Document templates provide pre-made layouts with fixed content and editable fields that enable standardized business documents while allowing users to input specific details through a consistent online interface.
Fill in the blanks
Instead of copying old documents (like contracts) and manually changing details, Tallyfy 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 just fill in the defined blanks. The rest stays consistent.
If 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. If the standard text changes, edit the snippet once, and the update automatically appears everywhere it’s used.
If 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, reducing errors and saving time (great for contracts).
Snippets function as reusable text blocks that streamline workflow documentation by allowing users to insert standardized content across templates tasks and processes while maintaining central control over updates.
Tallyfy templates serve as reusable blueprints for standardizing business processes and documents to ensure consistent work execution while reducing errors and enabling efficient scaling across organizations.
Documents > Add fields to document templates
Instructions for customizing document templates with editable fields like short text long text and dates while maintaining document consistency through clear field naming and strategic placement of related inputs.
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