How-to: Section Content defaults for PDF Confirmations

PDF Confirmations often have the same information across all travelers, learn how to configure the default content for your account

Your Team Owner or Admin can configure defaults for PDF Confirmations to ensure consistent information is provided in final Travel Documents.

  1. Click to ACCOUNT -> SITE SETTINGS
  2. Scroll down to PDF Confirmation Settings

Default “Documents” Section Content

This is a rich text input, so can include links and styling, but not images or videos.

Links included here use the link branding settings set above. This content will be used by default when generating PDF confirmations from the TripBoard, but can be changed when generating each file.

The label for this section in the PDF can be controlled under Trip Settings -> Menu Labels

Default “Contact Us” Section Content

This is a rich text input, so can include links and styling, but not images or videos.

Links included here use the link branding settings set above. This content will be used by default when generating PDF confirmations from the TripBoard, but can be changed when generating each file.

The label for this section in the PDF can be controlled under Trip Settings -> Menu Labels

PDF Confirmation

The feature to provide a PDF confirmation for travelers is available on the TripBoard. Learn More about generating travel documents.