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 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).

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Templates > Snippets

Snippets in Tallyfy are reusable text blocks that provide centralized content management for consistent messaging across templates and processes while enabling automatic updates when changes are made to the original snippet.

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Tallyfy document templates are pre-made layouts with fixed content and editable fields that enable organizations to create consistent professional documents while allowing customization for specific needs and maintaining brand standards across all teams.

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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.

Snippets > Use snippets

Snippets are reusable text blocks that administrators create once and team members can insert into templates tasks comments and other text areas to maintain consistency and save time across the organization.