Documents Menu: Companies → Company → Location → Dossiers → Documents 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. See also sales process. Create and edit After you have created a company with a location and a dossier, you can create your first document in a dossier. Learn how to create your first offer/itinerary here.