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How do I edit existing documents in Tripleseat?

Instructions around updating existing documents in Tripleseat

Step 1: 

On the left-hand navigation bar, scroll down to “Settings”. 

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Step 2: 

In the Settings window, scroll down to “Documents and Menus”. Click “Documents”. 

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Step 3: 

Studio Gather uses documents on the booking level. Under "Bookings”, select “Edit Template Content” next to “Booking Contract and Event Order”. 

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Step 4:  

A new window will popup. On the left-hand navigation bar within the edit window will be a list of existing documents. Click into to any existing documents to edit the document. 

Screenshot 2023-05-03 at 12.37.10 PM

Step 5: 

Use the “Summary Fields” on the left-hand side to add new elements to the document.  

Edit existing doc

Step 6: 

You can also click into any existing element to pull up an “Editing” box. You can also choose to delete the element by clicking “Remove Field”. 

Step 7: 

Once you have made all your changes, click “Save Layout”. 

Step 8:

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