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How can I attach important documents to a contact?

Upload and manage traveller documents - such as passport copies, driver's licences, and travel insurance - directly from a contact's profile in the Contact Manager.

Quick Links
- Getting started
- Uploading documents
- Managing documents
- Need help?

Getting started

Step 1

Open the Contact Manager and select the traveller contact you want to work with.

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Step 2

Select the Documents tab from the menu at the top of the contact profile.

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Uploading documents

Step 3

Click Upload document in the top right-hand corner.

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Step 4

In the New document pop-up, drag and drop your file into the upload area, or click to select it from your device

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Note: Accepted file types: .png, .jpg, .jpeg, .pdf, and .docx. Maximum file size: 1MB per file.

Step 5

Complete the document details:

  • Document Name (required) - enter a name for the file.
  • Tags (optional) - add tags to identify the document type at a glance.
  • Expiry date (optional) - add an expiry date to track document validity.

Click Upload to save the document.

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Step 6

The uploaded document will appear in the Documents tab, showing the document name, file, tags, and expiry date.

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Managing documents

Step 7

Select the three-dot menu next to a document to manage it:

  • Preview - view the document on screen.
  • Download - save a copy to your device.
  • Delete - permanently remove the document.

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Note: When previewing Word documents, the on-screen preview may not reflect the exact formatting shown when the file is downloaded and opened in Word.

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Need Help?

- Support: support@wetu.com
- Live chat: Available in your dashboard

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