Adding Default Text for the Account

Creating default text on the administrative level sets the text for all users in the account. This can be done for each template.

*You must have manager access for this function*

Watch here or follow the directions below.

1. Click the gear icon located in the top right corner of the screen.

2. Select SETTINGS for your property/venue.

3. Select TEMPLATES on the left side of the screen.

4. Choose the template that you would like to update.

5. Add your text for any of the fields provided.

6. Click UPDATE TEMPLATE.

*Note: if you are copying/pasting verbiage from another platform, use a service such as https://convertcase.net/ to remove the backend formatting prior to pasting it into your proposal templates.

*Note: Users also have the flexibility to create their own personalized default text, see 'Setting Up Default Text - User Level' under 'Managing Your Account'.