Skip to content

Print, Download, and Export Tallyfy Templates

How to print, download, and export Tallyfy templates

This article is about accessing, printing, downloading, and exporting templates in Tallyfy. Let’s get started!

To view your template, follow these steps:

  1. Open your Templates from the left-hand toolbar.
  2. Click the View icon next to the procedure you want to see. Image
  3. Scroll through the template page to read it.

You can also view the template in the Template Editor using the toggle at the top.

To print your template, follow these steps:

  1. In the Template Editor, click on More > Print . Image
  2. Choose your printer in the Destination bar and follow your browser’s instructions.

To download your template:

  1. Select the Print option by clicking More > Print.
  2. Choose the Destination as “Save as PDF” or “Save to Google Drive” to download your template in PDF format.

To export your templates using our API, you can use our Python script available in our open-source repository. This script allows you to both import and export templates with ease.

Click here ↗ to access the script.

That’s it! Now you know how to access, print, download, and export your templates in Tallyfy. Enjoy!

Templates > Publish a template

Making a template publicly accessible involves toggling the world-visibility option in Tallyfy’s template configuration settings to share it with anyone regardless of platform membership.

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.

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.

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.
Get in touch
About Tallyfy