you want to push data back to Salesforce (for Formstack Gold accounts), or if you simply want the form to be in a separate page. Salesforce variable mapping can only be done on a Template.
  3. Embedding it within an existing page in your document – do this if you want the form to have other content on the page with it.
  4. Add a post-acceptance form- do this if you want your recipient to fill out the form after accepting a document.

To add the form as a Survey:

  1. From the Properties tab in document Build view, click Choose on the top right of the Survey bar.
  2. Choose your Formstack form and click Assign Survey.

Note: If you add the form as a Survey, you can click the Variables tab on the right side of your document Build view to see the variables from that form. You can drag and drop these variables into your document, and they will contain the right format {{variable}} to be used by Octiv.

To add the form as a new page:

  1. From the Assets tab, select Forms from the dropdown menu.
  2. Drag the form over to the Table of Contents and insert it as a new page in your document.

To add the form in an existing page:

  1. From the Assets tab, select Forms from the dropdown menu.
  2. Drag the form into the current page. The form will insert wherever your cursor is located.

To add a post-acceptance form:

  1. Add a new section to the bottom of your Table of Contents.
  2. From the Assets tab, select Forms from the dropdown menu.
  3. Drag the form over to the Table of Contents and insert it as a new page in your new section.
  4. Click the gear icon next to your new Section title and select Edit Properties.
  5. Check the box next to Display section once document is accepted.

Note: You can only use post-acceptance forms if you are using Octiv’s e-signature tool.


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