Documents all be duplicated in Document tab.
under review
S
Superior Mink
The document tab is the most upfront way that clients can see documents, so it would be great if when adding a document somewhere else on the itinerary, it also was added to the document tab so we don't have to upload twice (or in my case, I end up just uploading to the document tab - but it would be better if it could be filed by item instead).
Canny AI
Merged in a post:
When document is given to AI to parse, have an option to add the document to the "documents" tab.
N
Neon green Sawfish
Let's kill some clicks!
R
Remaining Bird
yes! yes! having any document i've uploaded within an activity also show up on the documents tab would be sooo helpful to both me and the client. I've been uploading in both places, but am so worried that if something gets updated I will forget to revise one of the two.
Canny AI
Merged in a post:
documents
H
Heliotrope purple Bobolink
ability for the documents I upload within the itinerary to appear in the overall documents tab so I don't have to upload it twice
Canny AI
Merged in a post:
documents
H
Heliotrope purple Bobolink
if i add the documents in the itinerary it would be nice to be able to have them appear on the documents tab of their overall itinerary
O
Orange Deer
Once you load them in documents, it does appear on the pdf version of the itinerary. (Disregard, you are talking about IN individual sections)
P
Persimmon Cricket
This would be a HUGE timesaver and would also be great if the name of the document was inherited from the file you are uploading (with the ability to edit of course) it takes me so much time to add my documents in both places and make sure that I am naming the same way in each place.
Canny AI
Merged in a post:
Document Display
S
Sporting Stork
If Document is entered under Itinerary Feature, it should auto populate to The Document File. The preview should also look and feel like what the client sees in the App. When previewing, you can't see what the client sees. You can't check the document entered under the Itinerary, and the client can't see it unless they use the app. We all know you're not getting full buy in on the app because the current app is not intuitive. To me it is more like an Android interface instead of an Apple interface. The client needs simplicity, and consistent date delivery
P
Principal Narwhal
This just came up again. I had changed a confirmation for a transfer and put it in the transfer documents tab but there was still an old summary with another confirmation located in the documents tab and the client looked there (because it’s the most obvious place to look) and got the time wrong
F
Fine Tuna
Yes, this would be a big time saver. Currently I also upload documents twice. Once in the body of the itinerary under that activity and then also in the document section.
P
Principal Narwhal
Please do this. I'm dealing with clients asking for copies of things a lot and it's multiple clicks to be able to find a confirmation when it's attached onto the booking. Super frustrating for both them and me. Especially them standing at the front desk fumbling through the itinerary looking for the documents they need when they should/could be "right there".
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