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Resources & Uploads: Share Documents With Your Suppliers

YouLi allows Planners to collect documents & uploads from Travelers and provide them to Suppliers. These are located under the"Resources & Uploads" tab of the Trip Menu.

 

ANOTHER OPTION: Are you looking to provide this information in a clean, well-formatted PDF? Check out our PDF Confirmation add-on!

 

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!


 

Who can access these documents?

All of these documents are stored securely, so only authorized people can access them, they are
  1. A Co-Planner on the TRIP 
  2. 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
  3. Travelers can view these files in the "RESOURCES" tab, as long as you make it visible to them.
  4. 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

  1. As a Planner, from your TRIP MENU, click on RESOURCES & UPLOADS > UPLOADS FROM PEOPLE
  2. 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
    1. DOWNLOAD
    2. PRINT
    3. SHARE
  3. [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).
  4. Click on the OPTIONS button and either select
    1. DOWNLOAD ALL
    1. PRINT ALL

 

How to view or share Trip Resources that you've shared with Travelers via Tasks

  1. As a Planner, from your TRIP MENU, click on RESOURCES & UPLOADS > TRIP RESOURCES
  2. Find the specific document you're looking for and hover over the 3 dots, to choose an option
    1. DOWNLOAD
    2. PRINT
    3. SHARE
  3. [OPTIONAL] Click on the OPTIONS button and either select
    1. DOWNLOAD ALL
    1. PRINT ALL

Need more help?

For more tips on pre-trip customer support join the YouLi community of travel professionals with monthly LIVE webinars and Q&A sessions.