How documents appear to clients

    Overview

    Clients can access documents in the client portal, both within specific itinerary items and in a dedicated documents view.

    Documents in itinerary items

    When a document is attached to an item:

    1. Clients open the item details
    2. A Documents section is shown

    All documents linked to that item are available there.


    Documents overview

    Clients can also access all documents in one place:

    1. Open the client portal menu
    2. Select Documents

    This opens a dedicated view where:

    • Trip-level documents are shown
    • Item-specific documents are included

    Result

    Clients can easily access all relevant documents, either in context or in a single overview.

    Tip

    In the mobile app, documents are saved offline, allowing clients to access them at any time.

    Published