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Snippets

Understanding snippets

Snippets are reusable text blocks in Tallyfy - save them once, use them everywhere. They’re perfect for content you type repeatedly, like company addresses, legal disclaimers, or standard instructions. When you update a snippet, it automatically updates everywhere you’ve used it.

Think of it this way: you’re tired of typing the same compliance disclaimer 50 times a week. Create a snippet. Done.

Content you can include in snippets

What can you actually put in a snippet? Pretty much any text you’re sick of typing over and over:

  • Standard instructions for common procedures
  • Company policies that pop up in multiple documents
  • Legal disclaimers (we all have them)
  • Technical terms or company-specific jargon that needs exact wording
  • Any text you’ve typed more than three times this week

Benefits of using snippets

Why bother with snippets? Here’s what you get:

  • Consistency: Your legal disclaimer stays exactly the same across 100 documents. No more “wait, did Sarah word this differently?”
  • Efficiency: Type it once. Use it everywhere. That’s it.
  • Easy Updates: Company address changed? Update one snippet - not 47 different templates
  • Standardization: Everyone uses the approved text (yes, even Bob from accounting)
  • Save Time: Stop typing the same thing repeatedly. We calculated it - most teams save 2-3 hours per week

How snippet workflow works

  1. Create a snippet with the text you want to reuse (admins usually handle this part - keeps things tidy)
  2. Insert the snippet anywhere using the snippet tool (✂️ icon). It’s right there in your editor
  3. Update the snippet later if needed. Change it once, and boom - it updates everywhere automatically
  4. Manage your snippet library. Admins can clean up old ones nobody uses anymore

Best places to use snippets

Where do snippets really shine? Let me show you:

  • Legal notes in contracts - get that compliance wording exactly right every time
  • Standard operating procedures that show up in multiple workflows (you know the ones)
  • Company policy reminders. Same message, everywhere
  • Instructions that appear in different processes - why rewrite them?
  • Technical definitions that can’t be “close enough”
  • Those FAQs your team asks constantly. Put the answer in a snippet
  • Form-filling instructions (because nobody reads them the first time anyway)
  • Contact info that changes every time someone gets promoted
  • Template references - when you need to link one template inside another, snippets make it clean

Pro tip: If you’ve explained something twice this month, it probably needs to be a snippet.

Snippets > Use snippets

Snippets are reusable text blocks that administrators create once and team members can insert into templates tasks comments and other text areas to maintain consistency and save time across the organization.

Features > Fill in the blanks

Tallyfy enables users to replace document cloning with smart templates that combine unchangeable standard text with customizable fill-in-the-blank fields snippets for reusable content blocks and variables that automatically pull in previously collected data to streamline document creation and reduce errors.

Documenting > Documents

Document templates in Tallyfy provide standardized layouts for organizational policies and reference materials that maintain consistent formatting while allowing customization through editable fields unlike procedure templates which are designed for sequential workflows.

Documenting > Templates

Tallyfy templates function as strategic reusable blueprints that standardize business processes by defining workflow steps structure and logic to ensure consistent quality execution across organizations while enabling customization for specific instances and providing comprehensive benefits including improved training efficiency reduced errors and scalable operations management.