The Document Types page provides a centralized list of all predefined and system-generated document types. It helps ensure consistency across the organization by defining how documents are classified and used within bookings, proposals, and client communications.
This feature is primarily used by system administrators or users with access to Settings → Fields → Document Types.
Layout and Features
Page Header: Displays the title “Document Types – [Organization Name]” and navigation breadcrumbs leading back to the settings dashboard.
Search Bar: Allows quick searching through the available document types.
Buttons:
New Document Type: Adds a custom document type (if permitted by the user’s access level).
Show Archived: Displays document types that have been archived for reference or cleanup.
Table Columns:
Value Name: Lists the names of all existing document types.
Organizations: Shows which organization(s) each document type applies to (system fields typically apply to all organizations).
Default System Document Types
Event Temple includes several built-in document types that cannot be deleted or modified, as they are essential for core platform functionality. Common default document types include:
Banquet Check – Used for billing and event summary details.
Form – General forms or information documents.
Generic – Default template for miscellaneous documents.
Quote – Used for pricing and preliminary cost proposals.
Proposal – Designed for formal client proposals.
Banquet Event Order (BEO) – Standard for event logistics and catering details.
Contract – Legally binding agreements with clients.
These document types are labeled as “System Field”, indicating they are built into Event Temple and cannot be removed.
User Actions Available
Create: Users with the proper permissions can add new document types using the New Document Type button.
Archive: Document types no longer in use can be archived to maintain a clean and organized list.
Search and Filter: Quickly locate specific document types using the search bar or filter options.
Practical Use Case Example
If your property wants to introduce a specific type of internal document — for example, a “Conference Summary” — administrators can create it here. Once added, it becomes selectable when generating new documents under Bookings or Events.
Summary
The Document Types page in Event Temple serves as a foundational part of organizational setup, ensuring that all templates and forms are properly categorized. It supports both system-defined and user-defined types, providing structure, consistency, and flexibility for managing various kinds of documents across the platform.
