Document templates provide pre-made layouts with fixed content and editable fields that enable standardized business documents while allowing users to input specific details through a consistent online interface.
Add 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.
- You need permission to create or edit document templates.
- You should know which parts of your document need to be editable fields.
You can add three main types of editable fields to document templates:
- Short text - For short answers like names, titles, or IDs.
- Long text - For longer answers like paragraphs or descriptions.
- Date - For picking dates like deadlines or start dates.
To add a new editable field to your document template:
- 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 the type of field you need (Short text, Long text, or Date).
- Give the field a clear name so people know what to enter.
- Click Add to put the field in the document.
If you need to use the same field in several places in your document:
- Click where you want to add the existing field.
- Click Existing fields in the toolbar.
- Find the field you want to use again in the list.
- Drag that field into the spot you chose in the document.
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.
- 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.
Document templates with fillable fields reusable text snippets and automatic data variables eliminate manual copying while ensuring consistency and accuracy across business documents.
Tallyfy streamlines process documentation through three template types: Procedures for step-by-step workflows Documents for standardized forms and Forms for simple data collection enabling consistent execution across organizations.
A comprehensive guide detailing various form field types in Tallyfy including short text long text dropdown lists checklists radio buttons date fields file uploads tables and assignee pickers along with their specific use cases settings and configuration options.
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