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What is a File?
Files are centralized repositories for all information related to a specific inquiry.

Files in Safari Portal function as "deals" and serve as centralized repositories for all information related to a specific inquiry.

  • Files are specific to the inquiry and not tied exclusively to a client.
  • For example:
    • "West x 5, Italy, July 2026"
    • "West x 7, France, August 2027" (for the same clients booking another trip).
  • Each file can hold multiple proposals related to that inquiry or different versions of Itineraries or Lookbooks created for the same inquiry.

 

Understand where specific information is displayed within Files.

 

Keywords: File, What is a File, File information, File management, File details, Organizing a File.

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