Event Temple

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?

Learn why secondary contacts do not automatically appear on documents, invoices, or reports in Event Temple and how to manually include them using custom fields or merge fields.

How to Add Secondary Contacts to Documents and Invoices

Add New Page to a Document - Blank Page in Documents

Can I Insert a Blank Page into my Document Template?

Merge fields auto-populate client, booking, and group data in Event Temple templates. Learn what merge fields are, how to add them to your documents, and tips to ensure they populate…

Merge Fields in Event Temple: What They Are and How to Use Them

How Do I Rename a Document

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?

Learn how to create, edit, and manage Document Templates in Event Temple. Customize contracts, BEOs, and proposals with merge fields, clone templates, set permissions, and ensure consistent, professional documents across…

Document Templates in Event Temple: Overview and Editing Guide

Learn about Document Template permissions in Event Temple, including organization vs chain levels and who can create, edit, or delete templates based on user roles and ownership rules.

What Are the Permissions on Document & Email Templates?

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

How Can I Organize Document Templates?

Create easy-to-use forms in Event Temple using Document Templates for clients and guests. Collect information with text fields, picklists, checklists, and signatures, with all responses saved directly in the document…

Using Documents to Collect Client & Guest Information

HTML changes in email templates may not save if left in code view. Learn how to switch back to the standard editor before saving to ensure your updates are properly…

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

Update images in a document template by replacing them in the editor. You can upload a new image and adjust size, alignment, and padding before saving.

How Do I Update Images in 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?

Highlight Text in a BEO - Highlight Text in a Contract

Can I Highlight Sections on a Document Template?

Link uploaded files (like PDFs or floorplans) in a document template by copying the file URL and adding it as a text or image link within a text box.

How Do I Link a File in 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?

Accidentally deleted a template component in Event Temple? Deletion is permanent and cannot be undone. Learn practical steps to restore components from other templates, backups, or manually, and tips to…

How to Restore Deleted Template Components in Event Temple

Email templates or documents appear blank or fail to load due to antivirus or security software blocking Event Temple pages. Whitelist *.eventtemple.com to resolve missing or null results.

Cannot view documents or email templates / blank pages or missing results

Template FAQ

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