🧭 Steps to Access Pre-Built Document Templates
Go to “Document Templates”
From the left-hand menu, select Templates & Files → Document Templates.
Open the Template Library
At the top of the page, you’ll see two tabs or buttons:
Organization Templates – these are templates your organization has already created or customized.
Event Temple Standard Templates – these are pre-built templates provided by Event Temple.
Browse the Available Templates
Under Event Temple Standard Templates, you’ll find ready-made documents such as:
Banquet Event Order (Two Column)
Contract
Hotel Proposal
Group Resume
Corporate Rate Agreement
Venue Proposal
Preview or Copy a Template
Click the Preview button (eye icon) to view the template.
To use it in your account, click Copy (you may see this when previewing).
Once copied, it appears under Organization Templates, where you can rename and edit it.
💡 Tip
Copied templates can be fully customized — you can:
Add or remove merge fields, text boxes, and images.
Adjust formatting or branding.
Rename or assign them to specific document types (like Contract, Proposal, or Generic).
