YouLi allows Planners to provide documents and resources to Travelers and to also collect these items from Travelers. Both sets are located under the"Resources & Uploads" tab of the Trip Menu.
Examples of scenarios where you may want to share documents
- You need to share a RESOURCE with a compliance team member to confirm you have posted the right document
- You need to send a Traveler's passport scan to a hotel supplier
TIP: You can download the entire zipfile if you need to send them all at once!
- You need to prove to a Traveler that they uploaded the incorrect document and so that they re-submit a TASK RESPONSE
Who can access these documents?
- All of these documents are stored securely, so only authorized people can access them, they are
- A Co-Planner on the TRIP
- A Trip Coordinator on the TRIP can access the Trip read-only (unable to make modifications to it), which includes the ability to viewing the "RESOURCES & UPLOADS" tab
- Travelers, who can view these files in the "RESOURCES" tab, as long as you make it visible to them.
- Travelers, who are given a MAGIC LINK by a Planner, which expires in 30 days
CAUTION: A Magic Link will expire in 30 days, for security reasons. You can always go back and get a new one at any time if they need more time.
How to share these documents with a Supplier
- As a Planner, from your TRIP MENU, click on RESOURCES & UPLOADS > UPLOADS FROM PEOPLE
- Find the specific document that you want to share with a Supplier or another colleague and hover over the 3 dots, to choose an option
- DOWNLOAD
- SHARE
- [OPTIONAL] You can click on the SELECT ONE dropdown and choose a specific Traveler who has uploaded one or more documents (or leave it unfiltered, which will show all available uploaded documents).
- Click on the OPTIONS button and either select
- DOWNLOAD ALL
-
- PRINT ALL
How to view or share Trip Resources that you've shared with Travelers via Tasks
- As a Planner, from your TRIP MENU, click on RESOURCES & UPLOADS > TRIP RESOURCES
- Find the specific document you're looking for and hover over the 3 dots, to choose an option
- DOWNLOAD
- SHARE
- [OPTIONAL] Click on the OPTIONS button and either select
- DOWNLOAD ALL
-
- PRINT ALL
Need more help?
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