🧭 Steps to Organize Document Templates
Go to Document Templates
Navigate to Settings → Templates & Files → Document Templates.
View Template Tabs
You’ll see two tabs at the top:
Organization Templates – Templates created or customized by your property.
Event Temple Standard Templates – Pre-built templates provided by Event Temple.
Use these tabs to keep your custom templates separate from system defaults.
Search or Filter Templates
Use the search bar at the top to quickly locate a specific document by name.
Click Add Filter to narrow results by:
Document Type (e.g., Contract, Proposal, Banquet Event Order)
Owner (who created or manages the template)
Permission Level
Use Columns to Sort
Click on the column headers (Title, Permission, Owner, Document Type) to sort templates alphabetically or by category.
You can also click the Columns button to hide or display specific columns.
Group by Document Type
Each template is labeled with its Document Type (e.g., Contract, BEO, Proposal).
Use these types to organize templates logically based on their purpose.
Archive Old Templates
To remove clutter without deleting files, click the Archive (box icon) on the right-hand side of a template.
Archived templates can be viewed anytime by checking “Show Archived.”
Rename or Clone for Variations
Use the Edit or Clone buttons to create versions by region, language, or client type (e.g., “Contract – Corporate” or “BEO – German”).
💡 Tips
Keep naming consistent — include version or purpose in the title (e.g., Contract – 2025 Update).
Use archiving instead of deleting to maintain version history.
Regularly review and remove outdated templates to keep your workspace organized.