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 Cross‑border and multi‑state contracts are getting harder to write—and easier to get wrong. Governing‑law quirks, mandatory consumer and employment protections, divergent tax rules, and varying data‑transfer regimes mean a clause that’s safe in one place can create serious exposure in another. Use contract automation to surface the right jurisdictional language, select the appropriate DPA […]
Introduction When a single ill‑timed post can jeopardize customer trust, leak sensitive data, or spark a PR crisis, growing companies need crisp rules that protect the brand without muzzling legitimate employee expression. This guide gives HR, Legal, and Communications leaders a practical, enforceable social media and external communications policy that anticipates remote work realities, clarifies […]
Introduction Stop losing customers to checkout friction. If you manage legal, compliance, or HR for a growing business, you know every extra form, email, or handoff slows revenue and increases risk. Embedding contract automation into your customer portal lets buyers accept terms, sign, and pay without leaving the site—speeding deals while keeping legal controls and […]
Introduction Moonlighting is booming — and with it comes real exposure for employers. For HR, legal and people leaders, unmanaged side gigs can mean IP leaks, client conflicts, misclassification risk and awkward disputes that chew up time and money. This brief guide helps you strike the right balance between employee flexibility and protecting your business […]
Introduction If you’re an HR or compliance lead trying to implement a 4‑day week without creating payroll headaches, coverage gaps or legal exposure, you’re not alone — more small businesses want the benefits of shorter workweeks while avoiding the common pitfalls. This practical, template‑driven introduction lays out how to pick the right model, put clear […]
Introduction Managers waste hours drafting, routing and chasing routine HR letters — and every delay brings risk. Whether it’s a promotion notice, pay adjustment or a disciplinary communication, ad‑hoc documents slow hiring, frustrate employees and create compliance blind spots for HR and legal. With distributed teams and mobile-first workflows, the old pattern of downloading a […]
Introduction Hiring documents are your first experience of the company — and a common source of friction, exclusion, and legal risk when they aren’t accessible. Between remote workflows, e-signatures, and increasingly diverse candidate pools, organizations need hiring forms and offer letters that meet WCAG standards while staying easy to manage. Document automation and a well-curated […]
About Us
Formtify is smart document automation built to eliminate repetitive paperwork. Input once, update everywhere — no more copy-paste, just seamless workflows.