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Create a Table of Contents

Organize your document with 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:

  1. 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
  1. 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
  1. 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 ContentsProcedure Table of Contents

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! ✨🚀

Templates > Create a template

Tallyfy offers three methods for template creation: starting from scratch, utilizing Tallyfy AI assistance, or converting existing SOP documents into automated workflow templates.

Documenting > Templates

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.

Pro > Essentials

Tallyfy offers comprehensive documentation capabilities through templates, including procedures for step-by-step processes, customizable document templates, and form submissions for streamlined workflow management.