Introduction
If you work with contracts, forms, or reports regularly, you probably repeat this process: open a file, change a few details (like name, date, or company), save it under a new name, and send it out.
It works — but it’s slow, error-prone, and hard to manage at scale.
Formtify helps you turn these repetitive documents into reusable templates.
Template vs. Document: What’s the Difference?
A document is the final version you send, with all the actual data filled in.
A template is a reusable version of that document where the changeable parts are replaced with field keys.
Instead of writing:
This agreement is made between John Doe and ACME Corp on March 1, 2025.
You write:
This agreement is made between {client_name} and {company_name} on {contract_date}.
When used in Formtify, those placeholders will be automatically replaced with the values you enter — no manual editing needed.
Visual Comparison
You can better understand the difference through these two examples:
Image 1: A real document with all data filled in
Image 2: A template with placeholders like {client_name}, {company_name}, and {contract_date}
What Is a Field Key?
A field key is a placeholder that tells Formtify where to insert data. You write it directly in your .docx file using curly braces.
For example:
- {client_name}
- {contract_date}
- {invoice_total}
- {representative_title}
These keys represent dynamic values. When you fill out a form or connect data, Formtify uses them to generate the final document.
Why Templates Matter
Templates help you:
- Save time by avoiding repetitive edits
- Reduce human errors
- Ensure formatting and branding stay consistent
- Automate document creation for scale
If you work with similar documents every day, templates are the fastest way to streamline your process.mportant
Note
Automatic generation of field positions from completed documents (without field keys) is not available yet. We’re working on it.
What’s Next?
In the next guide, you’ll learn how to create and upload your own template to Formtify. We’ll walk you through preparing your .docx file, placing field keys, and getting ready to generate documents with just a few clicks.