Add a template document to the Overview of a template itinerary or a trip itinerary

To add a template document to the 'Overview' of an itinerary, follow the steps below:

1. Select the applicable itinerary.

2. In the 'Overview' select the block you wish to add the document to.

3. Click 'Docs' and then '+Add' and then select the applicable document.

4. The document will then show on the block.

5. Once shared with your client, either as a proposal or when viewed as an itinerary on the app, your client will simply click the document to reveal the text.