Users can build workflow templates in Tallyfy through three methods: starting from scratch with a blank canvas choosing Tallyfy AI assistance or uploading an existing SOP document for automated conversion.
Create a Table of Contents
Tallyfy Documents have a great feature - a structured ‘Table of Contents’. It makes organizing your content super easy! 📚
To create a table of contents in your document, use different headings. Here’s how it works:
- Start by selecting the text you want to include and mark it as H1 - the highest level heading. This will be the main section of your table of contents.
- If you want to add sub-sections or nested entries, select the text and mark it as H2 or H3. These will be the subheadings in your table of contents.
- Once you’ve formatted your document with the necessary headers, your Table of Contents is ready to view and use! It’s that simple.
But that’s not all! Tallyfy also has a Table of Contents in procedure templates. It’s available in ‘Preview’ mode and helps you navigate through the steps in the template.
Now you can easily organize your documents and procedures with the help of Tallyfy’s Table of Contents. Get started and make your content shine! ✨🚀
Tallyfy templates serve as reusable master blueprints for standardized processes that can be launched multiple times to ensure consistent and high-quality execution of procedures across an organization.
Documents > Add fields to document templates
A document automation system that lets users create standardized templates with editable form fields and reusable content blocks while maintaining document consistency.
Tallyfy enables standardization of business processes through three template types: procedures documents and forms which help create reusable master blueprints for consistent workflow execution.
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