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Uploading documents (vouchers, PDFs, confirmations)

Learn how to upload vouchers, confirmations, or other attachments into a TravelMind file.

Updated over a week ago

The Documents tab in TravelMind is your file’s digital archive.
Here you upload supplier vouchers, confirmations, invoices, or any other supporting files for Admin and clients.

📌 Screenshot: [Documents tab upload screen placeholder]


When to upload a document

  • You’ve received a voucher from a supplier (e.g., hotel, DMC).

  • You’ve issued a BTS voucher or gift card to a client.

  • You need to attach a booking confirmation, itinerary, or PDF invoice.


How to upload

  1. Open your file.

  2. Go to the Documents tab.

  3. Click Add Document.

  4. Enter:

    • Document name (short label, e.g., “Voucher TUI 123456”)

    • Document title (longer description, e.g., “Hilton Rome Confirmation”)

  5. Click in the empty box next to Select File and upload your document from your computer.

  6. Click Save 💾.


After upload

  • The file appears in your document list.

  • You can download it at any time or attach it to an email.

  • Documents are automatically linked to your file for easy access by Admin.

💡 Tip: Use consistent naming like “Voucher – [Supplier] [Number]” for easier searching later.

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