# Dossiers

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

## What

A dossier is always linked to a location, and this location to a company. All types of documents are stored in a dossier: Offer, confirmation, invoice, etc. A dossier is always linked to a travel agent (an external employee of the company).

An automatic follow-up is created when the dossier is created. This is currently 14 days after creation. The duration can be set in days in the Global Settings.

## Create a dossier

After you have created a company and a location, a dossier can be created at the location level. The dossier summarizes all the information about a trip.

**Opening date** On which day the dossier is opened.

**Travel Advisor** Which Travel Advisor is responsible on the client side.

**Employee** Which employee is responsible for designing and managing the trip and the dossier in general?

**Responsible employee operations** In large companies, the administrative work is distinguished from the work of the travel designer (assembles the trip).

<p class="callout info">The employee and the responsible employee can also be the same!</p>

## Set automatic follow-up

<span style="text-decoration: underline;">**Menu: Administration → Administration → Technical → Global Settings**</span>

[![image-1654680425137.jpg](https://help.advatra.com/uploads/images/gallery/2022-06/scaled-1680-/image-1654680425137.jpg)](https://help.advatra.com/uploads/images/gallery/2022-06/image-1654680425137.jpg)