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.
Tam Ho
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
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.
Create documents with Templates
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.
Customize Field
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 the fields that were automatically extracted from your document. If you haven’t uploaded a template yet, we recommend starting with the article “Upload templates”. In this guide, we’ll walk you … Read more
Upload templates
Upload your own templates to FORMTIFY and turn them into automated, editable documents with AI-powered fields, smart detection, and instant OCR processing.
Create a template from document.
Learn how to build dynamic document templates in FORMTIFY using field keys for automated form filling, smart data mapping, and seamless workflow integration.
What Is a Template in Formtify?
Discover how FORMTIFY templates work, what makes them legally robust, and how they simplify document creation across industries and use cases.
Function type Field
Understand how to use function-type fields in FORMTIFY templates to perform calculations, conditional logic, and automated data processing in your documents.
Field Introduction
A beginner-friendly overview of fields in FORMTIFY—learn about field types, how they work, and how to use them effectively in your templates.