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Import a template

Import a document via AI

We are currently working on a feature that lets you import your existing SOP or similar document so that a template can be created for you a lot more easily using your document as a foundation.

Copy a Tallyfy template between two organizations

You’ll first need to get your Organization ID but most importantly, the Template ID.

You can get this by going heading to the template you want to export and clicking on Settings > Export.

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I You’ll see your Org ID as well as the Template ID. If you want to copy this template to another organization - you can give them these two values, and they will be able to import it into their own organization.

Sometimes, consultants or third-parties use it to build a template in one organization called OrgA - but then copy over the template to another organization - OrgB.

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Import and export via API

In terms of importing and exporting templates from Tallyfy - you can export them in JSON via our API to store or archive. There’s open source scripts for this in our GitHub open source repo ↗.

You can also import a template you may have saved, but you need to use our API and format the request to create the template correctly to re-create it.

Templates > Create a template

Users can build workflow templates in Tallyfy through three methods: starting from scratch with a blank canvas choosing Tallyfy AI assistance or uploading an existing SOP document for automated conversion.

Documenting > Templates

Tallyfy templates serve as reusable master blueprints for standardized processes that can be launched multiple times to ensure consistent and high-quality execution of procedures across an organization.

Templates > Sample Templates

Tallyfy offers a comprehensive set of ready-to-use templates organized in various folders including Marketing HR Product General/Admin Finance Sales IT/Support and Onboarding to help users quickly set up their workflow processes.
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