Step-by-step flows
Add a document
- Open the trip editor or the Trips list.
- Click "Documents" or the document icon for that trip.
- Enter a clear document label, such as "Final vouchers" or "Insurance guide".
- Choose the access mode.
- Select the document file.
- Click "Add document".
- Publish the trip if the traveler should see the document link.
Choose the right access mode
- Document access codes are sent only to the trip client/contact email.
- For a different traveler, clone the trip or update the trip client/contact email before sharing private documents.
- For private documents, make sure the trip is linked to the correct client or contact email.
What the traveler does
- The traveler clicks the document link on the proposal or itinerary.
- The traveler enters their email address.
- The traveler receives a one-time code by email.
- The traveler enters the code to open or download the document.
Notes
- Trip documents are stored outside the public web root and streamed through access-controlled links.
- When duplicating a trip, documents are copied only if you select them.