Code Samples > Managing templates (blueprints)
API endpoints enable managing process templates through actions like creating retrieving updating publishing exporting and deleting template definitions in an organization.
Print or export templates
Want to get your templates out of Tallyfy? You’ve got three solid options: print them on paper, save them as PDFs, or export the raw data through our API1.
Here’s the thing - each method works great for specific situations. Need a handout for tomorrow’s training session? Print it. Sharing with the board? PDF’s your friend. Building an integration or creating automated backups? That’s where API export shines.
- Permission to view the template you want to output
- A printer (if printing physical copies)
- A PDF viewer (if saving as PDFs)
- Technical knowledge or developer help (if using API export)
Pretty straightforward requirements. Nothing fancy.
To print or download a template, you need to switch to “read mode” first - the print option won’t show up if you’re still editing. This catches a lot of people off guard (we’ve all been there).
- Go to the Templates section in the library
- Find the template you need
- Click the View icon for that template
- Important: Make sure you’re in viewing mode (not editing mode) by checking the toggle switch at the top. If you’re in edit mode, toggle the switch to “View” or “Read” mode
- The print option will now be available in the More menu
Note: Can’t see the print option? You’re probably still in edit mode. Just flip that toggle to read/view mode and it’ll appear. Happens to everyone.
Sometimes you just need paper. Maybe you’re running a workshop with no WiFi, or your team prefers marking up physical copies. Here’s how to print your templates:
- While viewing the template, click More in the top toolbar
- Choose Print from the menu
- Your browser’s print window will open
- Make sure your printer is selected under Destination
- Adjust settings like paper size or margins if needed
- Click Print
PDFs are perfect when you need to email templates to stakeholders or keep a digital backup. The process is almost identical to printing - you just change one setting.
- While viewing the template, click More > Print in the top toolbar
- Your browser’s print window will open
- Change the Destination to Save as PDF (or similar option like “Microsoft Print to PDF”)
- Adjust paper size or margins if needed
- Click Save
- Choose where to save the PDF file on your computer
- Give the file a name
- Click Save again
Got a developer on your team? Or maybe you’re technically savvy yourself? The API export option lets you pull template data programmatically - incredibly useful for backups or when you’re moving dozens of templates at once.
- Exports everything about your template as JSON data2 (think of it as the raw blueprint)
- Creates rock-solid backups you can restore from
- Lets you automate bulk operations - imagine backing up 200 templates every night automatically
Perfect for enterprise teams who need serious template management capabilities.
- Go to our API Support GitHub repository ↗
- Download the Python script provided for exporting templates (“blueprints”)
- Set up the script with your Tallyfy API key and secret
- Run the script (requires Python installed on your computer)
- The script will download your template data as JSON files (usually takes under 30 seconds) - keep these files somewhere safe
Not sure which option to pick? This table breaks it down:
| Method | Best Use | Format | Prerequisites | Time Required |
|---|---|---|---|---|
| Paper copy for meetings, offline use | Paper | Printer access | 2-3 minutes | |
| Save as PDF | Sharing digital copy, documentation | PDF file | PDF viewer | 1-2 minutes |
| API Export | Backups, moving templates, automation | JSON file | Coding skills | 5-10 minutes |
Quick rule of thumb: if you’re sharing with non-technical folks, go PDF. If you’re doing anything programmatic, use the API.
Still can’t find that print button? Don’t worry - this trips up almost everyone at first.
- Check your mode: You’re probably in edit mode. Look for the toggle switch at the top
- Switch modes: Flip it to “View” or “Read” mode
- Refresh if needed: The Print option should now appear in the More menu
Why does Tallyfy hide the print option in edit mode? Simple - it prevents you from accidentally printing half-finished templates. Once you know this quirk, you’ll never get stuck again.
Tallyfy offers multiple template import methods including AI document conversion from Word/PDF files PowerPoint playbook migration flowchart conversion from images template copying between accounts and API-based bulk operations that can convert complex documents into working workflows within seconds while maintaining structure and enabling dynamic conditional logic to replace multiple static files with single smart templates.
Templates > Publish a template
Publishing templates in Tallyfy involves clicking Edit on your template going to Settings and switching “Public to the world” to yes which creates a shareable link allowing external stakeholders to view template structure without login while keeping all operational data private and secure.
Templates > Configure your template
Template settings in Tallyfy allow customization of how templates function including general actions summary details organization access permissions and export options through the Settings or Config button available to Administrator members and authorized Standard members.
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