Bridal Document Templates

A bridal document template is a reusable layout built from your custom fields. You decide which fields appear and how they're grouped; then you pick a wedding and print the result. The template is the structure, the wedding supplies the content.

Where they live

Go to Bridal Documents in the sidebar, under Administration.

With nothing built yet you get No Document Templates Yet and an invitation to pick fields, organize them into sections, and generate reports for each wedding.

Building a template

Give the template a Template Name, then build it out of sections.

A section is just a heading with a set of fields under it. Click Add Section — the first one is Add Your First Section — and for each:

1. Name it whatever you like. New sections start as "New Section", so rename it to something meaningful: "Ceremony", "Florals", "Vendor Contacts".
2. Tick the fields to include. There's a search box, which you'll want once you have more than a handful of fields.
3. Optionally include the wedding's timeline in the section.

Sections have arrows to move them up and down, and a remove button. The order you set is the order they print in.

This is the part worth understanding properly: you pick individual fields, not whole categories. Your field categories organize the Fields page; they do not carry over here. A section can mix fields from several categories, or take three fields out of a category of twenty.

Generating a document

Switch to the Generate tab:

1. Choose a template
2. Choose a wedding
3. Check the Document Preview — it renders with your brand color
4. Click Print

Print opens your browser's print dialog. From there you can send it to a printer or save it as a PDF, which is how you'd email one to a couple — there's no separate export button, and nothing is saved back onto the wedding record.

The header above the button confirms what you're about to produce: the template name, the couple, how many sections and the wedding date.

Working with custom fields

Templates and custom fields are two halves of one workflow:

1. Define the fields you want to collect on the Custom Fields page
2. Fill them in on each wedding's Event Details tab
3. Build a template that selects the fields worth printing
4. Generate per wedding

Because the template references fields rather than values, one template serves every wedding you have.

Frequently Asked Questions

Can couples see these in their Planning Hub? No. These are generated by your team. Share one by printing to PDF and sending it.

What happens to fields a wedding hasn't filled in? The document still generates. Empty values simply come out empty.

Can I reorder or remove sections later? Yes — open the template and use the arrows or the remove button on any section.

Can I change the fonts or layout? No. The layout is fixed, and it picks up your brand color automatically.