Get Started
Role Guides
Kaptio Platform Architecture
Global Platform Setup
Getting Started with Core Configuration
Managing Users, Roles & Access
Understanding Your Sample Data
PIM: Supplier Contracting
PIM: Tour & Package Design
CRM Module
Setup Trip & Itinerary Workflow
CONNECT: Land & Air Connectivity
Getting Started with Connectivity
Hotel Connectivity Setup & Usage
DOCS Module
Building Custom Content Components
Using the Document Starter Kit
Using the ATOL Certificate Starter Kit
Advanced Sample Email Template
The generation of documents within Kaptio involves multiple steps to ensure that each document is tailored to meet your customer's needs and enhance their experience. Here's a guide to assist you in understanding this process:
It's crucial to know how customers receive and engage with the content you provide them. Find more information on this here.
Creating effective itinerary content is the first step to generating meaningful documents. Find out how to create itinerary content here.
Once your itinerary content is ready, the next step is to publish it. Learn about this process here.
If you're looking to send your itinerary content to specific customers, this guide here will be beneficial.
When you need to send itinerary content to a large number of recipients, Kaptio's bulk operation comes in handy. Learn how to use this function here.
Kaptio Actions are ways to automate Document Generation using Salesforce Flows. Learn more about Kaptio Actions here.
Understanding each step in the document generation process within Kaptio will help you create impactful and personalized communications for your customers.
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