To access the Documents tab, open any File and click Documents in the right-hand navigation menu.

Internal Documents

The Internal Documents section displays all manually uploaded documents associated with the file.

For each document, you can view:

• Document Name
• Date Added
• User who uploaded the document
  

From here, you can:

• Upload new documents
• Rename existing documents
• Delete documents that are no longer needed
  

Internal documents are designed for internal team use and are not visible to travelers.

Financial Documents

The Financial Documents section displays documents associated with your financial records, including:

• PDFs attached to expenses
• Invoice PDFs
  

For each financial document, you'll see:

• Document Name
• Recipient
• Date Added
• Document Type
• User who added the document
  
  

Previewing documents

To quickly review a document without downloading it, click the Preview button.

This allows you to view supported documents directly within Safari Portal.

Editing or deleting documents

Within the Internal Documents section, use the action icons to:

• Edit or rename a document
• Delete a document
  

This makes it easy to keep your file documentation organized and up to date.

Bulk downloading documents

You can download multiple financial documents at once.

To do this:

1. Use the checkbox beside each document you wish to download.
2. To select all documents in a section, click the checkbox in the table header.
3. Once your documents are selected, click Download on the toolbar at the bottom of the screen.
   

Safari Portal will prepare and download all selected documents together.

Tips

• Internal Documents are intended for team-facing documentation and operational records.
• Financial Documents are generated automatically from your Financials module activity.

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