Print, download, and export Tallyfy templates

Options for printing, downloading, or exporting templates

Tallyfy gives you several ways to get your template information out of the platform, whether you need a paper copy, a digital PDF file, or a data export for backups or technical use.

What you need

• Permission to view the template you want to output.
• A printer (if printing).
• A PDF viewer (if saving as PDF).
• Technical knowledge or developer help (if using the API export).

Finding the Template to output

1. Go to the Templates section in the library.
2. Find the template you need.
3. Click the View icon for that template.
4. Make sure you are in viewing mode (not editing mode) by checking the toggle switch at the top.

Printing a paper copy

Print a template for meetings, training, or offline reference.

1. While viewing the template, click More in the top toolbar.
2. Choose Print from the menu.
3. Your browser’s print window will open.
   • Make sure your printer is selected under Destination.
   • Adjust settings like paper size or margins if needed.
4. Click Print.

Saving as a PDF document

Create a PDF file to easily share a digital copy of the template.

1. While viewing the template, click More > Print in the top toolbar.
2. Your browser’s print window will open.
3. Change the Destination to Save as PDF (or similar option like “Microsoft Print to PDF”).
4. Adjust paper size or margins if needed.
5. Click Save.
6. Choose where to save the PDF file on your computer.
7. Give the file a name.
8. Click Save again.

Exporting template data using the API (Advanced)

For technical users, backups, or moving many templates, you can export template data using code.

What the API export does

• Exports the full template details in JSON format (a common data format).
• Useful for creating backups or moving templates to other systems.
• Can be automated using scripts.

How to use the API export script

1. Go to our API Support GitHub repository ↗.
2. Download the Python script provided for exporting templates (“blueprints”).
3. Set up the script with your Tallyfy API key and secret.
4. Run the script (requires Python installed on your computer).
5. The script will download the template data as JSON files. Store these files safely.

Which output method to use?

Method	Best Use	Format	Need Help?
Print	Paper copy for meetings, offline use	Paper	Printer
Save as PDF	Sharing digital copy, documentation	PDF file	PDF viewer
API Export	Backups, moving templates, automation	JSON file	Coding skill

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