Print, download, and export Tallyfy templates

Printing, downloading, and exporting templates

Tallyfy offers multiple ways to get template information out of the platform - physical printing, digital PDF creation, and structured data exports.

These output options support various use cases from creating paper copies for offline reference to generating digital backups and enabling technical integrations in minutes.

Each method serves different needs, from simple documentation to complex technical work.

What you need for outputting templates

• 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)

These requirements make sure you have the right access and tools for your chosen method.

Accessing templates for 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’re in viewing mode (not editing mode) by checking the toggle switch at the top

Printing physical copies

Print a template for meetings, training, or offline reference when digital access is unavailable or impractical.

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 PDF documents

Create a PDF file to easily share a digital copy of the template with stakeholders or for archival purposes.

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

API export for technical users

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

What API export does

• Exports the full template details in JSON format (a common data format) for system integration
• Useful for creating backups or moving templates to other systems efficiently
• Can be automated using scripts for bulk operations and scheduled backups

This approach lets you do advanced template management for enterprise needs.

Implementing API export

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 in under 30 seconds - store these files safely

Choosing the right output method

Method	Best Use	Format	Prerequisites	Time Required
Print	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

Choose the method that fits your use case and technical resources.

Related articles

Templates > Configure your template

Template settings can be configured through the Settings button to customize how templates work control access permissions organize content and manage general actions like copying archiving and printing.

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.

Templates > Publish a template

Tallyfy enables administrators and standard members to publish templates publicly on the internet allowing external stakeholders to view process structures without login credentials while maintaining security by keeping operational data and form responses private.

Templates > Import a template

Tallyfy provides multiple template import methods including AI-powered document and flowchart conversion template copying between accounts API integration and Word document import capabilities to help organizations migrate existing processes into standardized digital workflows.