Skip to main content

Multilingual Documents

Enable a secondary language for documents, translate system fields, and create language-specific document templates for customers in their preferred language.

Updated over 2 weeks ago

Overview

This guide walks you through configuring a secondary language for Documents, updating translations for system fields, creating Document Templates in your secondary language, and using them in bookings. Following these steps ensures all document content appears fully translated for customers.

Additionally, the Multilingual Documents feature automatically adjusts formatting elements, such as dates, to align with the selected language, ensuring culturally appropriate presentation of documents.

Note: These steps apply to Documents. If you’re creating multilingual Smart Proposals, follow the Multilingual Proposals guide.


Step 1: Set Your Secondary Language

  1. Navigate to OrganizationGeneral SettingsLanguage & Region.

  2. Under Secondary Language, select the language you want to use.

Currently available secondary languages:

  • Danish

  • Dutch

  • English

  • French

  • German

  • Italian

  • Norwegian

  • Spanish

  • Swedish


Step 2: Update Your Translations

  1. Go to OrganizationTranslations.

  2. Update the fields in this section by either:

    • Typing out the translation manually, or

    • Clicking the 💡 “Auto-translate” icon to automatically generate translations.

This approach eliminates the need for manually duplicating items or templates for different languages, streamlining the translation process and ensuring consistency.


Step 3: Create Your Document Templates in the Secondary Language

  1. Create or clone a template

    • You can either create a new Document Template or clone an existing one.

  2. Select your secondary language

    • When creating the template, make sure to select your secondary language.

  3. Translate all text content

    • Only the fields updated in Step 2 will be automatically translated.

    • For any additional custom content, such as text boxes, translate manually to ensure the document is fully complete.

    • Make sure that headers in your elements such as Room Block, Menu Items, and Events/Spaces are updated with the correct translation in the Component Name “Optional Label” field.

  1. Automatic formatting adjustments

  • Once the secondary language is applied, formatting elements such as dates will automatically adjust to match the selected language, ensuring cultural appropriateness.


Step 4: Use Your Template in Bookings

  1. Once your Document Template is ready, it can be used in bookings.

  2. When selecting a document, customers will now see an icon indicating the document language.


Following these steps ensures your documents are fully translated and ready for customers in your selected secondary language.

By leveraging these features, you can efficiently manage multilingual content and ensure accurate, localized communication across different languages.

For a step-by-step guide on creating document templates, please refer to our Document Masterclass linked below.

Did this answer your question?