Adding Notes (from a Trip) to a Document

Adding Notes (from a Trip) to a Document

After creating a Note within a Trip, you can copy that Note as a Page into an existing Document to save for future Trips.


1. Select View Details on the Note segment to open up the Note.


2. Select the Copy Note icon from the top left of the segment drawer.


3. Search for the existing Document using the keyword search and then select the Document by clicking the checkbox to the right. Click Copy Note.


4. The Note has now been added to your Document and you will be able to view this Note as a Page when viewing your Document.


    • Related Articles

    • Adding a Trip Summary

      Add an overview of all your trip segments by using the Summary feature. Click the Add icon in the bottom-right corner of your screen and select Summary. A list of all Trip segments and dates will generate as a Note at the beginning of your trip. To ...
    • Adding Pages to your Trip

      Pages are sections of Documents from your Library that you can add to Trips individually. If you haven't yet added any Documents to your Library, click here to learn how. From within a Trip, click Destination Content, then Add from Library. Select ...
    • Adding Discova Library Documents or Pages to a Trip

      This article applies to Envoyage US users only. Discova Travel Experience Guides have been pre-loaded and are available to add as a TRIPS document to an itinerary, or as a trip segment within the itinerary. These guides are available for the ...
    • Adding Library Documents and Pages to a Trip

      Documents are collections of Pages (text and image content) you can save to your Library in Trip Publisher. They can include anything from destination guides to agency terms and conditions. If you haven't yet added any Documents to your Library, view ...
    • Editing Trip Details

      The basic details of your Trip (trip name, travel dates, cover photo) can be updated at any time. If your Trip contains a HELiO booking, update the Trip name in HELiO and send it to TRIPS again. The Trip name will be overwritten with the HELiO Trip ...