Formtify roadmap

[Smart Mapping] Automatically map source and target when clicking "Map with AI" #1

[Document fill page] Make the fill page responsive on mobile/tablet #2

[Login] Automatically login after the user clicks the magic link when invited or logging in #3

[Mailchimp] Sync newly registered users to Mailchimp audience #4

[History] History for the entire template set #5

[Mapping] [Field Group] Implement mapping for other fields #6

[Email Marketing] - Import email list, auto-create accounts & track sending and login status #7

[Sign up] Fix message for sent activation email #8

[Entire site] Clicking the scroll button opens a new tab #9

[Mapping] Save Mapping #10

[Sign up] Revise sign-up flow – UI and restriction not implemented yet #11

Link listing all Formtify TLS URLs for TikTok #12

UI for AI Suggest button #13

[History] Find a way to show downloaded documents #14

Improve validation messages #15

[OCR Review] Add tooltip to fields that are truncated (...) #16

[Edit record] There must be a way for users to return to fill state, not editing record #17

[OCR] OCR review page #18

[Mapping] Map arrays in OCR Document #19

[OCR] Allow users to add more Fields on the OCR review page #20

[OCR] Next and Prev for OCR Document on the review page #21

[AI] AI Suggestions to quickly fill Fields #22

[Mapping] Map from OCR to Field Group #23

[Mapping] [OCR] Switch OCR document – Step 2.1 (branching at step 2) #24

[Admin document] Fix upload with added validation + update Excel file #25

[OCR] Allow PDF file upload #26

[SEO] Improve metadata display when sharing links on Facebook #27

[OCR] Display table within table, object address inside table #28

[Pricing] Owner buys seats for invited users #29

[OCR] If image not available, show "no data" #30

[My template] Add language and cover for user templates/sets (optional) #31

[Slug] Adjust redirects so that Googlebot can follow #32

[Workspace] Add confirmation popup, improve UI #33

[Admin Document] Bulk upload covers #34

[SEO] Create a job to update sitemap every 2 weeks #35

Propose UX improvement – Save profile immediately while creating template #36

[ES] Advanced search #37

[Smart mapping] Review smart mapping – Flat Fields #38

[Smart mapping] Review smart mapping – Flat Fields #39

[Document Fill Page] Change the method for converting DOCX to HTML #40

[Search] Implement Elasticsearch #41

[Doc Hub] Contact Us page – Empty #42

[OCR] Improve validation when mapping via OCR #43

Display time based on browser – Short description #44

Support .doc files #45

[Date Format] [Field Group] Field Group page will display inputs according to the date format in data option #46

[Document Fill Page] Add search bar and pagination to field group selection section #47

[Date Format] [Document Fill Page] Display date fields according to the format defined in data option #48

[Date Format] [Field Group Configuration] [Template Configuration] Add date format to date field\'s data option #49

[Date Format] Date preference #50

Chatbot assistant #51

[Field Group] Edit layout of field group #52

[OCR] OCR for Vietnamese ERC #53

[Template Param Config] Suggest formulas and parameters in data option for function parameter type #54

[OCR] Auto-detect address levels based on permanent address using database #55

[User Settings] Change password #56

[AI] AI Translation #57

[User Walkthrough] Tooltip guide for first-time login users #58

[FE] Embed Supabase Auth UI into Formtify web #1

[Appsumo] Allow users to enter redeem code to activate plan for workspace #2

[Category] New UI #3

[Express] Create a quick fill page for users #4

[Upload] Import/export configurable fields via Excel #5

[Settings] Workspace billing information #6

[Settings] [My Account] Update personal information #7

[Credit] Credit system #8

[Pricing] Flow for adding users to Workspace #9

[Pricing] Manage Free plan by Workspace #10

[Pricing] Purchase single-use credits #11

[Pricing] Users on Free plan vs. Paid plan #12

[UI] Dashboard page – add more information and update UI #13

Pricing #14

[Document Fill Page] Display UI when template has no field key #1

[PostHog] Integrate PostHog, identify and reset user on login/logout #2

[Intercom Messenger Integration] – Integrate Intercom Messenger into the Single Page Application #3

[Sign up] Fix validation message #4

[Pricing] [OCR] Block OCR upload when workspace does not have an active plan #5

[Pricing] [Menu] Update pricing UI to “Coming Soon” page, hide credits from the menu #6

[Settings] [My Account] Load user info from storage into My Account section #7

[Template] Auto-generate thumbnail from the first page of DOCX file in the template #8

[My Template] Attach folderId to URL to return to the correct previous folder #9

[Dashboard] UI for Dashboard section #10

[Mapping] UI – Source and Target Fields selection section in Mapping #11

[Upload] Customize field after uploading #12

[Mapping] [OCR] Select Mapping Fields for OCR to Template Set / Field Group Data – Step 2 #13

[Mapping] [Field Group] Map Field Group to Template #14

[Mapping] [OCR] Upload OCR document in Auto-fill Feature – Step 1.1 (branch) #15

[Document Fill Page] Use Shift + Tab to return to the previous field #16

[Mapping] [Field Group] Add validation for Field Group #17

[Settings] [Workspace] [Manage User] Move workspace settings into Settings section #18

[OCR] Download data for approved documents – [Step in flow: 4] #19

[OCR] Manage OCR documents – Preview File #20

[OCR] Filter/Sort for OCR documents #21

[Pricing] Mail form templates #22

[Template Preview] Show short description with "read more" style #23

[SEO] Fix meta descriptions for Template Set Preview, Template Preview, Use Template pages #24

[Pricing] [Desktop] UI for pricing page, order summary, success/failure #25

[OCR] OCR Landing Page #26

[UI] Update Login/Signup UI #27

[Template Gallery] Redesign template gallery page UI #28

[My Template] Allow users to enter description for template/set #29

[Mapping] [OCR] Select OCR document in auto-fill with OCR – Step 1 #30

[OCR] Download data – [Step in flow: 4] #31

[OCR] Manage OCR documents – [Step in flow: 3] #32

[OCR] Upload OCR document – [Step in flow: 1] #33

[UI] Revamp all pages according to the UI design system #34

[OCR Module] Review extracted information – [Step in flow: 2] #35

[Document Fill Page] Add breadcrumb to the fill page #36

[Function Data Option] Convert numbers to words #37

[SEO] Sitemap for the app #38

[SEO] Configure X-Robots-Tag: noindex, nofollow for static images on CDN and 404 pages to prevent indexing #39

[SEO] [OG Tags] Configure OG tags for main website pages to optimize link sharing appearance #40

[SEO] [Canonical Link] Configure canonical and robots meta tags for main pages to improve SEO #41

[SEO] [Meta Tags] Configure meta tags for all pages #42

[UI] Research font weight to match design accurately #43

[Doc Hub] Convert 3 pages: About Us, Terms of Use, Privacy Policy #44

[History] Save and edit record #45

[Category] Show both templates and template sets under category #46

[History] Create history page #47

[My Template] Allow uploading templates that do not belong to any template set #48

[Admin Document] Allow uploading templates that do not belong to any template set #49

[Search] Display templates and template sets in search results #50

[Field Group] Add API for Field Group section #51

[Slug] Redirect after slugified URL #52

[Error Page] 404 page UI #53

[Home] New UI #54

[Dashboard] Mobile responsive #55

[Template Gallery] UI for template gallery and template preview #56

[Document Fill Page] New UI v2 #57

[Template Collection] Update UI #58

[Search Result] [Mobile] Update search UI for mobile #59

[Header/Footer] [Mobile] Display header/footer on mobile #60

[Header/Footer] Show header/footer before and after login #61

Google Tag Manager #62

[Featurebase All-in-one Widget] Integrate All-in-one widget with Featurebase #63

[SLUG] Slug-friendly URL for templates and template sets #64

[Non-users] Create session for non-logged-in users #65

[Non-users] Allow non-users (not logged in) to create documents #66

[Login] When logged out on any screen, redirect back to that screen after login #67

[System Document] [Admin Document] Update admin document page to include language, description, and status for templates and template sets #68

[Footer] Add social media links #69

[Footer] Link Contact Us to Google Sheet #70

[Cookie] Cookie Consent #71

[User Setting] Change workspace currency #72

[Permission] Restrict Template Collection and Field Group Config page to Admins #73

[Package] Free plan as default package #74

[System] UI for system-level permissions #75

[Log in] Handle flow for both logged-in and not-logged-in users #76

[Sign Up] Sign-up interface #77

[Log In] Forgot password #78

[Login] Login interface #79

[Document Repository] Document repository interface #80

[Document Fill Page] Document fill page – New UI/UX #81

[Session] Show modal when session expires #82

[Sign Up] Sign up with email #83

[Header Search] Search via header search bar #84

[Document Repository] Upload files into created folders #85

[OCR] OCR in Profile #86

[Parameter List] Extract parameters #87

[OCR] OCR in Document #88

[FOOTER] Create Footer #89

[HEADER] Create Header #90

Workspace Management Page #91

Create login page for Formtify app #92