Templates is the main page for your Templates in Trip Publisher, and is where you can browse, filter, and search through your Published and Pending Templates.



  • Select My TemplatesCompany Templates, or Group Templates.
    • My Templates are Templates you've created.
    • Company Templates are published Templates by other advisors made available to your Company.
    • Group Templates are Pending and Published Templates made by other advisors within your Company.
      • Only Company Administrators or members in a Group can view Group Templates
      • Search through Templates by clicking the Filter icon beside the search bar.

  • Filter Templates by Trip Status or by Date Created. Use the search bar to refine further by keyword or tag.