What is the Document Library?
Your Documents within the Library is where you can create, save, and store content. Content could include destination information, important travel information, company documentation, etc. Essentially, any information you need to include in your client's Trips - think of it as your database of information or content you can pull from to add to your Trips.
Within the Library, you will also find Vendors and Templates.
Within the Library, you will also find Vendors and Templates.
When you create or add content to your Library, you are creating Documents, and each Document is made up of Pages; this structure helps you keep your content organized. When adding content from your Library to your Trips, you can choose to include an entire Document or one or more individual Pages - this, again, gives you the flexibility to personalize and customize the information you present to each client.
Advisors save destination content and recommendations, packing lists, Visa reminders, contact and embassy information, and agency Terms & Conditions. You can see that the application is broad because you can save any information you want to reuse across Trips!
Essentially, anything you can create can be added as a Document or Page in your Library.
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