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Documents

Capture how-to's and playbooks

  • DOCUMENT > What is a Document? How do I create a document?
  • DOCUMENT > How do I create and insert form fields into a document automation?
  • FILE > Where are files stored on Tallyfy?
  • DOCUMENT > How do I launch document automations (templates)?
  • TOOLS > How can I use a blueprint as a snippet?
  • ACCESS > How do I make my blueprint accessible to anyone outside of my organization?
  • ACCESS > How do I see example blueprints created by everyone on the Public Library?
  • BLUEPRINT > What are the different types of blueprints available in Tallyfy?
  • TOOLS > How do I add and edit images in blueprints?
  • TOOLS > How do I change blueprint icons?
  • ORGANIZATION > How do I delete a blueprint?

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