Document Templates make Guest communication easier because you can create re-usable templates for automatic or manual emails, as well as customized forms for your guests.

You can create the following template types:

• Email template 
  • Send an automatic email
  • Send a pre-filled email manually
• Guest Registration
• Guest Statement
• Document 
  • Print from a Reservation
  • Use a template to collect Signatures via Guest Portal
  • Include in emails as an Attachment

How to see your Document Templates

To see the list of the Document Templates in your innRoad account:

• Log in to innRoad
• Go to Setup
• Click Document Templates
  

You can now see more information about your document templates without opening the template, including:

• Type - to identify the main function of a specific template
• Source - to display the sources the template is applicable to
• Properties - multi-property clients can immediately see if a template is available for multiple properties 
• Attachments - Email templates with attachments will show an attachment ? icon:
  
• Preview - hover on the template name to see a preview of the template
  

How to Filter the list of Document Templates

You can filter the displayed templates by Types, Sources or Properties.

How to Filter by Type:

• Click the Types field
• Select 1 or more Types to filter by
  
• Optionally, apply other filtering options
• Click Search to filter the displayed templates.

How To Filter by Source:

• Click the Sources field
• Select one or more Sources that you'd like your templates filtered by
  
• Optionally, apply other filtering options
• Click Search to filter the displayed templates

How to Filter by Status:

• Click the Status field
• Select the relevant Status to filter by
  
• Optionally, apply other filtering options
• Click Search to filter the displayed templates.