Import a document via AI
We are currently working on a feature that lets you import your existing SOP or similar document so that a template can be created for you a lot more easily using your document as a foundation.
Import and export a Tallyfy template
In terms of importing and exporting templates from Tallyfy - you can export them in JSON via our API to store or archive. There’s open source scripts for this in our GitHub open source repo .
You can also import a template you may have saved, but you need to use our API and format the request to create the template correctly.
Related articles
Documenting > Templates
Tallyfy’s templates streamline processes and provide sample templates, editing capabilities, public sharing options, and import/export functionality to help users automate their workflows efficiently.
Templates > Sample Templates
Tallyfy offers a variety of sample templates in their Public Library to help users get started with building their Template Library, including templates for marketing, HR, product, admin, finance, sales, IT, and onboarding processes.
Templates > Print, Download, and Export Tallyfy Templates
This article provides instructions on viewing, printing, downloading, and exporting templates in Tallyfy.
Templates > Publish a template
A Tallyfy template can be made publicly accessible to anyone, even non-Tallyfy users, by adjusting the template’s permissions settings.