Get Started

Tailor-Made Itineraries

Tour & Cruise Itineraries

FIT Package Itineraries

Role Guides

Kaptio Admin

Supplier Contracting

Product Design/Build

Product Content

Training Manager

Data Experts

Developers

Kaptio Platform Architecture

Architecture Overview

Development Guidelines

Functional Decomposition

Platform FAQ

New to Salesforce?

Security & Compliance

Manage your Environments

Data Import & Export

Global Platform Setup

Getting Started with Core Configuration

Manage Global Settings

Configure Channels

Managing Users, Roles & Access

Understanding Your Sample Data

PIM: Supplier Contracting

Managing Suppliers

Setup Locations

Managing Services

Configure Prices

Bulk Import Service Data

Manage Inventory

Promotion & Discount Setup

PIM: Tour & Package Design

Getting Started with Packages

Understanding Departure Types

Manage Package Pricing

Setup Package Content

Configure Package Defaulting

CRM Module

Customizing Kaptio Travel

Manage Account Record Types

Setup Trip & Itinerary Workflow

Manage Salesforce Features

CONNECT: Land & Air Connectivity

Getting Started with Connectivity

PNR Import Setup & Usage

Integrating Amadeus

Hotel Connectivity Setup & Usage

DOCS Module

Getting Started: Content

Managing Content & Media

Setup Document Stages

Setup Templates

Building Custom Content Components

Bulk Import Content Data

Using the Document Starter Kit

Using the ATOL Certificate Starter Kit

Personalizing Documents

Generating Documents

Customer Access to Documents

Email Setup & Usage

Advanced Sample Email Template

Creating and customizing templates allows you to ensure consistent branding and communication throughout your customer interactions. Here's a guide to help you navigate through setting up your document templates:

How to Create a Content Template

Content templates are the basic building blocks for your documents. Learn to create a custom content template following this guide.

How to Add a Component to Itinerary Content

Components can add more functionality and customization to your itinerary. Learn how to add a component to your itinerary content here.

How to Add a Heading, List, Quote, Tab, Video, Images, and Text to Itinerary Content

Each of these elements can help make your itinerary more informative and engaging. Learn how to add each element to your itinerary content following these guides:

How to Edit Field Sets for KT Agenda

Customizing field sets can help you to display the most relevant information in your KT Agenda. Follow this guide to learn more.


By carefully setting up your document templates, you can ensure a professional and consistent presentation that aligns with your brand and fulfills your customers' needs.

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