Setup Document Stages

Welcome to your guide on managing content and media within our platform. This guide will walk you through key processes involved in creating and managing content, as well as effectively using media resources. We have provided a series of resources for your reference that will help you navigate these processes efficiently.

This guide will take you through the key processes involved in setting up and configuring document stages, and channel page actions. Let's get started!

Understanding Document Stages

Document stages refer to the various phases of the customer journey where different document types are sent - for example proposals, options, booking confirmations, amendments or cancellations. Understanding these stages is essential to manage the document flow efficiently and ensuring that every document is tracked and handled appropriately.

Setting Up Document Stages

The next step is setting up these document stages based on your customer journey. This includes defining the stages and incorporating that into your Trip & Itinerary Workflow.

Detailed guidelines on setting up document stages can be found here: How to Set up and Configure Stages

Understanding Channel Page Actions

Channel page actions are commands or operations that can be performed on the document by the customer. These can range from actions such as “Ready to book”, leaving comments on the document, or rejecting a proposal.

Configuring Channel Page Actions

The final step involves configuring these channel page actions based on the needs of your customer and the document stages that you have set up.

More information about configuring channel page actions can be found at the same link provided for setting up stages: How to Set up and Configure Channel Page Actions

Remember, setting up document stages and configuring channel page actions are crucial to maintaining an efficient and accountable document workflow.

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