Upload and View Files
You can manage documents for a booking in your workspace. Easily organise your files directly from the Booking Summary tab.
Things to Keep in Mind
- Supported Files: You can upload .pdf, .xlsx, .json, or .jpg files.
- Security: All your files are stored securely to ensure confidentiality.
- Quick Actions: Use Download all or Delete all feature for faster file management.
How to Upload and View Files
- Log In to Your Workspace: Access your account by logging in.
- Go to Bookings: Navigate to All Bookings or My Bookings from the sidebar.
- Select a Booking: Choose the relevant Booking to open its Booking Summary page.
- Access Files Tab:
- Click on the Files tab located next to the Activity tab.
- Upload Files: Click the Upload button and select the file(s) you want to add.
- Files here can be downloaded, shared, renamed, or deleted by you or the customer.
- Files here can be downloaded, shared, renamed, or deleted by you or the customer.
Need Help?
Contact our support team.
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