Introduction So far, you’ve uploaded documents and reviewed the extracted information. Now let’s take a step back and look at the bigger picture — managing all your OCR documents in one place! This article will show you how to find your files, sort and filter them, and even preview them without diving into edit mode. … Read more
Introduction If you’re using Formtify and wondering, “How do I update my account info?” — you’re in the right place! This article is all about managing your Profile Settings, including your name, contact details, payment information, password, and even linked accounts like Google. Everything is designed to be simple and secure, so you always stay … Read more
Introduction Sometimes, changes happen in your team — someone leaves, switches roles, or you just need to clean up your workspace. In this guide, we’ll walk you through how to remove users from your workspace, and how to transfer ownership if needed. Don’t worry, none of this is complicated, and you won’t break anything by … Read more
Introduction Whether you’re running a small team or a growing organization, keeping track of your workspace seats and subscription details is super important. Don’t worry — Formtify makes it easy to see how many seats you’re using, how many are left, and when your subscription renews. In this guide, we’ll walk through how to manage … Read more
Introduction Not everyone in your workspace needs the same level of access — and that’s perfectly okay! Formtify lets you assign different roles to control who can do what. Whether you’re managing billing, editing templates, or just filling out a document, each role has its place. In this guide, we’ll walk you through the different … Read more
Introduction In the previous guide, you learned how to upload documents and extract data using OCR. Now it’s time to turn that raw data into something reusable — by auto-filling it into a Field Group Data. This step is super handy when you want to save frequently used information, like customer profiles, company data, or … Read more
Introduction If you’ve already saved business, customer, or signer information using Field Group Data — you’re in luck! With just a few clicks, Formtify lets you auto-fill your templates using this reusable data. No more retyping the same values. Just select the group in your template, pick a saved data entry, and let Formtify handle … Read more