Streamline I‑9, Tax & Payroll Documents: Automated Onboarding Templates, OCR Capture and E‑Sign Workflows for Small Businesses
No‑Code Virtual Internship Onboarding: A 7‑Template Checklist to Automate NDAs, Stipends, Mentor Matching and E‑Sign
Compliance‑Ready Offer‑to‑Onboard for Regulated Hires: Automate Background Checks, HIPAA Consent & DPA Workflows
Automate Employee Micro‑Credentials & Skill Badges: Template Workflows to Track Training, Certifications and Onboarding KPIs
Embed Risk Scoring Into Contract Templates: Automate Approval Gates with Document AI & Workflow Rules
Retail Returns & POS Paperless Workflows: Build Offline‑First, Audit‑Ready Documentation for High‑Volume Stores
Introduction Revenue is leaking from contracts you already signed. Rogue discounts, missing indemnities, inconsistent payment terms and slow approvals quietly shave ARR and create audit headaches — especially as sales teams push for speed. If you manage compliance, HR, or legal in a growing company, you don’t need a lecture; you need practical controls that […]
Introduction Stop audit findings from piling up — turn them into repeatable, defensible action. Risk Remediation Playbooks map each finding to clear remediation tasks, owners, deadlines and reusable legal templates, and pair that structure with document automation to assemble documents, route approvals and capture evidence. Read on to learn how to: turn findings into task-and-document […]
Introduction When a regulatory inquiry, data breach, or employee dispute hits, delay equals risk: missed notices, haphazard preserves, and incomplete metadata can turn a manageable matter into a costly investigation or sanction. For counsel, HR and records teams operating across cloud apps and remote endpoints, the real challenge is proving you preserved the right data […]
Introduction Hiring quickly without tripping over compliance is one of the biggest headaches for growing UK small businesses: missed right‑to‑work checks, unclear notice periods, muddled holiday pay calculations and overbroad restrictive covenants can all turn a new hire into a costly dispute. This step‑by‑step guide helps you build clear, compliant employee agreements and practical templates […]
Introduction If your organization spans time zones, devices, and employment types, distributing a new policy is more than hitting send — it’s about ensuring reach, correct localization, and provable proof of receipt. Fragmented systems, informal acknowledgements, and ad-hoc translations leave gaps that expose you to compliance risk and force legal and HR teams into time-consuming […]
Introduction Why it matters: Hiring across time zones shouldn’t feel like passing a paper stack back and forth. Yet offer letters stall in inboxes, background checks languish in handoffs, and onboarding paperwork becomes a game of copy‑and‑paste — all of which slow hiring, frustrate candidates, and increase compliance risk for distributed teams. How to fix […]
Introduction Hiring is a race: slow negotiations lose talent, but rushed or poorly scoped deals create legal exposure. Between complex compensation, equity and severance mechanics and jurisdictional covenant rules, HR and legal teams today juggle speed, consistency, and risk — often with too many email threads and version conflicts. Document automation, guided clause libraries, and […]
About Us
Formtify is smart document automation built to eliminate repetitive paperwork. Input once, update everywhere — no more copy-paste, just seamless workflows.