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.

- 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’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.
About Tallyfy
- 2025 Tallyfy, Inc.
- Privacy Policy
- Terms of Use
- Report Issue
- Trademarks