View document template details

The content of this page is specific to the Delphi product type. If you are using the Delphi Core product type, click here to access the Delphi Core-specific online help.

The Document Template page displays information about the selected document template record. This information includes sections for BEO, banquet check, and advanced booking templates, and the attached Word template.

You can use the Document Template page to do the following:

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

The page is divided into the following areas:

Field Description
Document Template Detail
Name The template name needs to be unique and contain both the document type and the language, such as 'Group Contract' or 'Group Contract (French).'

You cannot have two templates with the same name at a property.
Booking Event Select Select one of the following:

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 Select one of the following:

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 Select one of the following:

None - Packages are not applicable to the merge document.

Multi - The user can select multiple packages for the merge document.
Booking Other Income Select Select one of the following:

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 controls the type of information that displays. The template type needs to match the selection made when creating the merge template in Word.
Master Source Corporate - The template is available to all properties.

Property - The template is only available to the selected property.
Property If you create a property-specific template, find and select the property. For corporate document templates, leave this field blank.
Active Select this checkbox to make the template available to users.
Share with Delphi Select This option only displays in a multi-module org. Select this checkbox if this corporate template needs to be available to all properties using Delphi Select.

The Master Source value needs to be Corporate and the Template Type value needs to be Advanced Booking.
Advanced Booking Display Options

The following options are only available for the Advanced Booking template type.
Display Cross-Property Events Select this option to include cross-property booking events.

This option requires the Merge Add-In Tool version 3.6.9.4 or higher, which includes the Property:Property template part field. Once this field has been added to an event table, the document displays the name of the property where each event is held.
Hide Run of House Rooms

Hide Occupancies without Rooms/Rates

Hide Room Types without Rooms/Rates

 Select these options to hide certain guestrooms from the merge document. These options can be helpful for properties that do not block ROH rooms or multiple occupancies.

Additional information:

  • When you select the Hide Run of House Rooms checkbox, the ROH row is hidden even if rooms are blocked in ROH.
  • If values are entered for an occupancy on one room type, that occupancy displays for all other room types.
Additional Information
Document Sections This includes the sections added to an Advanced Booking template that contain package and guestroom information. See Add sections to a document template.
Notes & Attachments This includes Word templates attached to the document template record. The most recent version displays at the top of the list. See Attach Word templates to document templates.
Learn more...

Overview: Document templates