What is the Document Library?
Your Library is where you can create, save, and store content. This 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.
When you create or add content to your Library, you are creating Documents, and each Document is made up of Pages (note segments); 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 as an attachment or one or more individual Pages - this, again, gives you the flexibility to personalize and customize the information you present to each client.
Advisors are saving destination content and recommendations, packing lists, Visa reminders, contact information 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.
Check out these additional help articles on creating and adding documents and pages:
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