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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 - Tallyfy merges your fixed template content with the data you’ve 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

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Footnotes

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

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