Adding documents to your trip

Overview

You can add documents to your trip to share important files with clients.

Documents can be added either to the trip in general or attached to specific itinerary items.

Adding a general document

You can upload documents that are available for the entire trip:

1. Open the Overview tab of the trip
2. Scroll to the Documents section
3. Drag and drop a file into the upload area or click to upload a file

The document is now available at the trip level.

Attaching a document to an itinerary item

You can attach files to specific parts of the itinerary:

1. Open an itinerary item
2. In the contextual properties panel, locate the Documents section
3. Drag and drop a file into the upload area or click to upload a file

The document is now linked to that item.

Sharing documents with clients

Documents are not visible to clients by default.

To share documents:

1. Open the trip and switch to the Documents tab
2. Locate the Share with client column
3. Set the desired documents to Client-visible
4. Publish your trip

Result

Documents are available either:

• Across the entire trip
• Or within specific itinerary items

Clients can access shared documents in the client portal.

Tip

Use the Overview upload area for general documents, and attach files to specific items to keep information organized.