Adding a Documents Card to a Travel Dashboard
Add a list of downloadable documents from your Document Library to a Travel Dashboard.
Use a Documents Card to add files from your Document Library to your Travel Dashboard, so guests can view and download them directly from the dashboard.
Step-By-Step Instructions
- In the section of your Travel Dashboard where you want to add the card, click the +Add button.
- Select Documents from the dropdown menu. This opens the Add Documents window.
- Under Card Design, you can customize your Card Title (this defaults to "Your Documents") and set the Card Size to Standard or Wide, depending on how much space you want the card to take up.
- Under Add List Item, click into Search Document Library and start typing the document's title. Matching documents appear as clickable thumbnails below the field. If the document you want isn't in your Document Library yet, click Upload new document to add it.
- The Search Document Library field starts empty, so nothing appears until you type. For example, typing "Hotel Reservation Confirmation" surfaces that document once you've entered enough of the title to match it.
- Click a document's thumbnail to add it to the Documents Added list. Repeat for every document you want to add to the card.
- In the Documents Added list, use the icons next to each item to manage it. Click the eye icon to open the document in a new tab, click the trash icon to remove it from the list, or drag the six-dot icon on the left to reorder items.
- Click Add Card to save the Documents Card to your Travel Dashboard. If you're editing an existing card instead, this button says Save.
Tips & Tricks 💥
- Your Document Library lives in the Media Library module. When the module is open, select the Documents tab at the top to view and manage it.
- When a guest clicks the download icon next to a document on the card, the document opens as a PDF and downloads a copy to their device.
- To edit a Documents Card after it's saved, hover over the card and click the pencil icon in the top right corner.
- Finding that you can't delete a Documents Card? It means it was created automatically rather than added by hand. This is by creating a Form Card with "Display traveler-added documents as a separate section" turned on. Open that Form Card and turn the setting off to remove the card.
keywords: documents card, add documents card, travel dashboard documents, document library, media library, search document library, upload new document, documents added, reorder documents, download document, edit documents card, travel dashboard card types, list card, itinerary card, lookbook card, can't delete documents card, can't delete documents section, remove documents section, delete documents section, documents section won't delete, form card documents section, display traveler-added documents as a separate section
