Update document templates
You will need to update your merge templates periodically to display your property's latest terms and conditions, guestroom block details, event details, and so on. When you are finished modifying the merge template in Word, you can quickly attach it to the existing document template. This will make the latest version of that Word template available to users when they merge from a booking, account, contact, inquiry, or volume contract.
To attach a Word template to a document template
- Update your merge template as needed.
- Do one of the following to open the Document Template page:
- To update or create a property document template - On the Property page, go to the Document Templates section and click the Name of the template you want to update or click New to create a new template.
- To update or create a corporate document template - Navigate to Document Templates, and then click the Name of the template you want to update or click New to create a new template. If you don't see the template you need in the Recent Document Templates list, select a different view.
- Upload and attach your file in the Notes & Attachments section.
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