# Documents

<u>**Menu: Companies → Company → Location → Dossiers → Documents**</u>

## What

Documents are all types of information carriers such as offers, invoices, itineraries, etc. All types of documents are stored in a dossier and linked to a customer: Offer, confirmation, invoice, etc.

A dossier is always linked to a travel agent (an external employee of the company).

- Customer sends an inquiry.
    
    
    - A dossier is created, assigned to an external travel agent (from Company XY) and attached to a location.
    - A document is created in the dossier.

<p class="callout info">See also [**sales process.**](https://help.advatra.com/books/getting-started/page/sales-process "Sales process")</p>

## Create and edit

<div class="columnLayout two-equal" data-layout="two-equal" id="bkmrk-after-you-have-creat"><div class="columnLayout two-equal" data-layout="two-equal"><div class="cell normal" data-type="normal"><div class="innerCell">After you have created a company with a location and a dossier, you can create your first document in a dossier.</div><div class="innerCell">[Learn how to create your first offer/itinerary here.](https://help.advatra.com/books/your-first-trip/page/create-an-offeritinerary "Create an offer/itinerary")  
</div></div></div></div>