Video about document templates and creating document for an event
Using document templates in MICE, you can efficiently generate internal documents such as kitchen lists and (detailed) schedules. Once a template has been configured, you can produce a complete event document - including client details, the program, and cost information - with only a few clicks.
Create a new document template
Follow these steps to create a new document template:
Go to Setup via the main menu.
In the setup menu, go to Templates and then Documents.
Click on + New template.
Give the document template a name.
Press + Add a block to add a field.
Documents are available in MICE Regular & Pro, not in Start.
Arrange a document template
Headings
Set the font separate from the title (H1) and subtitles (H2) that you can select in the text box and cover page.
Cover page
Add a cover page over which you can place the text (see above description under text block to format the text). You can easily create an A4 cover page with several free and easy to use tools, one example is canva.com.
Text block
At the top of the page there are several formatting options to edit the text in the quotation. Make the text bold, italic, underlined or crossed out, summarize words or phrases and add links to your quotation.
Click on the icon above to place variable information from an event in your text box. There are several options available. For dates and amounts, you can also set the desired format for display.
Image
Select the 'gear' icon, and click on the gray box to add a photo. Select Bleed if you want to place the photo across the entire width.
You can easily create edited photos and photo collages using a variety of free and easy-to-use tools, such as canva.com.
Cost overview & Turnstile
Select the 'gear' icon to customize the table properties to your needs. You can add a cost overview and script with different properties several times per quote.
Filter products by selecting the desired categories in the roadmap or cost overview at the bottom of the overview when selecting a category.