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 One untested variable, a skipped locale clause, or a broken conditional can turn automated documents into expensive compliance failures — missed offers, incorrect compensation, or jurisdictional gaps that trigger rework and legal risk. As teams scale hiring and contracts across states and countries, document automation promises speed, but without robust QA it simply spreads […]
Introduction Remote teams are living in a security paradox: flexible work boosts productivity but also explodes your attack surface—unmanaged devices, drifting privileges, inconsistent retention, and slower incident response create real breach and audit headaches. Document automation can turn one‑off rules into repeatable controls and stitch them into a consistent policy management framework, enforcing device posture […]
Introduction Stay compliant without the chaos. Regulatory updates, vendor contract clauses, and platform terms can change overnight, and manual reviews leave Legal, HR, and Compliance teams constantly playing catch‑up. That scramble creates inconsistent language, missed obligations, and audit gaps — risks no growing business can afford. Document automation—powered by Document AI—can turn that reactive grind […]
Introduction Remote teams expanded fast — and so did the attack surface. Unpatched personal devices, casual file-sharing, unclear incident reporting, and scattered vendor agreements turn everyday remote work into compliance and security risk. If you manage HR, legal, or security, you’re balancing enforcement, privacy obligations, and the friction of getting people to acknowledge and follow […]
Introduction Are inconsistent rules, ad‑hoc warnings, and scattered handbooks creating confusion and legal risk for your growing business? Managers who wear multiple hats need clear, compact employee conduct standards that deliver consistency, fairness, and legal protection. These workplace policies cut through uncertainty with plain‑language guidance on attendance, dress and customer‑facing conduct, conflict disclosures, and practical […]
Introduction When policy acknowledgements are scattered across shared drives, inboxes, or paper copies, HR teams face preventable legal risk, inconsistent enforcement, and audit headaches. Manual tracking means missed renewals, disputed notice, and managers left without a defensible record. Policy Acknowledgement Automation centralizes sign-offs and, through document automation, brings predictable distribution, automated reminders, e‑signatures, timestamps, and […]
Introduction Why this matters: Regulatory scrutiny, remote work, and high‑profile data breaches have turned HR and legal files into mission‑critical liabilities. For compliance and people leaders, a misfiled contract or an unprotected personnel record can mean fines, disrupted operations, and eroded trust. Effective cloud storage must therefore balance strict retention rules with airtight encryption and […]
About Us
Formtify is smart document automation built to eliminate repetitive paperwork. Input once, update everywhere — no more copy-paste, just seamless workflows.