Support & FAQ

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 lists exactly what those contain.

No — the core of Formidify works offline. Rule-based checks (typed numbering, mixed fonts, numbering conflicts, heading styles) run entirely on your machine. Broken cross-references are listed either way, with the document's nearest real sections to pick from. Signing in enables the AI-assisted features — the AI's own best-guess target for a broken reference, and help with ambiguous headings — 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 extras are hidden.

Yes. Accepted fixes are normally applied as a single Word "undo step" — pressing Ctrl+Z once, immediately after applying, reverses the entire batch. A numbering conversion is stored by Word as two or three undo steps, so keep pressing Ctrl+Z until it is fully reversed. Nothing is ever changed without you accepting it first, and you can skip any individual suggestion.

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 pressing Ctrl+Z two or three times undoes the conversion.

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.

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.

Yes. Roman-numeral articles over Arabic sections — ARTICLE II holding Section 2.1, 2.2 — are built-in numbering styles, as are two-digit "Section 1.01" sections and the LSTA credit-agreement form. They rely on a numbering setting in current Microsoft 365 Word for desktop (version 2306 or later); on older versions those styles don't appear. Roman articles over a bare "1.1" (no word "Section") have no built-in style — pick the closest and adjust the level in the numbering designer. The preview shows exactly what you'll get, and conversion is always opt-in — nothing is renumbered silently.