All documents can be found under the Documents tab under Library. All the company's documents will be listed. There are 3 access levels:
A. Company Administrator: All documents can be edited.
B. Power Member: Documents you create can be edited. Documents created by other agents in your company will only be viewable.
C. Member: Only documents created by other agents will be viewable.
New Documents features
A document can contain many pages of content.
Choosing a title that is inclusive of all the pages of content is recommended.
This describes what the document contains and/or what the pages within it can be used for.
The options for document type include: Country Guide, City Guide, Tour Guide, Activity Guide, General, Company Information.
|Summary ||This space is where you can add an introduction to the document. This can be used to describe or outline Pages in the document.|
|Tag ||A tag can be added to a document to easily search and sort documents. If you want to add a document to a trip, you can use the tag to search for it.|
|Make Document Private||To hide documents from other agents in your company, check off Make Document Private. |
Please note that Company Administrators and other agents in your working group will still be able to see your documents.
|Cover Photo |
A cover photo can be added to the document. For instructions on adding a photo, please see here.
B. Adding Pages to a Document
Step 1: +Add a New Page - pages can be added to the document. Pages can include information, photos, links, videos, locations and recommendations.
Step 2: +Add Existing Page - add an existing page from a different document to the document.
Adding to your Document Pages
When you have added a new page to a document, you can further build out the page by adding a photo, video, link or additional attached file.