How to Add Documents, PDFs and Images to a Lead Booking

Modified on Wed, 10 Jul at 2:33 PM

Welcome! Today, we'll quickly show you how to Add Documents, PDFs and Images to a Lead Booking in the Oasis Travel Platform.

Uploading images or documents to an itinerary is a straightforward yet crucial task that ensures all necessary information is easily accessible. It's important to understand the distinction between reusable documents and lead-specific documents.

Reusable documents are stored in the company library, making them accessible for future use across multiple itineraries. This feature is ideal for travel vouchers, helpful guides, or brochures that are frequently used.

On the other hand, lead-specific documents are tailored to individual clients or specific trips. These documents are not added to the company library and cannot be reused, ensuring that unique and personal information—such as personalized itineraries, hotel vouchers, client-specific instructions, or custom travel plans—remains confidential and relevant only to the intended recipient. Understanding this difference is key to efficiently managing your resources and providing a personalized experience for your clients.

1. To begin, access the Leads tab on the left-hand side, then select either search or recent to find and open a lead booking.

2. Next, navigate to the Documents tab

3. Under the Documents list is all the documents attached, including the type of document, such as PDF, link or Image. Reorder, View or Remove documents as needed

4. To add an existing document, pdf or image, simply click link existing document.

5. In the Link Document pop-up, locate the existing document by searching for the name and clicking search. Once the document is found, click "Attach to Lead". You can add multiple documents and images from this window. When you're done, simply click the close icon.

Note: Multiple documents can be added from this window.

6. The attachment will be added to the bottom of the documents list.

7. The section at the bottom enables you to upload a document not already in your library. Just provide a name, enable encryption for sensitive information if needed, then click to select your file. Once uploaded, click the green Upload Document button.

8. Once uploaded, the document will be appended to the bottom of the documents list.

And that's how to add documents and images to a lead booking on the Oasis Travel Platform! We hope you found this guide helpful. If you need additional help or want to share your thoughts, reach out at [email protected]. We love hearing from you and are always here to help.