Templates > Publish a template
Templates can be made publicly accessible by enabling the “Public to the world” option in the permissions section of the template configuration settings.
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:
- Open your Templates from the left-hand toolbar.
- Click the View icon next to the procedure you want to see.
- 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:
- In the Template Editor, click on More > Print .
- Choose your printer in the Destination bar and follow your browser’s instructions.
To download your template:
- Select the Print option by clicking More > Print.
- 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!
Tallyfy offers three methods for template creation: starting from scratch, utilizing Tallyfy AI assistance, or converting existing SOP documents into automated workflow templates.
Tallyfy provides a diverse range of pre-built sample templates across various business functions like Marketing, HR, Product, Finance, Sales, IT, and Onboarding, all accessible through their Public Library.
Tallyfy’s templates serve as reusable master blueprints for standardizing and scaling business processes while maintaining consistency and quality across multiple executions.
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