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Tallyfy

Essentials

Turning static docs into live workflows

Tallyfy replaces static documents with live workflows through three template types. Instead of docs that gather dust, process documentation ↗ becomes repeatable, trackable work.

You get real-time tracking, performance data, and continuous improvement built in.

Template types

  1. Procedure Templates - Step-by-step workflows, SOPs, and standard procedures.

    • Best for processes with dependent steps - employee onboarding, purchase approvals, compliance procedures.
    • Automation rules skip or add steps based on form answers1.
    • Assign tasks to specific members or teams.
    • Track progress from start to finish.

  2. Document Templates - Policy documents, reference materials, and company procedures.

    • Consistent formatting with flexible content - social media policies, client guidelines, team protocols, compliance documents.
    • Add form fields so team members fill in specific details while the document structure stays intact.
    • Lock sections that shouldn’t change2 - keeps you compliant and on-brand.
    • Everything’s online. No downloads needed.

  3. Form Templates - Structured data collection (currently being updated - unavailable)

    • Gather business info in one go, without multi-step processes.
    • Mix question types and form fields for exactly what you need.
    • Export collected data or send it to other systems.

Which template type to pick

Procedure Templates - when you need to:

  • Track multi-step processes where order matters
  • Assign different steps to different people or teams
  • Enforce task completion in sequence (critical for compliance)

Document Templates - when you need to:

  • Create reusable documents with consistent formatting
  • Let people customize details within a locked structure
  • Build templates for contracts, proposals, policies, or standard communications

Form Templates - when you need to:

  • Collect structured data, requirements, or feedback in one shot
  • Create surveys, questionnaires, or data collection forms
  • Trigger automated workflows from submissions

Explore further

Check the sidebar for details on each template type:

Documenting > Templates

Tallyfy templates are reusable blueprints you create once and launch repeatedly. They assign…

Documenting > Documents

Tallyfy’s document templates let you create locked-down policies and reference materials with…

Introduction

Tallyfy turns business processes into self-running workflows in minutes. Create templates with…

Footnotes

  1. Rules use if-then logic based on kick-off form responses to dynamically modify workflow paths ↩

  2. Section locking ensures regulatory compliance by preventing edits to approved legal or policy text ↩

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