Documents > Add fields to document templates
Tallyfy’s document templates allow users to create standardized documents with editable short text long text and date fields while keeping the rest of the content locked for consistency.
Fill in the blanks
Digitize any contract, document, letter or playbook into a fill-in-the-blanks template.
Tallyfy’s document templates let you set read-only content (by default) on a template and fields (either new ones or re-used ones) within the template as well. To use a template, just launch it - fill in the blanks and that’s your version.
Do you have a block of content that’s used again and again, across all your documents? Make a snippet of it once, and then just “include” it by reference into your document template.
Every time you edit the master snippet - it goes live everywhere it’s referenced. This enables consistent updates across all templates containing the snippet.
Have you already collected data from a field (like say - “First Name”) within this template? Then use variables to drop in the value of existing fields throughout your template.
This means you only enter data once, and it can be displayed multiple times throughout the template. This is useful for documents like legal contracts.
Reusable content blocks called snippets enable consistent text insertion across multiple templates and processes to save time through centralized updates and standardized language usage.
Document templates enable standardized business content creation through fixed layouts with editable fields while preserving consistent formatting across an organization’s documents and enabling efficient digital collaboration.
Snippets function as reusable text elements that can be stored and inserted across templates tasks and descriptions to maintain consistency while reducing redundant content creation efforts.
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