Client Document Review

Before you place a deposit, you often want the client to look over the details: names spelled like their passports, the right dates, the right room type. Client Document Review lets you share a document from the trip, ask the client to review it, and get back a clear answer: Everything looks correct or Report a problem, with a note.

Every answer is saved with the client's name, the date and time, their IP address and browser, and the exact version of the file they reviewed. If you later replace the file, the review starts over automatically, so a "Confirmed" status never sits on a file the client never saw.

Perfect for: preliminary FIT confirmations, hotel and rail itineraries before the deposit, cruise booking summaries, name and date checks for air, and any "please double-check this before I book" moment.

How It Works

1. Upload the document to the trip

Open the trip and scroll to Documents. Upload the PDF or image (a screenshot of the booking works fine). Booking documents listed there can be reviewed too.

2. Ask for a review

1. Click the clipboard icon (Client review) on the document's row
2. Edit the message if you like. The default reads "Please review these details for accuracy before we place your deposit."
3. Click Requires client review

That's it. The document now shows an Awaiting review badge.

Requesting a review shares the file. If the document was marked Agent only, it becomes visible to the client, because they can't confirm a file they can't open.

3. Get it to the client

The client can answer in two places:

• Their client portal: the trip page shows a Please Review section at the top of the documents area, with the file and both buttons. Their name is filled in from the portal.
• A direct link: click Copy review link and paste it into an email or text. The link works without an account; the client types their name to sign.

4. See the answer

The badge on the document updates:

You'll also get a notification in your bell the moment the client answers. It goes to the advisor assigned to the trip, or to whoever requested the review if the trip has no advisor assigned. Open the clipboard panel to see who answered, when, whether it came through the portal or the link, and any note.

Fixing a Problem and Asking Again

When a client reports an issue:

1. Fix the booking with the supplier and get a corrected document
2. Open the clipboard panel and click Replace file, then pick the new file
3. The review resets to Awaiting review on the new version automatically. The client's earlier answer stays in the history, marked as belonging to an earlier version

If nothing about the file changed (say you clarified something by phone), click Ask again to reset the status without replacing the file.

To stop asking altogether, click Stop asking. Answers the client already gave are kept.

What's Recorded

Each answer keeps:

• Response: confirmed, or issue reported with the client's note
• Name: typed by the client, or their portal identity
• Channel: portal or direct link
• Date and time, IP address and browser
• File version, the stored file, and a SHA-256 fingerprint of the file, so the answer is tied to exactly what the client opened

The previous file is kept in storage when you replace it, because it's what an earlier answer was given against.

Good to Know

• Hiding the document ends the review. If you mark a reviewed document Agent only again, the review link stops working and it disappears from the portal.
• Group trips: the review shows to any traveler who can see the document in the portal. If you narrowed the document to specific travelers with Who sees this, only they see the review.
• The link doesn't expire. Click Stop asking when you no longer want answers.
• Sending the link is up to you. JourneyFuse doesn't email the review request automatically; copy the link into your own message, or let the client find it in their portal.

Related

• Client Portal
• Card Authorizations