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 IntegrationThe 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:
How the Customer Receives and Acts on Itinerary Content
It's crucial to know how customers receive and engage with the content you provide them. Find more information on this here.
How to Create Itinerary Content
Creating effective itinerary content is the first step to generating meaningful documents. Find out how to create itinerary content here.
How to Publish Itinerary Content
Once your itinerary content is ready, the next step is to publish it. Learn about this process here.
How to Send Your Itinerary Content
If you're looking to send your itinerary content to specific customers, this guide here will be beneficial.
How to Send Itinerary Content using Bulk Operation
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.
How to Automate Document Generations using Kaptio Actions
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.