Trip Documents
Trip Documents are files and links attached to a specific trip. They are the engagement-specific materials you need for that trip — agendas, presentations, contracts, travel authorizations, and similar documents.
Files vs. Trip Documents
MyBusinessTrip has two places where files live:
| Files (account-level) | Trip Documents (trip-level) | |
|---|---|---|
| Where | /files — the Files explorer |
/trips/[id]/documents — inside a trip |
| Scope | Your entire account | One specific trip |
| Purpose | General file storage, receipts, photos, any file | Engagement-specific documents for this trip |
| Organized by | Folder / trip grouping | Document category |
Use Trip Documents for materials that belong to a specific engagement. Use the Files explorer for general file storage and receipts.
Add a Document
Upload a File
- Open the trip and go to Documents → + Add Document.
- Select Upload File (the default).
- Click the upload area to choose a file, or drag and drop it. Supported formats include PDF, Word, Excel, images, and text files up to 10 MB.
- Select the Document Category.
- Enter a Document Name (required) — pre-filled from the filename, editable.
- Optionally add a Description.
- Select Save Document.
Link an External Document
- Open the trip and go to Documents → + Add Document.
- Select Link / URL.
- Enter the document URL (Google Drive, SharePoint, Dropbox, or any accessible URL).
- Select the Document Category.
- Enter a Document Name (required).
- Optionally add a Description.
- Select Save Document.
Document Categories
| Category | Examples |
|---|---|
| Agenda | Meeting agendas, workshop schedules |
| Presentation | Slide decks, pitch materials |
| Statement of Work | SOW, project scope documents |
| Client Brief | Client background, briefing documents |
| Contract | Agreements, NDAs, service contracts |
| Travel Authorization | Internal travel approval documents |
| Boarding Pass | Flight boarding passes |
| Hotel Confirmation | Accommodation confirmation emails |
| Receipt | Expense receipts |
| Workshop Material | Handouts, exercises, reference materials |
| Other | Anything that does not fit another category |
Recommended Documents
When a trip has no documents yet, the Documents page shows a list of recommended document types based on the trip's workspace type. These are suggestions — you are not required to upload all of them.
View and Open Documents
Documents are grouped by category. Each document card shows the name, description, file size, and upload date. Select Open to view a linked or uploaded document in a new tab.