ACCESS > How do I make my template accessible to anyone outside of my organization?

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

1

Open your  Library view and click 'Edit' on the template you wish to share.

2

Click the 'Advanced Settings' option to access the 'Publicize' feature.  

3

Turn the 'Publicize' toggle to 'Yes'.

4

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'.

5

Once you publicize this template, your template is added to our Public Library

6

You can view this (now public) template in our Public Library using the custom URL. 

7

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!