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.


    • Related Articles

    • Overview of Templates

      Templates in Trip Publisher allow you to create a model of a Trip that can be saved and reused for similar Trips; Templates have a wide range of functionality similar to building a Trip, but with the added improvement of being able to reuse a ...

    • Deleting Templates

      Templates can be deleted at any time by the creator or company Administrator. Deleting templates will not alter or remove templates already added to trips. From Templates Dashboard Find the template to delete using the Search and Filter options. ...

    • Creating Templates

      Creating Templates in the Trip Publisher has never been easier. Here's how to get started. Create Template Navigate to Templates and click the +New button in the top-right corner. Add details Give your Template a name and add the duration (these can ...

    • Publishing Company Templates

      If a Template is Pending in Group Templates, Company Administrators can publish a Template and make it available to other agents in Company Templates. Choose the Template you wish to Publish and make it available to your Company from Group Templates. ...

    • Template Access Settings: Group Templates

      Group Templates allow Company Administrators and Group users to see and use other agent Templates. In Templates, select Group Templates. From Group Templates, Administrators can select Delete Template. All users can Create Trip From Template. Only ...