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Add fields to documents

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How to add editable fields to document templates

Document templates in Tallyfy work like smart forms - you fill in the blanks while the rest stays locked. This keeps every document consistent.

Requirements

  • You’ll need edit permissions for document templates.
  • Know which parts of your document need editable fields - what changes each time?

Types of editable fields

Tallyfy’s document editor supports three field types:

  1. Short Text - Names, titles, reference numbers.
  2. Long Text - Paragraphs and detailed explanations.
  3. Date - Deadlines, start dates, and similar.

Adding new fields

  1. Open the document template you want to edit.
  2. Click where you want the field to appear.
  3. Expand the New Fields section in the side panel.
  4. Pick your field type (Short Text, Long Text, or Date).
  5. Give it a clear name - “Customer Name” beats “Name” every time.
  6. Click Add to insert the field.

Reusing existing fields

You can place the same field in multiple spots without creating it twice:

  1. Click where you want to add the existing field.
  2. Expand the Existing Fields section in the side panel.
  3. Search or browse to find the field you need.
  4. Drag it into position in your document.

How fields work in launched documents

When someone launches a document template with fields:

  • They fill in the editable fields. That’s it.
  • If the same field appears in multiple places, they enter it once and it populates everywhere.
  • All other content stays locked.
  • Documents come out consistent every time.

Tips for using document fields

  • Name fields clearly. “Customer Name” prevents confusion. “Name” causes headaches.
  • Match field size to content. Short Text for company names, Long Text for detailed project descriptions.
  • Group related fields together.
  • Don’t go overboard. Too many fields overwhelm users. Keep it focused.
  • Test first. Launch your own document template before sharing it with others.

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