Tallyfy automatically makes a table of contents for you based on the headings you use. This helps people navigate through your documents and procedure templates.
What you need
A document or procedure template opened for editing.
Some text that you want to organize using headings.
How Tallyfy’s table of contents is different from Word’s
In Microsoft Word, you usually have to insert and update a table of contents manually. Tallyfy does it automatically using your headings:
Made automatically: When you make a heading, it shows up in the navigation list right away.
Always up-to-date: If you change a heading, the table of contents updates instantly.
Built for screens: It’s designed for easy clicking and reading online, not for printing.
No manual updates: You don’t have to worry about the table of contents being old, unlike in Word.
Creating a table of contents in Documents
The table of contents appears automatically as you add headings:
Highlight the text you want to make a main section heading.
Click the formatting menu in the toolbar (it might look like Normal text or show heading styles).
Choose H1 to make it a main heading.
To make sub-headings, highlight the text for the subsection.
Choose H2 (for a sub-heading under H1) or H3 (for a sub-heading under H2) from the menu.
Your headings will automatically show up in the table of contents panel, creating links to those sections.
Tips for using headings well
To make your table of contents clear and organized:
Use H1 only for the main sections of your document.
Use H2 for sections inside an H1 section.
Use H3 for sections inside an H2 section, if needed.
Don’t skip heading levels (like going from H1 straight to H3).
Keep your heading titles short and clear.
Table of contents in Procedure templates
Procedure templates also have an automatic table of contents to help you find things:
Open the procedure template you want to view.
Click Preview to see how it looks to users.
Find and click the table of contents icon (usually looks like lines or a list) in the top right corner.
Click on any heading in the table of contents to jump straight to that section.
Benefits of using a table of contents
Shows a clear outline of the document.
Lets users quickly jump to the section they need.
Helps you organize your content logically.
Makes long documents easier to read and use.
Helps users quickly understand what the document covers.
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.
A comprehensive guide explaining how to incorporate customizable fields into document templates with different field types and instructions for adding new fields or reusing existing ones while maintaining document consistency.
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.
Document templates provide pre-formatted layouts with fixed content and editable fields that enable standardized document creation while maintaining consistency and efficiency across various business documents.
