Templates is 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

• Select My Templates, Company Templates, or Group Templates.
  • My Templates are Templates you've created.
  • Company Templates are published Templates by other advisors made available to your Company.
  • Group Templates are Pending and Published Templates made by other advisors within your Company.
    • 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.