Setup a HTML Document Template

Learn how to add a HTML template in iVvy.

iVvy comes with standard HTML templates that you can amend yourself or you can contact to discuss iVvy replicating your current template for you*.
*Additional fees may apply.

HTML templates can be created for: 

  • Proposals/ Quotes
  • Contracts
  • Banquet Event Orders (BEO) 
  • Banquet Check 
  • Group Resumes 
  • E-documents

To Setup a HTML Template for your Venue

  1. Within your venue navigate to Setup > Templates > Document Templates.

  2. Click on "Add Template(or can edit a existing one).

  3. Select Generic Templates > Select the template type you wish to create. The generic templates have existing HTML formatting and is a great starting point for your templates. 

    Create Template
  4. Add a Template Name and edit the template as required .
  5. Select Save at the bottom of the document.
Please navigate to the below articles to learn about how to format and edit your Documents

If you know the CSS coding language you can access the CSS code by clicking on the “Source” button within the template editor.