Support > Provide context to support
When contacting Tallyfy support you should provide the complete URL from your browser’s address bar and your Organization ID found in Settings to help them quickly locate and resolve your specific issue.
Find your Tallyfy IDs
Every element in Tallyfy has a unique ID. You’ll need these IDs when contacting support, setting up integrations, or importing templates.
- Go to Settings > Organization.
- Your Organization ID is displayed in this section.
- Open the template in Edit mode.
- Click the Settings (or Config) button in the top toolbar.
- Go to the Export tab (sometimes labeled Tools).
- The Template ID is shown here, along with the Organization ID.
- Open a running process.
- Look at the URL in your browser’s address bar.
- The URL follows this format:
https://go.tallyfy.com/[ORG_ID]/processes/[PROCESS_ID]. - The part after
/processes/is the unique ID for that specific process instance.
Tallyfy offers a range of resources beyond its core workflow tools including company background and trust information along with support and troubleshooting guides and details on browser compatibility and system features like file storage and search and translation and legal documentation.
Tracking And Tasks > An overview of processes
Processes in Tallyfy are running instances of templates - trackable work with unique names and activity logs where template changes don’t affect running processes.
The Tallyfy interface has a left sidebar with navigation options like CREATE, TASKS and TRACKER, plus a universal search bar and top icons for language selection and notifications.
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