How to add custom description while creating a quote or tour template

This article explains how to add a custom description to your Content Library while creating an itinerary. You can also add descriptions directly to your Content Library—a separate article covers that process.

You can have your custom descriptions for:

• A: Custom items you created
• B: Alternative for a SafariOffice database item

Adding content while creating a quote or a tour template

You can add content to your Library while creating a quote or tour template. This is done in the Preview & Edit stage of the process.

To Access Preview & Edit Mode:

1. Open the SafariOffice quote or tour the template creation process.
2. Go to Step 3: Preview and Edit mode.
3. Edit a page to open the Edit Panel.

Switch to Your Library Content:

To add your description to an item that already has SafariOffice content, use the dropdown menu above the text area.

1. Select "Your Library Content" from the dropdown to switch from SafariOffice content to your own.
2. Click "Add a description to Your Content Library."
   • Note: If you already have content for this item, the button won’t appear, and your content will be displayed.
     
     OR

Add a New Item if No Content is Available:

If you're editing an item with no available content, you’ll automatically see a button labeled "Add a description to Your Content Library." Click this button to add a new item directly to your content library.

Open the Library View, Add and save:

1. Click the "Add a description to Your Content" button.
2. This will open the Library view.
   In the Library view, add the content you want to save.
3. After adding the content, click "Save description" to your Library for future use.
4. Once the content is saved, click the "Apply this description and return to editing" button. This action will take you back to the quote or tour template you were previously editing.

Quote or Template-Exclusive Content:

You have the option to keep content exclusive to the current quote or tour template you're working on. Simply select "Quote-Exclusive content" to create content only for this quote (or "Template-Exclusive content" when working on a tour template).

Once you start typing after loading SafariOffice content or Your Library content, SafariOffice will automatically mark it as "quote-exclusive" or "template-exclusive." This content won’t be saved to the library or override your default settings.

Useful articles

• How to add a custom description directly to Your Content Library
• How to manage your content items in the library