Library
Configuring your library in Tern
Your Tern libraryStart with key suppliers, templates, and basic workflows. Follow these practices to audit your current system and bring over your must-have content into Tern that is critical to start with.…
Automation in TernAn end to end guide to automating emails & task creation in Tern
Organize library items with foldersLearn how to manage your library with folders in Tern - now available for activity and email templates
Trigger an automation to send immediatelyHow to automate actions that occur immediately when a trip is created or its status changes
Forms
Information on using Tern's form tools.
Managing Forms in TernGuide to personalizing, managing, and sharing forms in Tern
How to Add a Trip Request Form to your website's Call to Action area and automate your Inquiry process
Am I able to delete a form template if it has responses?What is the impact on existing responses when deleting a form template?
Can I add an e signature to my forms?Easily add an e-signature block to your forms for secure client sign-offs. Drag and drop the block, and clients can sign electronically.
How to add a Tern form to your websiteLearn how to link a Tern trip request form to your website, guiding clients to submit trip details directly to Tern
Emailing forms to clients in TernHow to send forms via email in Tern