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.

Add attachments using the document editor

  1. Attach files directly to itinerary segments inside the editor.
  2. Upload supporting documents for recipients to download and access.

Upload and manage itinerary attachments

1

Select the itinerary segment

To add an attachment to an itinerary segment, right-click on the segment you want to attach the file to.

Attachments can be used for tickets, travel documents, confirmations, PDFs, and supporting files.

2

Open the attachment upload option

From the context menu, select Add an attachment.

This will open a file browser where you can choose the document you want to upload.

3

Upload the attachment

Select the file from your computer and confirm the upload.

QuoteCloud will begin processing and uploading the attachment automatically.

4

Wait for the upload confirmation

Once the upload has completed successfully, a notification will appear in the bottom-right corner of the editor.

This confirms the file has been attached correctly to the itinerary segment.

5

Review the attached file

The uploaded attachment will now appear directly below the itinerary segment.

You can rename the file or remove it if changes are needed later.

6

Continue editing your itinerary

Your attachment is now linked to the selected itinerary segment and available to recipients.

You can continue adding additional travel details, attachments, or supporting content throughout the document.

Finished

Your attachment has now been successfully added to the itinerary segment.

Use attachments to provide supporting travel documents, confirmations, tickets, and downloadable resources directly within your itineraries.

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