How to duplicate templates on Tallyfy
Copying a template is super easy. Whether you want to make small changes for a specific case or create a similar process, we’ve got you covered. Let’s dive into the steps together!
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Open up your Library. This is where all your templates live. 📚
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Select the template you want to duplicate, and click on More > Duplicate
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Now, all you need to do is give it a name, hit ‘Duplicate’ and voila! 🎉 You’ve created a copy of your selected template!
Just a small reminder: tags, step webhooks, and template webhooks won’t be copied from the original. Additionally, the form field alias and step alias will be unique to the duplicated template to help you set up integrations smoothly.
So go ahead and unleash your creativity using Tallyfy! 🎨 Have fun streamlining your processes like never before. If you have any questions, our support team is here to assist you.