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  • Getting started
  • Features
    • Account & App Settings
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  • Best practices
  • Changelog
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Account & App Settings

Profile Settings

July 3, 2025June 14, 2025 by Tam Ho

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

Categories Account & App Settings

Change Password

June 14, 2025 by Tam Ho

Coming soon...

Categories Account & App Settings

Getting started
  • Quick Start Guide – Create Documents Instantly with Formtify Templates
  • Tutorials
    • What Is a Template in Formtify?
    • Create a template from document.
    • Upload templates
    • Customize Field
    • Create documents with Templates
Features
  • Account & App Settings
    • Profile Settings
    • Change Password
  • AI Assistance
    • AI Writing Suggestions for Document Fields
    • Using the AI Chatbot
  • Field
    • Field Introduction
    • Function type Field
    • Customize Field
  • Field group
    • Field Group Introduction
    • Create a Field Group
    • Create Field Group Data
  • Mapping & Auto-fill
    • Overview of Mapping Logic
    • Auto-fill from OCR to Template
    • Auto-fill from Field Group to Template
    • Auto fill from OCR to Field Group
  • OCR Centre
    • OCR introduction
    • Upload Documents to OCR Centre.
    • Review OCR Documents
    • Download OCR Data
    • Manage OCR Documents and Preview
  • Template management
    • My templates – Manage your uploaded templates efficiently
    • Template Gallery – Discover & Use Ready-Made Templates
  • Use Template
    • Create documents with Templates
    • Save progress / completed docs with record
  • Workspace
    • Workspace introduction
    • Roles & Permissions (Owner, Admin, Editor…)
    • Seat Management & Subscription Info
    • Remove or Transfer Users
Best practices
  • Best practice for Template Creation
  • Best Practices for Template Fields Configuration
  • Best practice for Field Group
  • Best Practices for Creating Templates in Formtify
Changelog
  • Initial release
  • Bug fixed
    • Bug Fixed – Bye-Bye, Pesky Bugs! - 19/02/2025
  • Improvement
    • Improvements – Smoother, Faster, Better! - 19/02/2025
    • Improvements – Smoother, More Intuitive Experience! - 12/03/2025
  • New features
    • New Features – Fresh & Powerful Additions! - 19/02/2025
    • New Features – Fresh & Powerful Additions! - 12/03/2025

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