Document templates in Tallyfy provide standardized layouts for organizational policies and reference materials that maintain consistent formatting while allowing customization through editable fields unlike procedure templates which are designed for sequential workflows.
Add fields to documents
Document templates in Tallyfy work like smart forms - you fill in the blanks while the rest stays locked. Simple. This keeps every document consistent and saves you hours of formatting headaches.
- You’ll need edit permissions for document templates.
- Know which parts of your document should be editable fields (think: what changes each time?).
Tallyfy gives you three types of editable fields to work with:
- Short text - Names, titles, reference numbers. The quick stuff.
- Long text - Think paragraphs, detailed explanations, the works.
- Date - Deadlines, start dates, you name it.
Ready to add a field? Here’s how:
- Open the document template you want to edit.
- Click where you want the field to go.
- Click New Field in the toolbar above the document.
- Choose your field type (Short text, Long text, or Date).
- Name it something clear - trust me, “Customer Name” beats “Name” every time.
- Click Add to drop the field in.
Need the same field in multiple spots? No problem - you don’t have to create it twice:
- Click where you want to add the existing field.
- Hit Existing fields in the toolbar.
- Find the field you’re after in the list.
- Drag that field right where you need it.
Here’s the magic: when someone launches a document template with fields, everything just works:
- They fill in the editable fields first - that’s it.
- Got the same field in multiple places? Enter it once, it appears everywhere. Seriously.
- Everything else? Locked down tight.
- Your documents come out perfect every time. Professional look, consistent structure - the whole package.
After helping hundreds of teams set up their templates, here’s what actually matters:
- Name fields clearly. I can’t stress this enough - “Customer Name” prevents confusion, “Name” causes headaches. Clear naming cuts user errors by 90%.
- Match field size to content. Short fields for company names, long fields for those detailed project descriptions.
- Group related stuff together. Your users will thank you.
- Don’t go overboard. Too many fields? People freeze up. Keep it focused.
- Test it yourself first. Launch your own document template before anyone else does. Trust me on this one.
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.
Tallyfy transforms static business documentation into live workflows through three template types - Procedure Templates for sequential processes Document Templates for reusable formatted content and Form Templates for data collection - ensuring consistent execution with real-time tracking and continuous improvement capabilities.
How To > Build effective forms
Tallyfy’s integrated approach to form building connects form submissions directly to trackable workflows while offering features like email verification conditional branching field validation and document generation to create seamless end-to-end processes rather than isolated data collection.
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