Library
Configuring your library in Tern
By Jade and 4 others5 authors11 articles
Getting Started with 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
Using the Chrome Extension to import library contentQuickly save content from any website to your library, including photos and activity, trip, email, and form templates!
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