Template documents
Articles in this collection
- What are template documents and how do you create them?
'Template documents' are documents you can create and then quickly add to the 'Overview' on template itineraries and trip itineraries. The primary purpose of template documents is to save you time and to ensure large portions of text are well...
- Edit a template card in your template document database
To edit a template document follow the steps below:Head to the 'Templates' section and then click the 'Documents' tab.Select the applicable template document to open the document.Make any edits and then click 'Update'.
- Add a template document to the Overview of a template itinerary or a trip itinerary
To add a template document to the 'Overview' of an itinerary, follow the steps below:Select the applicable itinerary.In the 'Overview' select the block you wish to add the document to. Click 'Docs' and then '+Add' and then select the applicable...
- Delete a template document in your template document database
To delete a template document, follow the steps below:Head to the 'Templates' section and then click the 'Documents' tab.Select the applicable template document to open the document.Click the trashcan icon to delete the document from your template...
- What will happen if you make a change to the content within a 'Document' in the template database?
If you make a change to the content within a ‘Document’ in the template database, then that will also make that content change to all template itineraries, proposals and upcoming trips already created (and going forwards) where that document is...