Attaching Documents to Reservation Emails

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Overview

This document provides instructions on how to attach documents to reservation emails.

Prerequisites

  • Access to the system's Menu.
  • PDF documents ready for upload.

Steps

  1. Navigate to Inventory Setup
    - Go to Menu > Setup > Inventory Setup.
  2. Upload Document for All Unit Types
    - If the document is to be available for all Unit Types:
  • Select the Global Document Upload button.
  • Click Upload File to select the PDF document file.
  1. Upload Document for Specific Unit Type
    - If the document is for a particular Unit Type:
  • Select the specific Unit Type.
  • Click the Document Upload button.
  • Click Upload File to select the PDF document file.
  1. Attach Document to Email
    - Once the document(s) have been uploaded:
  • From the Guest Folio, select Print Other or Print Stmt.
  • Select Email plus the desired document to be attached.

Troubleshooting

  • Ensure the PDF document is correctly formatted and accessible.
  • Verify the correct Unit Type is selected if uploading for a specific type.
  • Check email settings if the document is not attaching properly.