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View document template details

The Document Template page displays information about the selected document template record, including its sections (for BEO, banquet check, and Advanced Booking templates) and its attached Word template.

Using the Document Template page, you can do the following:

To open the Document Template page, do one of the following:

For corporate document templates - Navigate to Document Templates. Select the appropriate view, and then click the document template name.
For property document templates - Click the Properties tab, select the appropriate view, and then click the property name. Go to the Document Templates section and click the document template name.

The page is divided into the following areas:

Document Template Detail
Name	The template name must be unique and contain both the document type and language, such as Group Contract, Catering Contract, Wedding Proposal or Group Contract (French),Catering Contract (French), and Wedding Proposal (French). You cannot have two templates with the same name at a single property.
Booking Event Select	None - Booking events are not applicable to the merge document. Single- The user can select only one booking event for the merge document. Multi - The user can select multiple booking events for the merge document.
Room Block Select	None - Guestrooms are not applicable to the merge document. Single - The user can select only one room block for the merge document. Multi- The user can select multiple room blocks for the merge document.
Booking Package Select	None - Packages are not applicable to the merge document. Multi- The user can select multiple packages for the merge document.
Booking Other Income Select	None - Other income items are not applicable to the merge document. Multi- The user can select multiple other income categories for the merge document.
Template Type	The template type you select determines the type of information that can be merged into a document. This should match with the selection you specified when creating the template using the Merge Tool. Use the Advanced Booking template type to create contracts, proposals, and booking checks.
Master Source	Corporate (available to all properties) or Property (available only to the selected property).
Property	If you're creating a property-specific template, find and select the property. For corporate document templates, leave this field blank.
Active	Select to make the template available to users when they are merging.
Share with Delphi Select	Only displays in a multi-module org. Select if this corporate template should be available to all properties using Delphi Select. (Master Source must be Corporate, and Template Type must be Advanced Booking).
Advanced Booking Display Options The following options are available for the Advanced Booking template type only.
Display Cross-Property Events	Includes cross-property booking events from multiple properties in a single contract or proposal. This option requires the Merge Add-In Tool version 3.6.9.4 or later, which includes the Property:Property template part field. Once this field has been added to an event table in the merge template, the document will display the name of the property where each event is being held.
Hide Run of House Rooms Hide Occupancies without Rooms/Rates Hide Room Types without Rooms/Rates	When selected, these options automatically exclude certain guestrooms from displaying in merge documents. This ensures that your customers see only the guestroom details that are relevant to their booking and saves you from having to manually modify every contract. This is especially helpful for properties that do not block ROH rooms or multiple occupancies. A few things to keep in mind: When you select the Hide Run of House Rooms check box, the ROH row will be hidden regardless of whether or not rooms have been blocked in ROH. If values have been entered for an occupancy on one room type, that occupancy will display for other rooms types regardless if rooms or rates have been entered.

The Document Template page also includes the following additional information:

Additional Information
Document Sections	The sections that have been added to an Advanced Booking template that contains package and/or guestroom information (for example, a booking check). See Add sections to a document template.
Notes & Attachments	The Word templates attached to the document template record. The most recent version is displayed at the top of the list. See Attach Word templates to document templates.

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Overview: Document templates