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Add guidance text to a step

How to add guidance text to a step in a template

Tallyfy allows you to add optional descriptions, instructions, or examples that appear under each form field in a task. This feature provides clear directions to your team when filling out form fields.

To add guidance text:

  1. Open the template step you want to add guidance text to.
  2. Go to the forms tab.
  3. Select the form field you wish to add guidance text to.
  4. Click on the Advanced section.
  5. Type in your guidance text.
  6. Save your changes.
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When the process starts, the task will display the guidance text in italics under the form field title. Any URLs included in the guidance text will be clickable, allowing team members to access additional resources.

Documents > Add fields to document templates

Tallyfy’s document templates allow users to create standardized documents with editable short text long text and date fields while keeping the rest of the content locked for consistency.

Edit Templates > Add a description to a template

Adding a description to templates requires selecting Edit view clicking on the desired step and entering text in the Description drawer which auto-saves while template changes only affect future processes.

Templates > Create a template

Tallyfy enables template creation through three methods: building from scratch manually entering steps using AI assistance to generate structure or uploading existing documents which get automatically converted into digital workflow templates.

Variables > Insert variables

Insert Variables enable dynamic content display by automatically populating form field values from earlier steps into titles and descriptions of subsequent steps to maintain data consistency and reduce manual entry throughout a workflow process.
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