Documents

Document records are files (ie: images or PDF's) that can be added to various record types.

Create a New Document

  1. Click on the +

  2. Choose Documents

  3. Choose File to upload

  4. Select a type

    1. Document

    2. Image

      1. Select Image Type

        1. Banner

        2. Large

        3. Logo

        4. Medium

        5. Other

        6. Thumbnail

        7. User photo

    3. Other

    4. Profile notice

    5. Video (Video does not currently work)

  5. Select a Status

    1. Active

    2. Draft

    3. Expired

    4. Under review

  6. Select a Catgory

    1. Catalog image

    2. Customer service

    3. E-ticket

    4. hotel voucher

    5. Insurance

    6. Internal

    7. Invoice

    8. Itinerary

    9. Marketing

    10. Other

    11. Sales

    12. Terms & conditions

  7. Click Create

Document Naming

As with all software, the character limit is 255 for the name of your file, including the suffix (.pdf, .jpg)

Best Practice: Keep document names short and without special characters. Example of a 'special character': : & + , ; $ %, etc..)

Special characters documents do work: * # ! [ ] - space

Add a Document to a Record

  1. Open the record

  2. Scroll to the Documents module

  3. Click Add

  4. Selct an Existing Document, or Create a New Document

For a Document to Display on My Profile it must meet the requirements below:

  • Type must = Document

  • Status = Active

  • Category DOES NOT = Internal

  • Record type the document is uploaded to (and relationship) must =

    • Booking record, or

    • Brand Catalog, or

    • Inventory Record, or

    • Catalog Record

    (Documents attached to a Trip Record will not populate onto My Profile)

Ensure you're selecting the correct type and category for your document or else it may not appear where you need it to.

(ie: Trip Planner user photos without the Document Type: image + Document Category: Catalog Image + Image Type: User will not display the Trip Planner's photo on My Profile and/or on the Trip Page.)

Examples of documents are:

EXAMPLE

DOCUMENT TYPE

CATEGORY

JPG Hotel Image

Image (ie: JPG Hotel Image)

Catalog Image

PDF Insurance Policy

Document (ie: PDF of insurance policy)

Insurance

PDF Schedule

Document (ie: PDF schedule, JPG)

Itinerary

PDF Coupon Sheet

Document (ie: PDF promotional ad, or Festival list)

Marketing

JPG Festival Set List

Document

Marketing

JPG Camp Map

Document

Marketing

JPG User Photo

User Photo (ie: JPG user photo, PDF Code of conduct)

Other

PDF Code of Conduct

Profile Notice

Other

DOC Refund Documentation

Document

Internal

PDF Ticket

Document

E-Ticket

PDF Voucher

Document

Hotel Voucher

PDF Pricing Sheet

Document

Internal

PDF Invoice

Document

Invoice

PDF T&Cs

Document

Terms & Conditions

Need more information on images? Go here!

Bug: Video documents will not show within records