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Trip Documents

Manage documents related to the trip.

Document Types​

In TourPilot, you can store various types of documents:

  • Trip program - detailed plan
  • Participant lists - for check-ins, hotels
  • Booking confirmations - hotels, tickets
  • Insurance - group policies
  • Maps and guides - materials for participants
  • Contracts - with hotels, carriers

Adding Documents​

  1. Go to the Documents tab
  2. Click Add Document
  3. Select a file from your disk
  4. Optionally add:
    • Document name
    • Description
    • Category

Supported Formats​

  • PDF
  • Word (.doc, .docx)
  • Excel (.xls, .xlsx)
  • Images (.jpg, .png)

Size Limit​

Maximum single file size: 10 MB

Generating Documents​

TourPilot can automatically generate:

  • Participant list - with all data or selected columns
  • Trip program - based on the schedule
  • Rooming list - hotel accommodation list

Sharing Documents​

You can share documents with:

  • Guide - automatically synced to the mobile app
  • Participants - via email or link

Documents in the Mobile App​

Documents marked as "for guide" are automatically synced to the mobile app and available offline.

Offline Mode

Make sure the guide has synced documents before the trip to have access without internet.