Document records are files (ie: images or PDF’s) that can be added to various record types.
Click on the +
Choose File to upload
Select a type
Select Image Type
Video (Video does not currently work)
Select a Status
Select a Catgory
Terms & conditions
As with all software, the character limit is 255 for the name of your file, including the suffix (.pdf, .jpg)
*Best Practice: Keep document names short and without special characters. Example of a ‘special character’: : & + , ; $ %, etc..)
*Special characters documents do work: * # ! [ ] – space
Open the record
Scroll to the Documents module
Select an Existing Document, or Create a New Document
If selecting an existing record:
search for the record by name
select the record
If creating a new document record on another record:
click Choose File
select Brand (if applicable)
For a Document to Display on My Profile it must meet the requirements below:
Type must = Document
Status = Active
Category DOES NOT = Internal
Record type the document is uploaded to (and relationship) must =
Booking record, or
Brand Catalog, or
Inventory Record, or
(Documents attached to a Trip Record will not populate onto My Profile)
Ensure you’re selecting the correct type and category for your document or else it may not appear where you need it to.
(ie: Trip Planner user photos without the Document Type: image + Document Category: Catalog Image + Image Type: User will not display the Trip Planner’s photo on My Profile and/or on the Trip Page.)
PDF, DOC, JPG, JPEG, PNG, GIF
Code of Conduct
Festival Set List
Terms & Conditions
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?
JPG, JPEG, PNG, GIF
Banner or Large
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.
These are guidelines, and can be updated based on the client requirements.
“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.”
“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.”
Condition: Attached to Hotel Catalog
Additional information coming soon.
Bug: Video documents will not show on any records or pages.