Edit document templates

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You can use the Document Template Edit page to update the details of a document template record, including the types of information that can be merged. Additional ways a document template can be modified include:

To edit the document template details

  1. Do one of the following to open the Document Template Edit page:
    • To edit a property document template, on the Property page, go to the Document Templates section and click Edit next to the document template.
    • To edit a corporate document template, navigate to Document Templates, select the appropriate view, and then click Edit next to the document template.

  2. Make the necessary changes to the document template details.

    The required fields display a red indicator. These fields need to be complete before you can save the record.

    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.
  3. Click Save. Your changes apply the next time the template is used to generate a merge document.
Learn more...

Overview: Document templates

Create merge templates