TOOLS > How can I use a template as a snippet?

Does your organization have SOPs or documents that need to refer to other documents or procedures? Tallyfy allows you to embed templates within templates.

The embedded template content will automatically show in the 'read' mode or in an active process.

Steps to embed a template:

1

Click on the Scissors icon. Select the Template dropdown.

2

Click on the template you wish to embed.

3

The embedded template will show in read mode and also in task descriptions when the process/task is active.