The Styles tab allows you to update the text color & font of your Document Template or Document, as well as the Orientation, Page Size, and Margins.

Padding

Padding refers to the spacing you will like the Document element to have within the Document with the previous document element (top padding), the following Document element (Bottom padding), or the sides (Left and Right padding).

Formatting

You are also able to customize the text formatting for the document element you will have the option to change the Font Family, Font Size, Font Weight, and Font Color.

Document elements like Columns and Signatures will allow you to add a Title and/or a Label to the information you are showing.

For the Signature for example you can set up a title:

And a Label for that title:

And this is how the information will be shown in the document:

Furthermore, the show option will allow you to choose whether or not the feature Title or Label will be visible on the document. More than just making a blank space, it removes it altogether from its final format.

You have the ability to customize the labels when you edit a Document Element. The Component Name is our default label which will display (if the box is ticked) but you enter your preferred label name in the Optional Label field if you choose to.

To add these elements, simply click on them, then drag and drop them onto the document editor where you would like them to go. If you make a mistake, just delete them by clicking the Trash icon .

Edit them, by highlighting & double-clicking, or clicking the edit icon.

We show placeholders for various document elements when editing documents and document templates if data isn’t available. The placeholders are never visible when a guest is viewing a Document.

Within multiple Document Elements you'll see the below image. Allow me to introduce you to Merge Fields!

Using Merge Fields you can build a text block that will appear personalized to each and every client. Under each header is a drop-down list of options, that will pull the data from the Booking/Contact/Account, etc... into the Document.

This feature helps manage and eliminate empty space on your document, by positioning separate features next to one another.

You'll use this to build all of your read-only portions of your document (ie terms & conditions, welcome greeting, etc...). You can add images, tables and customise the text, including the use of merge fields.

If you're experienced in HTML, utilize code view for additional enhancements

This feature allows you to upload an image, or choose existing image. These can be images you previously uploaded or you can select your organization's logo (added in settings).

This feature allows you to input a line in your Document to divide other elements.

This element will add a new page to your Document

The Picklist allows you to offer predetermined options to either your client or the staff filling out the form. Where things get interesting is with the Description, which has the full functionality of a Text Box. This feature is optional but it allows you to automate the inclusion of supplementary information that is specific to the choice. You can add more options (default is two) and re-order them once created. Click here to find out more.

Input Text is a question field with a text box for guests or users to fill in. The difference between the two is their capacity:

Click here to find out more.

Checklist allows for a predetermined set of options that you offer to the client. Unlike Picklist, this tool has the ability to allow for multiple selections. Click here to find out more.

A digital e-initials, this can be a Client Signature for guests, or Vendor Signature for Event Temple Users. Click here to find out more

A digital e-signature for e-signing the contract digitally, can be a Client Signature for guests, or Vendor Signature for Event Temple Users. Click here to find out more

This element allows you to auto-populate your document with Menu Items from a Booking, Invoice or Event/s. Click here for detailed information on this Document Element.

This feature allows you to auto-populate your document with information pertaining to the Event Space(s). You can configure what is displayed by using the check boxes and can change the labels. Using the Custom Option, this element can be used to build a Timeline for Events. Click here for detailed information on this Document Element.

This element represents the lodging used by a group. You can customize it to show Dates (Arrival/Departure will always be included), Room Type, Number of each Type, Pick up and Rate.