Document records are files (ie: images or PDF’s) that can be added to various record types.

Create a New Document #

1. Click on the +

2. Choose Documents

3. Choose File to upload

4. Select a type

   1. Document

   2. Image

      1. Select Image Type

         1. Banner

         2. Large

         3. Logo

         4. Medium

         5. Other

         6. Thumbnail

         7. User photo

   3. Other

   4. Profile notice

   5. Video (Video does not currently work)

5. Select a Status

   1. Active

   2. Draft

   3. Expired

   4. Under review

6. Select a Catgory

   1. Catalog image

   2. Customer service

   3. E-ticket

   4. hotel voucher

   5. Insurance

   6. Internal

   7. Invoice

   8. Itinerary

   9. Marketing

   10. Other

   11. Sales

   12. Terms & conditions

7. Click Create

Naming a Document #

As with all software, the character limit is 255 for the name of your file, including the suffix (.pdf, .jpg)

Adding a Document to another Record #

1. Open the record

2. Scroll to the Documents module

3. Click Add

4. Select an Existing Document, or Create a New Document

   • If selecting an existing record:

     • search for the record by name

     • select the record

     • click Add

   • If creating a new document record on another record:

     • click Choose File

     • select file

     • select Type

     • select Status

     • select Category

     • select Brand (if applicable)

Document Types #

Details on Images can be found here.

• ​Which records use images?​

• ​Image Size Conventions​

• ​How many Images should I upload per Catalogue?​

• ​What order do catalog images appear in carousel?​

These would be the same as Documents (PDF)

Profile Notices are .txt files that are uploaded to Groupdesk as document records and are attached to Catalog or Inventory records. These display in a bubble on the Profile typically found under the Travel Documents or Trip Itinerary pages.

“The date of departure is subject to change. It is based on the week of travel selected. The itinerary, routing and dates of travel may vary in accordance with the passenger terms and conditions.”

• Display Location: Trip > Travel Documents

• Condition: Attached to Brand Catalog

“Please note that it is the responsibility of the passenger to provide the correct number of roommates for their chosen occupancy. If roommates are not provided we may assign roommates of the same gender if they are available. If roommates are not available, your occupancy may change which may result in additional charges which will be the responsibility of the passenger. Roommate requests should be submitted on your Profile on the ‘Trip Rooming’ tab. Requests to add or change roommates will only be accepted up to 45 days prior to your final balance date. Requests received after that point cannot be accommodated. Please be advised that while we do our best it may not be possible to accommodate all requests.”

• Display Location: Trip > Travel Documents

• Condition: Attached to Brand Catalog

“A room damage deposit or payment is collected from all passengers while on the trip prior to check-in at the hotel. All passengers are required to purchase either a non-refundable room damage protection plan for $20 CAD per person or provide a refundable room damage deposit of $60 CAD per person – the deposit is refundable upon check-out provided the room is not damaged. Please note, all roommates must take the same room damage protection option.”

• Display Location: Trip > Travel Documents

• Condition: Attached to Hotel Catalog

Additional information coming soon.

​