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Essentials

Turning static docs into live workflows

Section titled “Turning static docs into live workflows”

Tallyfy replaces static documents with live workflows through three template types. Instead of docs that gather dust, process documentation ↗ becomes repeatable, trackable work.

You get real-time tracking, performance data, and continuous improvement built in.

Template types

Section titled “Template types”

  1. Procedure Templates - Step-by-step workflows, SOPs, and standard procedures.

    • Best for processes with dependent steps - employee onboarding, purchase approvals, compliance procedures.
    • Automation rules skip or add steps based on form answers1.
    • Assign tasks to specific members or teams.
    • Track progress from start to finish.

  2. Document Templates - Policy documents, reference materials, and company procedures.

    • Consistent formatting with flexible content - social media policies, client guidelines, team protocols, compliance documents.
    • Add form fields so team members fill in specific details while the document structure stays intact.
    • Lock sections that shouldn’t change2 - keeps you compliant and on-brand.
    • Everything’s online. No downloads needed.

  3. Form Templates - Structured data collection (currently being updated - unavailable)

    • Gather business info in one go, without multi-step processes.
    • Mix question types and form fields for exactly what you need.
    • Export collected data or send it to other systems.

Which template type to pick

Section titled “Which template type to pick”

Procedure Templates - when you need to:

Section titled “Procedure Templates - when you need to:”
  • Track multi-step processes where order matters
  • Assign different steps to different people or teams
  • Enforce task completion in sequence (critical for compliance)

Document Templates - when you need to:

Section titled “Document Templates - when you need to:”
  • Create reusable documents with consistent formatting
  • Let people customize details within a locked structure
  • Build templates for contracts, proposals, policies, or standard communications

Form Templates - when you need to:

Section titled “Form Templates - when you need to:”
  • Collect structured data, requirements, or feedback in one shot
  • Create surveys, questionnaires, or data collection forms
  • Trigger automated workflows from submissions

Explore further

Section titled “Explore further”

Check the sidebar for details on each template type:

Section titled “Related articles”

Documenting > Templates

Tallyfy templates are reusable blueprints you create once and launch repeatedly. They assign…

Documenting > Documents

Tallyfy’s document templates let you create locked-down policies and reference materials with…

Introduction

Tallyfy turns business processes into self-running workflows in minutes. Create templates with…

Footnotes

Section titled “Footnotes”

  1. Rules use if-then logic based on kick-off form responses to dynamically modify workflow paths ↩

  2. Section locking ensures regulatory compliance by preventing edits to approved legal or policy text ↩

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