---
title: Essentials · Tallyfy Pro
description: Tallyfy offers three template types. Procedure Templates for tracked workflows with automation, Document Templates for consistent policies with locked sections, and Form Templates for structured data collection.
lastUpdated: 2026-09-03T00:00:00.000Z
source_url:
  html: https://tallyfy.com/products/pro/documenting/
  md: https://tallyfy.com/products/pro/documenting/index.md
---

## Turning static docs into live workflows

Tallyfy replaces static documents with live workflows through three template types. Instead of docs that gather dust, [process documentation ↗](https://tallyfy.com/process-documentation/) becomes repeatable, trackable work.

You get real-time tracking, performance data, and continuous improvement built in.

Where do you fit in Tallyfy?

[Build workflows Editor · full seat ](https://tallyfy.com/products/pro/by-role/editor/)[Track my work Member · light seat ](https://tallyfy.com/products/pro/by-role/user/)[I'm a guest Invited by email](https://tallyfy.com/products/pro/by-role/guest/)

### Template types

1. **[Procedure Templates](https://tallyfy.com/products/pro/documenting/templates/)** - Step-by-step workflows, SOPs, and standard procedures.

   * Best for processes with dependent steps - employee onboarding, purchase approvals, compliance procedures.
   * Automations skip or add steps based on form answers[1](#user-content-fn-1).
   * Assign [tasks](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/) to specific [members](https://tallyfy.com/products/pro/documenting/members/) or teams.
   * Track progress from start to finish.

2. **[Document Templates](https://tallyfy.com/products/pro/documenting/documents/)** - Policy documents, reference materials, and company procedures.

   * Consistent formatting with flexible content - social media policies, client guidelines, team protocols, compliance documents.
   * Add [form fields](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/what-are-form-fields-in-tallyfy/) so team members fill in specific details while the document structure stays intact.
   * Lock sections that shouldn’t change[2](#user-content-fn-2) - keeps you compliant and on-brand.
   * Everything’s online. No downloads needed.

3. **Form Templates** - Structured data collection *(currently being updated - unavailable)*

   * Gather business info in one go, without multi-step processes.
   * Mix question types and form fields for exactly what you need.
   * Export collected data or send it to other systems.

### Which template type to pick

#### Procedure Templates - when you need to:

* Track multi-step processes where order matters
* Assign different steps to different people or teams
* Enforce task completion in sequence (critical for compliance)

#### Document Templates - when you need to:

* Create reusable documents with consistent formatting
* Let people customize details within a locked structure
* Build templates for contracts, proposals, policies, or standard communications

#### Form Templates - when you need to:

* Collect structured data, requirements, or feedback in one shot
* Create surveys, questionnaires, or data collection forms
* Trigger automated workflows from submissions

### Explore further

Check the sidebar for details on each template type:

* [**Documents**](https://tallyfy.com/products/pro/documenting/documents/)
* [**Groups**](https://tallyfy.com/products/pro/documenting/groups/)
* [**Guests**](https://tallyfy.com/products/pro/documenting/guests/)
* [**Members**](https://tallyfy.com/products/pro/documenting/members/)
* [**Templates**](https://tallyfy.com/products/pro/documenting/templates/)

## Related articles

[**Documenting > Templates**](https://tallyfy.com/products/pro/documenting/templates/)

Tallyfy templates are reusable blueprints you create once and launch repeatedly. They assign…

[**Documenting > Documents**](https://tallyfy.com/products/pro/documenting/documents/)

Tallyfy’s document templates let you create locked-down policies and reference materials with…

[**Introduction**](https://tallyfy.com/products/pro/)

Tallyfy helps you fix your processes first. Move your SOPs, flowcharts and checklists into…

[**How To > Effective operations manuals**](https://tallyfy.com/products/pro/tutorials/how-to/build-effective-operations-manual/)

Tallyfy turns static operations manuals into live digital workflows. Your team tracks and runs…

## Footnotes

1. Automations use if-then logic based on kick-off form responses to dynamically modify workflow paths [↩](#user-content-fnref-1)

2. Section locking ensures regulatory compliance by preventing edits to approved legal or policy text [↩](#user-content-fnref-2)

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