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:
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.
Adding new fields
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.
Reusing existing fields
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.
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.
The process enables automatic document creation by connecting Tallyfy form field data to document generation services through middleware tools like Zapier or Microsoft Power Automate for seamless workflow automation.
Guidance text can be added below form fields in tasks by entering instructions in the Advanced section of field settings which will appear in italics and can include clickable URLs.
Tallyfy’s automated table of contents system dynamically organizes document headings into a navigable structure that updates in real-time without manual intervention unlike traditional word processors.
Tallyfy empowers users to create reusable workflow templates through multiple methods including AI assistance manual creation and document uploads while offering customization options for efficient process management.
