Transform any document into a reusable template with editable fields and reusable content blocks while maintaining document consistency across your organization.
Add fields to document templates
Are you tired of trying to maintain consistency in your Word or Google Docs templates? With Tallyfy, you can say goodbye to the mess of countless variations and uncontrolled changes. Our document templates provide a solution by allowing you to add editable form fields while keeping the rest of the document read-only.
Gone are the days of manually customizing each template. Tallyfy lets you create snippets and embedded templates, enabling you to edit a single block of content once and have it reflected across all relevant templates and processes. It’s like building with Lego bricks!
So how can you add editable fields to your document? It’s simple!
To add a new field, click on New Field and select the type of field you want to add to your document. You can add Short text, for something like the name of a client or a project, Long text for a description or notes and Date for a deadline or the current date!.
Click on Existing fields and drag the one you want to use into your document - they will fill in with whatever the value collected was - great for fields where you collect the data once e.g. “First Name” but then have to pull it into many different slots throughout the document without re-entering it again.
With Tallyfy, document automation has never been easier. Say goodbye to inconsistency and hello to efficiency. Try Tallyfy today and revolutionize your document management process!
Digital document templates enable standardization of business documents through a system of read-only and editable fields which can be launched and customized without downloading while maintaining consistency across all users.
Tallyfy templates serve as reusable master blueprints for standardized processes that can be launched multiple times to ensure consistent and high-quality execution of procedures across an organization.
Users can build workflow templates in Tallyfy through three methods: starting from scratch with a blank canvas choosing Tallyfy AI assistance or uploading an existing SOP document for automated conversion.
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