Print, Download, and Export Tallyfy Templates

Producing template output

Tallyfy provides multiple options for sharing, distributing, and preserving templates outside the platform through printing, PDF generation, and API-based exports.

Requirements

• Access to the template you want to output
• Appropriate permissions to view and access the template
• A printer connection (for printing)
• A PDF reader (for PDF downloads)
• API access (for programmatic exports)

Accessing templates for output

1. Navigate to Templates in the left navigation panel
2. Locate the template you want to output
3. Click the View icon next to the template name
4. Ensure you’re in viewing mode (not editing mode) using the toggle at the top of the page

Printing physical copies

Physical printed copies provide reference material for meetings, training sessions, or offline usage:

1. Open the template in the Template Editor
2. Click More in the top toolbar
3. Select Print from the dropdown menu
4. In the browser print dialog:
   • Select your printer in the Destination field
   • Configure print settings (paper size, orientation, etc.)
   • Adjust margins as needed for optimal formatting
5. Click Print to send to the printer

Creating PDF documents

PDF versions provide shareable, consistent digital documents:

1. Open the template in the Template Editor
2. Click More > Print in the top toolbar
3. In the browser print dialog:
   • Change the Destination to “Save as PDF” or “Microsoft Print to PDF”
   • Set the paper size and orientation
   • Configure margins if needed
4. Click Save (or equivalent)
5. Select a location to save the PDF file
6. Enter a filename for the PDF
7. Click Save to complete the download

Exporting templates programmatically

For advanced users, bulk operations, or backup purposes, Tallyfy offers API-based exports:

API Export capabilities

• Export templates in JSON format
• Preserve all template details and configurations
• Automate backup processes
• Transfer templates between environments

Implementation steps

1. Visit our GitHub repository ↗
2. Download the provided Python script for template export
3. Configure the script with your API credentials
4. Execute the script to export templates programmatically
5. Store the exported JSON files securely

Output comparison

Method	Best for	Format	Requires
Print	Physical reference, training	Paper	Printer
PDF	Digital sharing, documentation	PDF file	PDF reader
API Export	Backups, transfers, automation	JSON	Programming knowledge

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