Tallyfy’s document templates let you create locked-down policies and reference materials with…
Fill in the blanks
Instead of copying old documents (like contracts) and manually changing details, Tallyfy lets you create smart Document Templates.
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 template, they fill in those blanks - everything else stays consistent.
If you have standard paragraphs (like legal text or company info) used across many documents, create a Snippet with that text. Insert it into multiple document templates - and when the text changes, edit the snippet once. The update appears everywhere it’s used.
When you’ve collected information earlier in a process (like a customer name), use Variables to insert that data automatically into your document template. You enter data once but it can appear in multiple places - reducing errors and saving time, especially for contracts.
Documents > Add fields to documents
Tallyfy’s document templates let you insert editable short text, long text, and date fields into…
Snippets in Tallyfy are reusable rich-text blocks that admins create once and any member can…
Tallyfy snippets let admins create reusable text blocks like disclaimers or contact info that…
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