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Essentials

Process documentation in Tallyfy

Effective process documentation is the foundation for consistent, repeatable operations. Tallyfy provides three distinct template types to capture and standardize your business processes.

As a complete process documentation software ↗ solution, Tallyfy helps you transform static documentation into dynamic, executable processes that maintain consistency across your organization.

Template types overview

Tallyfy offers three template formats to address different documentation needs:

  1. Procedures - Step-by-step process workflows

    • Multi-step sequences with defined order and dependencies
    • Support for conditional logic and branching paths
    • Assignable tasks to specific members or groups
    • Progress tracking from start to completion

  2. Documents - Templates with editable fields

    • Standardized document structure with consistent formatting
    • Customizable fields for variable information
    • Read-only sections to maintain document integrity
    • Digital completion without downloading

  3. Forms - Streamlined data collection (Currently unavailable during re-engineering)

    • Single-submission data collection
    • Multiple field types for different data needs
    • Exportable responses for analysis
    • Simplified user experience

Choosing the right template type

  • Use Procedures when you need:

    • To track a multi-step process through completion
    • To assign different steps to different people
    • To establish dependencies between tasks
    • To ensure a specific sequence of operations

  • Use Documents when you need:

    • To standardize frequently used business documents
    • To maintain consistency while allowing limited customization
    • To create reusable templates for contracts, proposals, etc.
    • To collaborate on document creation

  • Use Forms when you need:

    • Simple, one-time data collection
    • To gather structured information efficiently
    • To create surveys or questionnaires
    • To initiate processes based on submitted data

Exploring documentation options

Navigate through the sidebar to learn more about each template type and how to implement them in your organization:

Documenting > Templates

Tallyfy templates function as reusable blueprints that enable standardized business processes through step-by-step workflows and document formats while ensuring consistent execution across organizations.

Features > Explain it once

The platform enables creation of standardized process templates through AI assistance document digitization multilingual support responsive design compliance tracking continuous improvement framework maintenance scheduling analytics integration and conditional logic capabilities.

Introduction

Tallyfy Pro serves as a comprehensive workflow automation platform that streamlines business operations through task automation real-time tracking standardized processes and continuous improvement capabilities.

Documenting > Documents

Document templates enable standardized business content creation through fixed layouts with editable fields while preserving consistent formatting across an organization’s documents and enabling efficient digital collaboration.
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