Navigating Templates

Navigating Templates

Templates are the main page for your Templates in Trip Publisher, and is where you can browse, filter, and search through your Published and Pending Templates.

Templates Dashboard

Select My Templates, Company Templates, or Group Templates.
  1. My Templates are Templates you've created.
  2. Company Templates are published Templates by other advisors made available to your Company.
  3. Group Templates are Pending and Published Templates made by other advisors within your Company.
    1. Only Company Administrators or members in a Group can view Group Templates. 
Search through Templates by clicking the Filter icon beside the search bar.


Filter Templates by Trip Status or by Date Created. Use the search bar to refine further by keyword or tag.


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