How to Use Library Templates

How to Use Library Templates


There are many documents to generate for events during the different phases of their lifetime. Examples include:
  1. Thank-you for holding the date
  2. Confirm release of the date
  3. Confirm the date
  4. Contract
  5. Pre-event Questionnaire
  6. ...many more
eSpeakers can quickly generate these for any event on your calendar by filling the event's details into a template document. The template document is easy to prepare using Word or Excel and these instructions.

How Do I Generate Contracts and Other Documents Using Templates?

It's easy to generate contracts, invoices, thank-you notes...any type of document you use Word or Excel to create.
  1. Sign in to your eSpeakers calendar.
  2. Select the event for which you want to generate a document.
  3. Click the LIBRARY tab.
  4. In the TEMPLATE LIBRARY list, find the template for the type of document you'd like to create.
    (If you need to prepare a new template, follow these instructions and then return to the next step.)

    library merge

  5. Click the MERGE button for the template you'd like to use.
  6. Wait a few moments while your document is being prepared. The eSpeakers system is filling in all of the placeholder codes in the template document with data from the event. When it's ready, click the DOWNLOAD button to retrieve your document.

    library merge complete

  7. The document is a complete Word or Excel file, ready to print, save, email, etc. You can also make any changes you like to it after it's been generated.




    • Related Articles

    • Copy Templates

      You can copy Library Templates from one speaker to another as long as your username has SPKR or ADMN privlegies and is attached to those two (or more) speaker accounts. This functions replaces all templates with those of the chosen speaker. Login to ...

    • User Management

      Change password, name or email  You can update yours or another user on the account's email, phone, password, mail preferences, and access level.   To change another user (besides yourself), you must be signed in as an ADMIN or SPEAKER level user.  ...

    • Generate and Store Documents in EventCX

      PRESENTER During an event's lifecycle, there are typically a few documents to be created and stored for the event. EventCX can create most of those documents for you, and store them right on the event. Examples of event-related documents: Thank-you ...

    • How to Create Template Documents

      There are many documents to generate for events during the different phases of their lifetime. Examples include: "Thank-you for holding the date" letter "Confirm release of the date" letter "Confirm the date" letter Contract Pre-event Questionnaire ...

    • Use Calendly With Your EventCX Speaking Calendar

      PRESENTERS Calendly.com provides a service that allows easier scheduling of phone calls or other short appointments. When allowing others to schedule appointments with you, Calendly can check your calendar for availability, and certainly your ...