Roadmap 25/3/2025 – Formtify Documents

Table of Contents

In review

Results sent to OneDrive or Google Drive
Download as PDF
Uploading a DOC file
Autosave
The Field Group page will display inputs according to the data option format
Add a search bar and pagination to the field group selection on the document fill page
When logged out, return to the previous screen after logging back in
Display date fields on the document fill page according to the date format in the data options
Manage system fields
Display buttons based on admin or user permissions
Research current data types and text area fields
Chatbot assistant: Search contract list and suggest results
Add document types for ERC, tax, customs, etc.
AI-assisted template creation from pre-existing files or fields
Mail merge functionality
Create a system workspace for admins to process Formtify Excel files
Separate foreign and Vietnamese document storage with filters
System management package configuration
Volume and educational discounts for packages
Add new users and send confirmation emails for workspace access
Transfer admin rights for workspaces
Edit profile layout
Suggest formulas and parameters in data options for function parameter types in template parameter configuration
Automatically derive address levels from the registered address based on a database
Configure input field positions in the profile
AI suggestion feature
AI translation feature
Profile search functionality
User walkthrough tooltips for first-time logins
Create a transaction history page
History-related functions
Navigation description for history

Save as draft function
Add date format to the data options of the date field in field group configuration and template configuration
Date preference settings
OCR for Vietnamese ERC
Change password in user settings
Create a user settings screen