Support & FAQ
Getting started
Formidify is currently in private beta. Beta participants receive installation instructions by email; when Formidify reaches Microsoft AppSource, you will be able to install it from inside Word. Once the add-in is installed, the workflow is the same for everyone:
- Open a document in Word, then open the Formidify task pane from the ribbon.
- Click Analyze. Formidify reads the document locally and shows a summary — numbering scheme, style usage, fonts, and the issues it found.
- Choose what to review. Each issue category has a checkbox; untick anything you want to leave alone (for example, intentionally mixed fonts).
- Review each card. Every finding shows the problem, what's there now, and the suggested fix. Use Show in document to jump to the paragraph, then Accept or Skip.
- Apply. All accepted fixes are applied in one step. A single Ctrl+Z immediately afterwards undoes the whole batch.
Tip — set your firm's numbering style. On first run, Formidify asks which numbering convention your firm uses (Article/Section, 1.1.1, 1(a)(i), and more). Your choice becomes the pre-selected target whenever you convert a document to automatic numbering — and you can always override it per document. You can change the default any time in Preferences.
Frequently asked questions
Does my document leave my computer?
The text of your document — its sentences, clauses, and paragraphs — never leaves your computer. Formidify's formatting checks run locally inside Word. If you turn on the optional AI analysis, only redacted structural tokens are transmitted: style names, section-number tokens (like "Section 5.3"), font names, and short defined-term phrases. With AI analysis off, no document content is transmitted at all — the add-in sends only usage statistics (counts and categories, never text). The privacy policy draft lists exactly what those contain.
Do I need to be online or signed in?
No — the core of Formidify works offline. Rule-based checks (typed numbering, mixed fonts, numbering conflicts, heading styles) run entirely on your machine. Signing in enables the AI-assisted features — most importantly, suggestions for broken cross-references — and lets your preferences persist across sessions. If you see a "Working in offline mode" banner, rule checks still run normally; only the AI-assisted findings are hidden.
Can I undo what Formidify changes?
Yes. All accepted fixes are applied as a single Word "undo step" — pressing Ctrl+Z once, immediately after applying, reverses the entire batch. Nothing is ever changed without you accepting it first, and you can skip any individual suggestion.
What happens to my formatting when I convert numbering?
Converting typed numbers to Word's automatic numbering does not change your paragraph styles — Formidify builds the numbering underneath your existing text, so fonts, indents, and alignment stay as they are. One caveat: the number itself is now drawn by Word, so a section number that was hand-bolded will reappear as plain text (standalone ARTICLE headings keep their bold). The preview shows exactly how each heading will read before you apply, and one Ctrl+Z undoes the conversion.
Does Formidify work with tracked changes?
Mostly, with one caution. Style and font fixes are safe to apply alongside active tracked changes. Fixes that change text — correcting a section reference or removing a duplicate number prefix — can behave unexpectedly on paragraphs with active tracked insertions or deletions. Formidify shows a warning banner when your document has tracked changes; review text fixes carefully before accepting them.
Why didn't Formidify flag problems inside my tables?
By design, Formidify skips paragraphs inside table cells to avoid false positives — tables legitimately use different fonts, sizes, and numbering than body text. Formatting issues inside tables need to be corrected manually for now.
My firm numbers sections "ARTICLE I / 1.1" — can Formidify reproduce that exactly?
Not exactly, and honestly, neither can Word. In a single Word multilevel list, a Roman-numeral article ("ARTICLE I") and an Arabic section prefix ("1.1") would have to share the same counter, which Word can't display two ways at once. Formidify offers the closest available numbering styles and shows you a preview of each so you can pick the trade-off that suits your documents. Conversion is always opt-in — nothing is renumbered silently.
Quick troubleshooting
| Symptom | What to try |
|---|---|
| "Working in offline mode" banner | Rule checks still work. To enable AI-assisted findings, check your connection and sign in via Preferences. |
| "Scan failed" error | Click Retry. If it persists, check for document protection (Review → Protect Document in Word), which can block reading. |
| Applying fixes throws an error | Some protection or sharing settings prevent edits. Check Review → Track Changes and Protect Document. |
| Heading fix applied, but no automatic numbering appeared | The Formidify template isn't installed — see the FAQ above. Install it and rerun. |
| Two list items flagged as one issue | They may be separated by a line break (Shift+Enter) instead of a paragraph break (Enter). Replace the line break with a paragraph break and rescan. |
More detail on all of these is in the user guide provided to beta participants.
Contact us
Email support@formidify.ai and we'll get back to you. It helps if you include:
- what you clicked and what you expected to happen;
- any message shown in the Formidify pane (the pane displays its own diagnostics — no developer tools needed);
- your Word version (File → Account → About Word).
Please don't email us your documents — we don't need them to help, and Formidify support works the same way the product does: your document text stays with you.
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