ACCESS > How do I make my template accessible to anyone outside of my organization?
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Trying to share a template with someone outside of your organization?
Wouldn't it be nice to get a simple link to your template so that anyone can access it - whether they're on Tallyfy or not?
Maybe you want to share a template with your clients so that they can see how you go about onboarding clients. Or maybe you want to do your bit for sharing know-how and make your templates available to the general public.
With Tallyfy - you can make your template "world-visible" to anyone at all by publicizing it. Subsequent changes to your template will eventually sync to the public version of your template as well.
Let's get to publicizing
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Open your
Library view and click 'Edit' on the template you wish to share.
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- Click the 'Advanced Settings' option to access the 'Publicize' feature.
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- Turn the 'Publicize' toggle to 'Yes'.
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You will be presented with other advanced publicize options to assign tags, industry label and a template icon. Once you have filled in the required information, click 'Publish to Public Library'.
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Once you publicize this template, your template is added to our Public Library
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You can view this (now public) template in our Public Library using the custom URL.
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Your template is now available in the
Tallyfy Public Library. We guess you feel super-proud making that kind of contribution to the world - and to your peer group. make sure everyone knows about it, by sharing the link to your LinkedIn, social media and co-workers. Thanks for being awesome!