Event Temple

Practical tips for restoring accidentally deleted template components.

How can I restore accidentally deleted template components in Event Temple?

Email Templates, Document Templates, Proposal Templates

Templates & Files

Email Templates

Learn how to add a document link to an Event Temple email template. Use the “HTML URL” merge field to attach documents generated within a booking. Document templates not linked…

Can I Add a Document Link to an Email Template?

How do I add Email Templates?

Archive Email Templates - Hide Old Email Templates

Can I Archive Email Templates?

The Document Templates page in Event Temple allows you to create, edit, and manage pre-built templates for documents such as Contracts, Proposals, Banquet Event Orders (BEOs), Credit Notes, and more.

Document Templates

Introduction To Documents Elements

Learn how to customize and display Menu Items in documents by Event, Invoice, or Booking with flexible grouping and layout options.

Menu Items Document Element

You will be able to manage the Events/Spaces Document Element

Events/Spaces Document Element

Initials & Signature Document Elements

Input Text Document Elements

Room Block Document Element

Image Document Element

Picklist Document Element

Checklist Document Element

Merge Fields in Documents

Can I Bulk-Change the Font on all Documents?

Learn how to edit custom fields in your Group Resume, update picklists, and manage the information visible for each group.

How Do I Update the Fields in My Group Resume?

Event Temple allows you to customize the look and feel of your Document Templates by adjusting the font family, colour, and size directly within the editor.

How do I change the default font for my Documents?

Columns Element

Text Box Element

Learn about supported fonts in Event Temple document and email templates. You can’t import new fonts, but can use default options like Arial, Roboto, and Lora, and paste formatted text…

Document and Email Templates — Supported Fonts and Formatting

Can I Move my Document Templates From One Organization to another?

How Can I Add Secondary Contacts to my Documents?

Add New Page to a Document - Blank Page in Documents

Can I Insert a Blank Page into my Document Template?

Preview Document Template - Print Document Template - Download Document Temple

Can I Preview/Print or Download a Document Template?

How Do I Apply a Merge Field to My Document

How Do I Rename a Document

Import Document Templates - Upload Documents into a Template

Can I Import or Upload a PDF into Event Temple?

Yes — you can access and use pre-built document templates in Event Temple. Here’s how:

Can I Access Document Templates that are Already Built?

How Can I Edit a Document Template?

What are the Permissions on Document & Email Templates?

How do I Add a Hyperlink to my Documents and Email Templates?

Clone Document Template- Can I clone a contract template from one hotel to another- Can I clone of one my BEO's to another location

How Can I Copy a Document Template?

How Can I Organize Document Templates?

Why isn't the Right Event Information Showing on my Email Template?

Create forms in Event Temple for clients or guests to fill in using Document Templates. Collect info via text fields, picklists, checklists, and signatures, all stored directly in the document.

How to Collect Client or Guest Information Using Documents in Event Temple

Why Isn't my HTML Code Saving in an Email Template?

How Do I Update Images on a Document Template?

Hide Multiple Document Templates - Archive Old Documents

Can I Batch Archive Document Templates?

Edit Standard Document Templates - Change Standard Template

Can I Edit Templates From Standard Templates?

Can I Make Menu Item Names Bold in Documents?

How Do I Create a Rooming List in Event Temple?

Highlight Text in a BEO - Highlight Text in a Contract

Can I Highlight Sections on a Document Template?

How do I link an uploaded file within a Document Template?

Attach Files to an Email - Add Attachments to an Email Template

Can I Add Attachments to Email Templates?

Re-name Uploaded Files - Change File Name

Can I Change the Name of an Uploaded File?

Template FAQ

How to Create a New Proposal Template (AI Sales Suite)

Once you’ve created or copied a proposal template, you can customize its layout and content using four key elements. These elements allow you to structure your proposal with text, images,…

How to Customize a Proposal Template (AI Sales Suite)

Proposal Templates

Files

Adding a floor plan helps your team visualize room layouts and setup requirements for each event. While Event Temple does not include a built-in floor plan designer, there are several…

How Do I Add a Floor Plan to an Event?

Files can be uploaded to Event Temple to attach to emails, documents, proposals, or templates.

How Can I Upload a File to Event Temple?

If you’ve uploaded files that are no longer needed, you can delete them directly from the Files page in Event Temple.

How do I Remove Files Saved on my Account?

How do I sort the list of files I have attached? - Can I re-arrange uploaded files?

Can I Sort Files?

Is It Possible to Create a Gallery of Photos in Event Temple?

Login to Event Temple

Find answers and get help from Intercom Support and Community Experts

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