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How Do I Share a Document Template With Another Property in my Chain?
How Do I Share a Document Template With Another Property in my Chain?

Update a Chain Document for my Hotel​- How can I customize a Chain Document Template for my property

Updated over a week ago

Chains level Document Templates are shared across all Organizations, with the goal being to ensure that all Users have clean, professional and appropriately branded Documents. These should not be modified unless it is to suit a Chain-wide need.

If you are a Chain Admin user, it is possible to Clone a Chain Document Template into an individual organization if needed.

  1. Select the Chain from the Organization list at the top-right of the page

  2. Click Templates & Files

  3. Click Document Templates

  4. On the selected Template, Click Clone

  1. Enter a Title for the NewTemplate

  2. Click Clone to Confirm

  3. Scroll to Permission at the top of the page

  4. Click on Chain

  5. From the dropdown generated, select the Organization you wish to move the Document to

  6. Click Save

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