Tallyfy’s templates serve as reusable master blueprints for standardizing and scaling business processes while maintaining consistency and quality across multiple executions.
Essentials
For any recurring process - the very first step is to document that process. Tallyfy covers the full spectrum of types and modes of documentation. All of these master recipes are called templates.
There’s three kinds of templates:
- Procedures - Which suit step-by-step processes
- Documents - Which suit document templates where you fill-in-the-blanks to produce your customized version of the document
- Forms - Which suit scenarios where you just submit a form and you’re done. We call this “Submit and Done”. At present - Forms are not available as we are re-engineering how they work.
Discover more about documents on Tallyfy:
The system enables standardization of document templates with both fixed and editable content, allowing users to efficiently create, customize and share documents digitally while maintaining consistency across the organization.
Tallyfy offers three methods for template creation: starting from scratch, utilizing Tallyfy AI assistance, or converting existing SOP documents into automated workflow templates.
Documents > Add fields to document templates
Tallyfy’s document automation system allows users to create templates with editable form fields while maintaining document consistency and enabling content reuse across multiple templates through a simple drag-and-drop interface.
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