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.
Fill in the blanks
Instead of copying old documents (like contracts) and manually changing details, Tallyfy workflow management lets you create smart Document Templates.
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.
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.
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).
Documents > Add fields to documents
Document templates in Tallyfy function as smart forms with editable fields for variable content like names dates and descriptions while keeping standard text locked to ensure consistent professional documents that can reuse the same field data across multiple locations.
Snippets are reusable text blocks - save content like addresses and disclaimers once, insert them anywhere, and all instances update automatically.
Templates in Tallyfy are reusable blueprints for your business processes - document them once, run them consistently, and improve based on real data.
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