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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.

Import and export a Tallyfy template

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.