Documents - Downloading vs. Using
On Tallyfy, you don't download a document blueprint but you "launch" or use it.
You can then make changes to the launched document in the parts which are editable.
What is using a document?
When you edit and customize the a document blueprint - you can add variables and fields into it - think of the content of a document blueprint as a couple of things:
- Read-only content - which stays the same, no matter what - it's not editable.
- Editable content - which you can customize to your needs.
When you use a document - it becomes a process, which is like "your copy" of the document.
You can edit the editable fields but not the read-only parts.
Using vs. Downloading a document
Tallyfy does not allow you to download a document, but instead you can read, fill and use it digitally on any device.
By using a playbook vs. downloading a playbook - you save a lot of time by eliminating these common problems with traditional documents:
- No need to manually spend time changing formatting anywhere - you just focus on missing content
- No need to worry about what do I need to change here? vs. what do I need to keep the same? - just focus on what you need to change.
- No need to customize the sections that require no changes
- Easy to assign tasks to others to fill out editable parts in the document
- Everybody who grabs the document has a consistent copy of it - because the read-only bits stay the same
- Ability to use snippets - which are blocks of content that exist in all documents.
- Ability to automatically translate a document from any language, to any language - if needed.
- Ability to view and share the document on any device - since Word and PDF docs aren't easy to use on phones.