How do I move an Itinerary or Lookbook to a different File?
Learn how to transfer an Itinerary or Lookbook from one File to another quickly and easily.
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:
- Navigate to your Dashboard.
- Expand the relevant File.
- Click Edit next to the proposal you want to move.
- Go to the General Info tab.
- In the File name Dropdown, either:
- 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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