Publish a template

Publishing templates for public access

Tallyfy allows you to make selected templates available to anyone on the internet, including those without Tallyfy accounts.

Requirements

• Administrator or Standard member permissions
• A completed template that is ready to share
• Understanding of which template content will be visible publicly

Benefits of publishing templates

• External sharing - Distribute templates to clients or partners without Tallyfy accounts
• Public examples - Showcase your process expertise with potential clients
• Reference material - Provide accessible documentation for external stakeholders
• Wider adoption - Allow others to view and learn from your process designs

Steps to publish a template

1. Navigate to the Library view in your Tallyfy account
2. Select the template you want to publish
3. Click Edit in the template toolbar
4. Select Config from the editor menu
5. Scroll to the permissions section
6. Change the Public to the world setting to yes
7. Click Save

After publishing a template

Once published, you can:

• Copy the public URL from the template settings
• Share the link via email, messaging apps, or social media
• Embed the link in documentation or websites
• Track views through template activity logs

Security considerations

• Only the template structure and descriptions are visible publicly
• Form field values and task completions remain private
• Internal comments and sensitive data are not exposed
• You can unpublish at any time by setting Public to the world back to no

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