Skip to content

Add fields to document templates

How to add editable fields to document templates

Document templates in Tallyfy work like forms where you can fill in specific blanks (fields). The rest of the document stays the same to keep everything consistent.

Requirements

  • You need permission to create or edit document templates.
  • You should know which parts of your document need to be editable fields.

Types of editable fields

You can add three main types of editable fields to document templates:

  1. Short text - For short answers like names, titles, or IDs.
  2. Long text - For longer answers like paragraphs or descriptions.
  3. Date - For picking dates like deadlines or start dates.

Adding new fields

To add a new editable field to your document template:

  1. Open the document template you want to edit.
  2. Click where you want the field to go.
  3. Click New Field in the toolbar above the document.
  4. Choose the type of field you need (Short text, Long text, or Date).
  5. Give the field a clear name so people know what to enter.
  6. Click Add to put the field in the document.

Reusing existing fields

If you need to use the same field in several places in your document:

  1. Click where you want to add the existing field.
  2. Click Existing fields in the toolbar.
  3. Find the field you want to use again in the list.
  4. Drag that field into the spot you chose in the document.

How fields work in launched documents

When someone uses (launches) a document template that has fields:

  • They will be asked to fill in the editable fields.
  • If you used the same field multiple times, the value entered once will show up everywhere that field appears.
  • The rest of the document cannot be changed.
  • This keeps the final documents consistent in their look and structure.

Tips for using document fields

  • Give your fields clear names so people understand what information to put in.
  • Think about how much text someone might need to enter when deciding between short and long text fields.
  • Put related fields close together in the document.
  • Try not to add too many editable fields, to keep the document simple.
  • Test your document template by launching it yourself before others use it widely.

Documenting > Documents

Tallyfy document templates are pre-made layouts with fixed content and editable fields that enable organizations to create consistent professional documents while allowing customization for specific needs and maintaining brand standards across all teams.

Features > Fill in the blanks

Tallyfy enables users to replace document cloning with smart templates that combine unchangeable standard text with customizable fill-in-the-blank fields snippets for reusable content blocks and variables that automatically pull in previously collected data to streamline document creation and reduce errors.

Tasks > Types of form fields

Tallyfy offers nine form field types including short text long text dropdown list checklist radio buttons date file upload table and assignee picker fields that can be configured as required or optional with guidance text and various validation options to collect structured data throughout workflow execution.
Get in touch
About Tallyfy