Documents, Tasks & Third Parties
Tasks, documents, and client/supplier data management
10 articles
Uploading documents (vouchers, PDFs, confirmations)Learn how to upload vouchers, confirmations, or other attachments into a TravelMind file.
Understanding document status icons (envelope, awaiting, approved)Learn what the different document icons mean in the Documents tab.
Downloading or resending a document to the clientLearn how to download or resend a Travel Agreement, invoice, or voucher.
Creating and managing tasks inside a fileLearn how to create reminders and to-do items linked to specific bookings.
Working with tasks (Tasks tab overview)Learn how to view and manage all your open tasks across files in one place.
Creating and editing a customer (Thirds)Learn how to create or edit a client profile in the Derde (Third) module.
Searching and sorting customers (Thirds)Learn how to quickly find existing clients and organize your customer list.
Updating your Travel Experts profile & social media visibilityKeep your public profile and social presence professional.
Using Travel Experts marketing materialsLearn what branding and materials are available when you join.
Using lists in Travel BuddyLearn how lists help you find information fast.