Training Overview

This tutorial will provide you with the training you need to understand how to create and use forms in Formstack.

You can work through the module at your own pace and have a permanent resource for reviewing the steps. This training course is presented in separate modules for Basic Training and Advanced Training. You must complete Basic Training, the Assessment, and the User Agreement in order to gain access to your department folder and forms.

Request Formstack Account

If you have not done so, you must request a Formstack account.

Do not make a trial account. If you have made a trial account, send a note to Formstack Support asking them to delete the account and make your email available for use in the paid Miami account. We use Miami's single sign-on (Miami UniqueID and Password) to log in to Formstack.

Note: We do not allow accounts for students or office entity email addresses. You can use an entity account to receive email results.

User Agreement

After you complete training, a Formstack User Agreement will be sent to you to review and sign. Signing this form will allow your Formstack account to remain active. We must receive it within 3 days after you complete basic training.

Modules

Basic Training instructions will walk you through using Formstack. I recommend that you open Formstack and practice while you work through the tutorial. You will be required to create and submit a specific form found under Assessment in order to complete this course.

Get Started

Advanced Training topics include using the built-in approval process, integrating Formstack results with Google Spreadsheets, and advanced options for sending confirmation emails.

Formstack Advanced Training

Need Help?

Contact webadmin@MiamiOH.edu with additional questions or concerns.