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 Auditors don’t wait for tidy folders. If you manage HR, compliance, or legal records, you’ve felt the pressure: a discovery request, a regulator’s notice, or an internal investigation can expose messy storage, inconsistent retention and untraceable access — and quickly turn into fines, legal risk, and lost time. Remote work and distributed teams have […]
Introduction Starting a company is exhilarating — and legally risky. Missed IP assignments, messy cap tables, or poorly documented financings can slow hires, create ownership disputes, or sink a raise. This downloadable bundle gives you ready-to-use incorporation papers, SAFEs, operating and employment agreements, NDAs and investor documents so you can move quickly with clean, consistent […]
Introduction Vendor intake is where risk, commercial terms and people processes collide — and when it’s manual it becomes a bottleneck: slow approvals, inconsistent DPA handling, and avoidable compliance gaps that frustrate legal, procurement and HR. Document automation and no‑code workflows let teams turn triage into consistent decisions: auto‑attach DPAs, surface high‑risk answers, and route […]
Introduction Navigating rapid regulatory changes and increasing internal complexity, today’s legal and HR teams face a crucial question: how can you ensure every policy is current, compliant, and accessible—without drowning in manual paperwork or risking costly errors? The right policy management software can transform this maze into an organized, automated process: centralizing documents, tracking changes, […]
Introduction Managing policies in today’s fast-paced, highly regulated business world can feel overwhelming. Routine policy changes, scattered documentation, and mounting compliance demands often leave HR, legal, and compliance teams questioning whether they’re truly in control—or merely reacting to the next urgent update. Manual processes, from version tracking to collecting staff acknowledgements, slow everything down and […]
Introduction Staying compliant in today’s rapidly shifting workplace landscape is more challenging than ever. With teams spread across cities, states, and even continents, ensuring that every employee is up to date on the latest company policies can feel like an impossible task. Manual emails, outdated PDFs, and scattered documents leave businesses exposed to risk and […]
Introduction Have you ever found yourself buried under mountains of contracts or HR records, dreading the slow manual hunt for the right details? With today’s fast-evolving business landscape and increasing compliance demands, legal and HR teams can no longer afford to waste time or risk costly errors on manual document management. There’s a growing need […]
About Us
Formtify is smart document automation built to eliminate repetitive paperwork. Input once, update everywhere — no more copy-paste, just seamless workflows.