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Add fields to document templates

How to add editable fields to document templates

Document templates in Tallyfy use a “fill in the blanks” approach, where specific fields are editable while the rest of the document remains read-only to maintain consistency.

Requirements

  • Access to create or edit document templates
  • Understanding of which fields should be editable in your document

Types of editable fields

Tallyfy supports three main field types for document templates:

  1. Short text - For brief responses such as names, titles, or IDs
  2. Long text - For paragraphs, descriptions, or detailed responses
  3. Date - For capturing deadlines, start dates, or other time-based information

Adding new fields

To add a new editable field to your document template:

  1. Open the document template in edit mode
  2. Position your cursor where the field should appear
  3. Click New Field in the toolbar
  4. Select the appropriate field type (Short text, Long text, or Date)
  5. Give the field a descriptive name
  6. Click Add to insert the field
Adding a new field

Reusing existing fields

To use the same field in multiple locations within your document:

  1. Position your cursor where you want to insert the field
  2. Click Existing fields in the toolbar
  3. Locate the field you want to reuse
  4. Drag the field into the desired location in your document
Selecting an existing field

Field behavior in document templates

When a document template with fields is launched:

  • Users are prompted to fill in the editable fields
  • The same value automatically appears in all instances of that field
  • The rest of the document remains read-only
  • Completed documents maintain consistency in formatting and structure

Best practices for document fields

  • Use descriptive field names that clearly indicate what information is needed
  • Consider the field length needed when choosing between short and long text fields
  • Group related fields together logically in the document
  • Limit the number of editable fields to keep documents streamlined
  • Test your document template by launching it before widespread use

Documenting > Documents

Document templates enable standardized business content creation through fixed layouts with editable fields while preserving consistent formatting across an organization’s documents and enabling efficient digital collaboration.

Features > Fill in the blanks

Transform any document into a fillable template with reusable content blocks and editable fields while maintaining version control through read-only sections and variable references.

Edit Templates > Add a description to a template

Adding a description to templates requires selecting Edit view clicking on the desired step and entering text in the Description drawer which auto-saves while template changes only affect future processes.
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