Use snippets

Creating and using snippets

Snippets are reusable text blocks you create once and insert anywhere - template steps, task descriptions, comments, and documents. Open the References panel in any rich text editor and select the snippet you want.

Think compliance disclaimers, contact info, or standard instructions. Write it once, reuse it everywhere.

Who can create and manage snippets?

• Admin members can create, edit, and delete snippets for the whole organization
• All other members can insert existing snippets wherever they’re editing rich text

Creating snippets (Admin only)

1. Go to Settings > Organization > Snippets.
2. Click Create Snippet.
3. Enter a clear, descriptive Title.
4. Type or paste content into the rich text editor.
5. Use the formatting toolbar (bold, italic, lists, links, images, tables, etc.) as needed.
6. Click Save Changes.

Managing existing snippets (Admin only)

On the Snippets settings page, you can:

• View all snippets in a searchable, sortable table
• Edit any snippet - changes appear when content is next viewed¹
• Delete outdated snippets
• Control whether a snippet is visible in public templates via the Visible in Public Templates checkbox

Inserting snippets into text

1. Click where you want the snippet text to appear in the editor.
2. Open the References panel below the editor.
3. Expand the Snippets section.
4. Click the snippet you want. It’s inserted as a named reference block.

Where can I use snippets?

Anywhere you see Tallyfy’s rich text editor:

• Template descriptions and step descriptions
• Guidance text for form fields
• Launch instructions shown before starting a process
• Task comments
• Document template content

Embedding template references

You can also link to entire templates from the same References panel. Useful when your workflow mentions another process - embed a reference instead of copying content.

1. Click where you want the template reference.
2. Open the References panel.
3. Expand the Templates section.
4. Select the template you want to link to.

Tips for snippets

Name them descriptively. “Legal disclaimer for contracts” beats “Legal text 1.”

Keep them focused. A three-paragraph warranty disclaimer works. An entire employee handbook doesn’t.

Single source of truth. If a support phone number appears in 12 processes, make it a snippet. Update once.

Review periodically. Check quarterly that snippets remain current and relevant.

Related articles

Templates > Snippets

Snippets are reusable text blocks - save content like addresses and disclaimers once, insert them anywhere, and all instances update automatically.

Features > Fill in the blanks

Tallyfy enables users to create smart document templates with fixed standard text and customizable blank fields that automatically populate with previously collected data through variables and reusable snippets instead of manually copying and editing old documents.

Documenting > Templates

Templates in Tallyfy are reusable blueprints for your business processes - document them once, run them consistently, and improve based on real data.

Documenting > Documents

Document templates in Tallyfy let you create policies and reference materials with locked standard content and editable fields that maintain brand consistency while allowing users to customize specific details in minutes instead of hours.

Footnotes

1. Snippet content is fetched fresh when viewed, so edits propagate on next view. Running processes retain the content from when they were launched. ↩

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