A Template Guide is an option in Taxi where you can upload a PDF guide to your Template. By uploading a PDF guide to your Template, it enables the people creating your emails to reference it when wanting to view all modules that sit within your Template and any other information you want to be available. This can be found when uploading a Template, on the Template page and in the editor.

To upload a Template Guide:

1. Head to Template tab

2. If you are uploading a new Template select 'Add New'

3. Upload or paste in your HTML and continue. You will see the option to 'Set Template owner & Guide'

4. Select this and you will see the options to upload a PDF guide or Paste guide URL link
   If you have multiple guides you can add a link and this can link to all the documents.

5. Click 'Save & Finish'

To add a guide to an existing Template:

1. Head to Template tab

2. Open a Template

3. On the Template Overview page select 'Actions' and select 'Change Owner & Guide'

4. Select this and you will see the options to upload a PDF guide or Paste guide URL link

5. Select Save & Finish

To view your Template:

You can view your Template

• On the Template overview page by clicking on PDF icon

• In the editor by selecting Help and selecting Guide