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How do I Set up Chain Document Templates?

Sharing Document Templates Across Properties in a Chain

Updated over a month ago

Related Questions

  • What are Chain Document Templates?

  • Can I share Document Templates?

  • Can multiple organizations use the same templates?

  • Multi Organization permission level on Document Templates

  • Copy a document template to another property

Procedure:

Chain Document Templates are visible for all Organizations across the Chain and all Organizations can use them on Bookings.

You must be a Chain Administrator to add or modify a Document Template to be shared across the Chain.


How to share an existing Document Template across a Chain.

  1. Ensure you are logged into the Organization with the Template you would like to adjust

  2. Click Settings and then Templates & Files

  3. Click Document Templates

  4. Find the desired template & Click Edit

  5. Click the Organization in blue next to Permissions

  6. Select Chain from the Permission Level dropdown box

  7. Make any required changes to the template (if applicable) and Save

Additional Information

From the Chain Dashboard you can Add New Document Template. Any added from the Chain Dashboard are automatically shared across the Chain.

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