Get Started
Tailor-Made ItinerariesTour & Cruise ItinerariesFIT Package ItinerariesRole Guides
Kaptio AdminSupplier ContractingProduct Design/BuildProduct ContentTraining ManagerData ExpertsDevelopersKaptio Platform Architecture
Architecture OverviewDevelopment GuidelinesFunctional DecompositionPlatform FAQNew to Salesforce?Security & ComplianceManage your EnvironmentsData Import & ExportGlobal Platform Setup
Getting Started with Core ConfigurationManage Global SettingsConfigure ChannelsManaging Users, Roles & AccessUnderstanding Your Sample DataPIM: Supplier Contracting
Managing SuppliersSetup LocationsManaging ServicesConfigure PricesBulk Import Service DataManage InventoryPromotion & Discount SetupPIM: Tour & Package Design
Getting Started with PackagesUnderstanding Departure TypesManage Package PricingSetup Package ContentConfigure Package DefaultingCRM Module
Customizing Kaptio TravelManage Account Record TypesSetup Trip & Itinerary WorkflowManage Salesforce FeaturesCONNECT: Land & Air Connectivity
Getting Started with ConnectivityPNR Import Setup & UsageIntegrating Amadeus Hotel Connectivity Setup & UsageDOCS Module
Getting Started: ContentManaging Content & MediaSetup Document StagesSetup TemplatesBuilding Custom Content ComponentsBulk Import Content DataUsing the Document Starter KitUsing the ATOL Certificate Starter KitPersonalizing DocumentsGenerating DocumentsCustomer Access to DocumentsEmail Setup & UsageAdvanced Sample Email TemplateCRS: Training Guides
Getting Started: TrainingTraining Reservation TeamsTraining Finance TeamsPAY: Payment Gateway Integrations
Getting Started: PaymentsImplementing Braintree/PayPalIntegrating Your Own GatewayData Migration
Guide to Booking MigrationPeripheral Integration Guides
Accounting IntegrationData Warehouse IntegrationWebsite IntegrationThis is the Product Content Guide, a comprehensive resource for managing content within Kaptio. Whether you're new to content management or a seasoned pro, this guide provides you with the tools and knowledge you need to effectively create, manage, and personalize your documents.
Here you will find tips and tricks for setting up document stages, generating documents, and personalizing content to better cater to the needs of your users or customers. Additionally, we cover email setup and usage, a crucial aspect of communication and interaction with customers. Explore the links below to learn more about content management within Kaptio.
For Product Content Users
- Getting Started: Content - Delve into the basic aspects of content management within Kaptio, setting a solid foundation for your work as a content manager.
- Managing Content & Media - Learn about effective content & media management, crucial for creating engaging, media-rich experiences for your users.
- Setup Document Stages - Discover the process for setting up document stages, helping you organize and manage your documents effectively.
- Setup Templates - Familiarize yourself with the process of setting up templates, key tools that streamline your document creation process.
- Bulk Import Content Data - Gain an understanding of how to bulk import content data, making it easier to populate your system with relevant content.
- Using the Document Starter Kit - Learn about the Document Starter Kit, a handy tool that simplifies your initial document creation and management tasks.
- Personalizing Documents - Discover how to personalize documents to better cater to the unique needs of your users or customers.
- Generating Documents - Understand how to generate documents, a vital skill for providing users with the necessary information in a structured, easily accessible manner.
- Email Setup & Usage- This guide will teach you how to setup and utilize emails effectively within Kaptio, a crucial aspect of communication and interaction with customers.
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