Add File Attachments to Travel Itinerary Segments | Document Editor Guide – QuoteCloud
The document editor in QuoteCloud allows you to attach files to individual travel itinerary segments, providing clients with easy access to supporting documents. This guide explains how to upload and manage attachments within your itineraries.
Frequently Asked Questions
What does the “Add File Attachments to Travel Itinerary Segments” feature do?
Answer: This feature enables users to attach files—such as PDFs or images—to individual travel itinerary segments within QuoteCloud's document editor, making supporting documents easily accessible to clients.
Where is this functionality available in QuoteCloud?
Answer: It's available through the Document Editor within the Travel Itinerary Segment menu and Dashboard Trip Summary. This tool allows you to upload and manage file attachments directly within each itinerary segment.
Can I attach files like vouchers or confirmation PDFs to each itinerary segment?
Answer: Yes, any relevant supporting documents (e.g., vouchers, confirmation PDFs) can be uploaded to each segment, offering clients convenient document access.
How do I upload a file attachment to a segment?
Answer: In the itinerary's Document Editor, select the segment you want to enhance and right click on the segment to access context menu for attachment option to upload your file. Alternatively, you can add attachments to segments via Trip Summary in Dashboard. The guide above gives you a step-by-step walkthrough for this process.
Can clients access the attachments from the itinerary they receive?
Answer: Yes, once added, the attachments become visible to clients alongside their itinerary segment, giving them direct access to all supporting documents.
Does this feature support all types of files?
Answer: Yes, you can upload any type of non-executable files .
Is there a link between QuoteCloud integrations and the ability to add attachments?
Answer: While this FAQ focuses on attachments, it's worth noting that QuoteCloud integrates with various industry tools and GDS systems. Once an itinerary is processed into segments within a document, you can attach files directly to those segments.
Does this work on both the Edge and older Java editions of QuoteCloud?
Answer: Attachments are available only in current Edge edition.
Quick FAQ Table Overview
| FAQ | Summary |
|---|---|
| 1. What it does? | Attach files to itinerary segments for client access. |
| 2. Where found? | Within QuoteCloud’s Document Editor (Travel Itinerary Add-on). |
| 3. File types? | Most non-executable document types. |
| 4. How to upload? | Via Document Editor attaching per segment or via Trip Summary in Dashboard. |
| 5. Client access? | Yes, attachments are visible in the client’s itinerary. |
| 6. Integrations impact? | Not required for attachments; integrations optional. |
| 7. Guide location? | User Guide → Travel Itinerary Add-on section. |