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Getting started

Quick Start Guide – Create Documents Instantly with Formtify Templates

Get started with FORMTIFY in minutes! This quick-start guide walks you through selecting templates, filling in fields, and generating documents instantly—no training required.

Tutorial

With these 5 steps, you can start to use Formtify effectively

Discover how FORMTIFY templates work, what makes them legally robust, and how they simplify document creation across industries and use cases.

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Learn how to build dynamic document templates in FORMTIFY using field keys for automated form filling, smart data mapping, and seamless workflow integration.

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Upload templates

June 13, 2025

Upload your own templates to FORMTIFY and turn them into automated, editable documents with AI-powered fields, smart detection, and instant OCR processing.

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Customize Field

July 4, 2025

Introduction After you’ve uploaded a DOCX template to Formtify, the next important step is to customize your template fields. This means reviewing, organizing, and enriching

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Learn how to efficiently create professional documents using FORMTIFY’s pre-built templates. Save time, reduce errors, and ensure legal compliance in just a few clicks.

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Best practice

Best Practices for Creating Templates in Formtify

Introduction Creating templates in Formtify is simple — but creating clean, reusable, and scalable templates requires a bit of structure. Following a consistent naming convention

Best practice for Field Group

Learn how to structure and group fields effectively in FORMTIFY to enhance user experience, maintain logical form flow, and reduce errors in document automation.

Best Practices for Template Fields Configuration

Optimize your template fields in FORMTIFY with these best practices—covering field types, validation rules, labels, and layout for maximum automation efficiency and accuracy.

Best practice for Template Creation

Master the art of creating high-quality, legally-compliant document templates in FORMTIFY. Learn how to structure, label, and prepare templates for scalable automation