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Launch document templates

How to create document instances from templates

Click Launch Document on any template card in your Library to create a new document instance. You’ll fill in editable fields through a kick-off form, and Tallyfy merges your data with the template’s fixed content.

You can launch as many instances as you need from a single Document Template. Each one is independent.

How to launch

  1. Go to your Library

  2. Find the Document Template you want

  3. Click Launch Document on the template card You can also click Launch Document from within the Document Template editor

  4. A kick-off form1 appears - it contains all the editable fields from your template

  5. Fill in the required fields

  6. Click Launch Document at the bottom of the form

That’s it. Tallyfy creates your document instance, populated with the data you entered.

Viewing and editing the launched document

  1. The launched document opens right away - your fixed template content is merged with the data you entered

  2. Click Preview (glasses icon) to read the document, or Print (printer icon) to print or download it

  3. Need to change something? Click the Edit button (pen icon) to reopen the form and update field values

Tutorials > Launch a process

Learn how to launch a process from a template in Tallyfy - fill kick-off forms, name the process, review settings, and start tracking with automatic notifications.

Documenting > Documents

Tallyfy’s document templates let you create locked-down policies and reference materials with editable fill-in-the-blank fields so every team produces consistent branded documents without starting from scratch or dealing with version control nightmares like traditional Word files.

Pro > Launching

Tallyfy lets you launch reusable templates into independent trackable processes — each with its own name and deadlines and assignments — through six different methods including manual clicks and API calls and email triggers and magic links while template edits only affect future launches and never alter already-running work.

Documents > Add fields to documents

Tallyfy’s document templates let you insert editable short text, long text, and date fields into otherwise locked content so that anyone launching the template only fills in the blanks once and every instance comes out consistent.

Footnotes

  1. Pre-launch data collection form that populates all editable template fields in a single interface ↩

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