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.
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 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 document templates
Tallyfy document templates allow you to create consistent professional documents by adding three types of editable fields (short text long text and date) that users fill in while keeping the rest of the content locked to maintain structure and branding across all documents.
Tallyfy transforms static business process documentation into dynamic executable workflows through three specialized template types - Procedure Templates for complex multi-step processes Document Templates for standardized policy materials and Form Templates for streamlined data collection - enabling organizations to maintain consistency while providing real-time tracking and continuous improvement capabilities.
Variables are placeholders that automatically transfer information from one process step to another eliminating manual data re-entry and enabling personalized automated workflows through form field data collection and dynamic content insertion.
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