Event Temple

Attach Invoices to emails or directly to Documents in Event Temple. Link multiple items in emails or nest a single Invoice within a Document URL for easy client sharing and…

How to Attach an Invoice When Sending Documents

Download a PDF of a document from Booking → Documents using the dropdown arrow in the list or Actions inside the document. If it fails, check disk space or large…

How Do I Download a PDF of a Document?

How do I Share a Document or Contract with an Account?

Why Is the Timestamp at the Bottom of My Document PDF Incorrect?

You can attach several documents from a booking directly into an email in Event Temple. This is useful when you need to send contracts, BEOs, resumes, or invoices together in…

How can I send multiple Documents in one email?

Learn how to batch print or export multiple documents in Event Temple. Filter by date, booking, or document type, export as PDF, and optimize layout for BEOs. Save views for…

How To Batch Print or Export a Document

Why are my Document PDF margins so large?

How come the wrong Contract was sent to a client? The Proposal sent to the customer was from a different Booking?

Why Is The Wrong Document Sending in an Email?

HowIf you need to view or export all Function Sheets, BEOs, or other Document Types for upcoming events, you can easily do this from the Documents module in Event Temple.…

How to Pull The Coming Weeks Function Sheets

Customize the email text when sharing Documents or Invoices in Event Temple by using Email Templates. Include merge fields for Document or Invoice links to automate and standardize your messages.

Can I Change the Default Text When Sharing a Document or Invoice in Event Temple?

Sharing Documents

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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