How to Generate a PDF Itinerary with Attachments in Travefy
Exporting a personalized PDF itinerary with attachments in Travefy is a helpful way to present detailed and professional-looking travel plans to your clients. In this article, we'll cover the steps to create and troubleshoot PDF itineraries with attachments.
Overview of PDF Export Functionality in Travefy Itinerary Builder
Travefy's Itinerary Builder is the main tool you'll use to create and download PDFs of itineraries. You must generate PDFs directly from the builder — generating from preview mode or other sections won't give you the full set of options, including the ability to add attachments. If you're working on a proposal that has been converted to an itinerary, ensure you are accessing the Itinerary Builder by clicking Edit.
Steps to Add and Include Attachments in PDF Itineraries
To include attachments in your PDF itinerary:
Upload your documents as attachments to the itinerary or specific events within the itinerary. Ensure all necessary files or documents are already uploaded.
Open the Itinerary Builder by clicking on the Edit option.
Use the PDF Export button within the builder to access the export options.
Check the box for "Include Attachments at the End" to add your uploaded documents at the end of the itinerary in the PDF.
Troubleshooting Common Issues When Exporting PDFs
Here are some common issues users may face during the process and how to resolve them:
Attachments Are Missing in the PDF: - Verify that you have uploaded the documents properly to the itinerary or its events. - Without uploaded documents, the "Include Attachments at the End" option won't display the attachments in the exported PDF.
PDF Excludes Attachments or Fails to Generate: - Try unchecking the "Include Attachments at the End" option and generating the Trip PDF to test. - If attachments are still needed, review the uploaded document sizes. Oversized files may cause errors, so reduce the size of your attachments and try again.
Cannot Find the Attachment Option: - Ensure you are working within the Itinerary Builder, not preview mode. The PDF attachment feature is only available via the builder.
Additional Tips for Successful PDF Generation
Keep file sizes for attachments reasonable to avoid upload issues.
Always check your attachments and itinerary details before generating the final PDF.
Make sure to save any changes in the Itinerary Builder before exporting the PDF.
By following these steps and tips, you can efficiently create detailed and professional-looking PDFs with attachments in Travefy. For further assistance, consult Travefy’s support resources or reach out to the support team.