Documents
Capture how-to's and playbooks
- FILE > Where are files stored on Tallyfy?
- DOCUMENT > How do I create and insert form fields into a document automation?
- 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 search for blueprints, processes and tasks?
- TOOLS > How do I add and edit images in blueprints?
- DOCUMENT > What is a Document? How do I create a document?
- TOOLS > How do I change blueprint icons?
- ORGANIZATION > How do I delete a blueprint?