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 Raising capital in 2025 still comes down to one thing: clear, verifiable numbers — and yet most teams waste weeks reconciling spreadsheets, fixing formatting, and chasing signatures. If you manage HR, compliance, or legal, those delays create real risk: version drift, inconsistent cap tables, and stalled diligence that slow deals and burn runway. This […]
Introduction Pressure is mounting: regulators are tightening timelines, remote work has multiplied document sprawl, and legal teams are drowning in manual reviews and ad‑hoc templates that expose the business to risk. If you manage HR, legal, or compliance, you need a system that locks down retention, proves sign‑offs, and reduces repetitive work — and document […]
Introduction Distributed HR, multi‑state laws, and scattered documents are a fast route to missed deletions, audit gaps, and costly exposure. Legacy retention schedules—built for a single office and paper files—break down when employees cross jurisdictions or records live across ATS, HRIS, email and cloud drives. Document automation powered by Document AI lets you automatically classify […]
Introduction Every late signature, inconsistent lease clause, or missed notice chips away at revenue, reliability, and legal standing. Property teams juggling multiple portfolios still fight manual data entry at move‑ins, slow payment and signature collection, and unclear proof‑of‑delivery for notices — operational bottlenecks that cause rework, disputes, and unnecessary legal exposure. Document automation can stop […]
Introduction Remote teams exposed to a patchwork of state laws, changing wage rules, and tightened data‑privacy expectations create real compliance risk — fast. When employees live across state lines, ad‑hoc offer letters, inconsistent policies, or manual acknowledgement collection can lead to payroll errors, misclassification exposure, and costly audit headaches. HR and legal teams need repeatable […]
Introduction Why privacy‑first onboarding matters — Onboarding is one of the fastest routes for sensitive personal data to enter your systems: names, SSNs, health details, and signed authorizations all move through HR, payroll, benefits, and security teams. Fragmented processes, ad‑hoc templates, and rising state and federal privacy requirements turn routine intake into a compliance and […]
Introduction Hiring slows down when HR teams still wrestle with dozens of PDFs — offer letters, tax forms, background checks — and rely on manual transcription that creates delays, mistakes, and compliance exposure. Document automation can flip that script: by turning PDFs into structured inputs for your HR stack, you cut time‑to‑productivity, reduce errors, and […]
About Us
Formtify is smart document automation built to eliminate repetitive paperwork. Input once, update everywhere — no more copy-paste, just seamless workflows.