View and Upload Booking Documents

This article illustrates how to view booking documents in the back office.

1. Find your booking in the Bookings module, click the 'Take Action' button against the booking and click 'View.'

2. Scroll down to the Activity section. All documents including contracts can be viewed here.

3. Click the 'eye' icon next to the document to view the file.

If the customer has not yet signed the document, only the blue "regenerate contract" button will be visible. If the customer has not received or signed their document, it will not be accessible for viewing.

4. To upload a Document, click 'Add Document'.

   

   
   
   

5. Choose a [document type] from the dropdown and Upload.

   

Article by Roshel Jose

Please note:

1. The JRNY platform is constantly evolving and new features and functionalities are added all the time. We are constantly updating the Knowledge Base, but some instructions and/or images you see in these articles may vary slightly from what you can see in your own environment. Get in touch with support@tomorrowsjourney.co.uk when in doubt.
2. Some features and functionalities may require configurations or additional development to work in your environment. Please speak to us if you have any questions.