Steps to auto fill with OCR. Step 1: Click Auto-fill with OCR at the Group you want to use to open the Upload documents pop-up. Step 2: Upload the document and choose the document type. Step 3: Set Up OCR Field Mapping (If Not Configured Yet) If this is your first time using OCR auto-fill, … Read more
Introduction If you’ve ever thought, “Why do I need to match fields at all?” — this article is for you! Mapping is what helps your data flow smoothly between uploaded OCR documents, saved Field Groups, and the final templates you want to generate. Think of it like connecting the dots between what the system reads, … Read more
Introduction Previously, we explored how to fill in a document using a template in Formtify. But what if you’re halfway through and need to pause? Or you want to keep a copy of a document you already filled and downloaded? In this guide, we’ll show you how to save any version of your document — … Read more
Introduction Once you’ve reviewed your OCR documents and everything looks good, the next step is downloading the extracted data. This is super handy when you want to back up your results, send them somewhere else, or use them in another tool. Right now, all downloads are in JSON format — which is great for developers … Read more
Introduction In the previous article, you uploaded documents to the OCR Centre. Now it’s time to review the information that was pulled out from those files — kind of like checking homework done by an AI assistant! This step is where you make sure everything looks right. You’ll see the scanned document on one side, … Read more
Introduction In the previous article, you learned how OCR helps automate your document review process by extracting data automatically. Now it’s time to take the first real step: uploading your documents to the OCR Centre! This guide will show you the different ways you can upload your files, what types of documents are supported, and … Read more
Introduction Creating templates in Formtify is simple — but creating clean, reusable, and scalable templates requires a bit of structure. Following a consistent naming convention for your field keys will make your templates easier to understand, maintain, and collaborate on — especially in larger teams or complex documents. This guide walks you through the best … Read more
Explore FORMTIFY’s March 2025 roadmap update – discover new AI-powered features, enhanced OCR capabilities, and legal-ready templates designed to automate document workflows, boost productivity, and ensure compliance across industries.
FORMTIFY officially launches! Learn how this AI-powered document automation platform transforms document creation with OCR, smart templates, and flexible pricing—designed for professionals, freelancers, and small teams looking to save time and stay compliant.
Learn how to structure and group fields effectively in FORMTIFY to enhance user experience, maintain logical form flow, and reduce errors in document automation.