Moving an Itinerary or Lookbook to a different File is a simple way to stay organized or reassign trips as needed. This guide will walk you through the steps to transfer a File smoothly and efficiently.

Step-By-Step Instructions:

1. Navigate to your Dashboard.
2. Expand the relevant File.
3. Click Edit next to the proposal you want to move.
4. Go to the General Info tab.
5. In the File name Dropdown, either:
6. • Start typing a new File name to create a new File, or
   • Select an existing File to move the proposal into an already existing one.
     

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