Streamline the process of sending important documents to Clients with Document Acknowledgment Templates. Create templated sets of attachments — such as terms and conditions, waivers, or policy documents — and easily send them to clients from inside a Trip or Client profile for acknowledgment. Each acknowledgment is tracked within the system, giving you a clear record of which documents have been reviewed and accepted. This ensures better compliance, clearer communication, and a more organized trip management process.
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