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Publishing and sharing

Add traveler documents and vouchers

Upload trip documents to a trip and choose who can open them from the traveler page.

Step-by-step flows

Add a document

  1. Open the trip editor or the Trips list.
  2. Click "Documents" or the document icon for that trip.
  3. Enter a clear document label, such as "Final vouchers" or "Insurance guide".
  4. Choose the access mode.
  5. Select the document file.
  6. Click "Add document".
  7. Publish the trip if the traveler should see the document link.

Choose the right access mode

  1. Use "Broad email OTP" when any traveler with the emailed code may open the document.
  2. Use "Linked client/contact OTP" when only the linked client or contact email should receive the code.
  3. For private documents, make sure the trip is linked to the correct client or contact email.

What the traveler does

  1. The traveler clicks the document link on the proposal or itinerary.
  2. The traveler enters their email address.
  3. The traveler receives a one-time code by email.
  4. 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.