Tallyfy offers three methods for template creation: starting from scratch, utilizing Tallyfy AI assistance, or converting existing SOP documents into automated workflow templates.
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.
![Create H1](https://screenshots.tallyfy.com/tallyfy%2Fpro%2Fdesktop-light-mark-heading-h1-example.png)
- 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.
![Create H2 or H3](https://screenshots.tallyfy.com/tallyfy%2Fpro%2Fdesktop-light-mark-h2-heading.png)
- 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.
![Procedure Table of Contents](https://screenshots.tallyfy.com/tallyfy%2Fpro%2Fdesktop-light-where-to-click-table-contents-procedure-template.png)
![Procedure Table of Contents](https://screenshots.tallyfy.com/tallyfy%2Fpro%2Fdesktop-light-table-of-contents-procedure-template.png)
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’s templates serve as reusable master blueprints for standardizing and scaling business processes while maintaining consistency and quality across multiple executions.
Documents > Add fields to document templates
Tallyfy’s document automation system allows users to create templates with editable form fields while maintaining document consistency and enabling content reuse across multiple templates through a simple drag-and-drop interface.
Tallyfy offers comprehensive documentation capabilities through templates, including procedures for step-by-step processes, customizable document templates, and form submissions for streamlined workflow management.
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