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How to create and use Content Templates

Alex (Briefs) Gerbeville
Updated

Content Templates are templated, plug-in versions of text or images that you can insert into an event’s or booking’s docs on a case-by-case basis. This article here describes that feature more along with who would benefit from Content Templates.

 

To create content templates, you will need to:

  1. Go to Settings > Content Templates > New Template Folder. Name the folder based on what type of plugin verbiage you plan to create (e.g. Terms & Conditions or Parking and Logistics). Select what locations that folder's content will be available at. Click OK - On to Adding Content Templates.

    NewFolder.gif

  2. Give your Content Template a name. Type or paste in the verbiage you need. If you paste, be sure to clear all formatting on the text as explained in this article here.

    pt1.gif

  3. Right-click to insert Merge Fields. Those will auto-fill data when the Content Template is applied.

    pt-7.gif

  4. Click Save.

 

To utilize content templates, you will want to:

  1. Go to the event or booking where you need to create documents. 

  2. Go to the Docs tab and click "Add docs to this event." 

    AddDocs.gif

  3. Scroll to the textbox field where you wish to apply the content template. Delete any placeholder verbiage if applicable. Click on the Templates dropdown, select the folder with the verbiage you need, and select the Content Template. 

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  4. Click Save. 

 

Pro Tip: If you plan to use Content Templates 100% of the time for a field (like Terms), we recommend flagging that in your Document Template in Settings. If you set up a note like "SEE TEMPLATES" in a the relevant field of your document template to highlight that call to action, whoever creates docs will clearly see that they should select the version of text they need from the templates dropdown. To adjust the default verbiage in a field of your document template, please go to Settings > Docs > Contract & Event Order (Edit Template Content). Scroll to the Terms field. Delete any existing verbiage and type SEE TEMPLATES. Highlight and bold as desired. Click Save Template in the upper left. Going forward, all docs you create will have that note in the Terms section by default.