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Fill in the blanks

How can I stop cloning docs and use fill-in-the-blanks templates?

Instead of copying old documents (like contracts) and manually changing details, Tallyfy workflow management lets you create smart Document Templates.

How can I set what people can change?

With a document template, you define the standard text that shouldn’t change. Then, add specific editable fields (blanks) where users enter custom information (like a client name or date).

When someone uses the document template, they fill in the defined blanks. The rest stays consistent across all documents.

How can I reuse standard text blocks with snippets?

When you have standard paragraphs (like legal text or company info) used in many documents, create a Snippet with that text.

You can insert that snippet into multiple document templates. When the standard text changes, edit the snippet once, and the update automatically appears everywhere it’s used.

How can I pull in data automatically using variables?

When you collected information earlier in a process (like a customer name), use Variables to insert that data automatically into your document template.

This means data is entered only once but can appear in multiple places. This reduces errors and saves time (especially great for contracts).

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.

Templates > Snippets

Snippets are reusable text blocks that ensure consistency and efficiency by allowing you to create content once and use it across multiple templates and processes while automatically updating everywhere when changes are made.

Documents > Add fields to documents

Tallyfy document templates allow you to create smart forms with editable fields for names dates and text that maintain consistent formatting while letting users customize specific content areas through a simple interface that prevents formatting issues and ensures professional standardized documents every time.

Documenting > Templates

Templates are reusable blueprints that transform business processes into self-driving workflows by capturing every step and decision point while automatically assigning tasks sending reminders and tracking progress to eliminate process variations and reduce completion time by 40%.