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Documents

Uploading Trip Documents

How to upload documents, set visibility, and collect e-signatures from team members.

Uploading Trip Documents

The Documents tab lets you share important files with your team and collect signed forms.

Uploading Files

  1. Go to your trip's Documents tab
  2. Click "Upload Document"
  3. Choose your file (PDF, Word, images, etc.)
  4. Give it a title and optional description
  5. Set the visibility (see below)
  6. Click Upload

Supported File Types

You can upload PDFs, Word documents, Excel files, images (JPG, PNG), and other common file types. Maximum file size is 25 MB.

Visibility Settings

E-Signatures

For forms that need to be signed (liability waivers, medical forms, etc.), you can enable e-signature collection. Team members will be prompted to read and sign the document directly in the platform.

Tracking Completion

For required documents, you can track which team members have viewed or signed each document from the Documents tab.

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