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1. Navigate to a flight leg and click the Crew Briefing button (screenshot 3)

2. Use the filters on the right hand side to select a time range (screenshot 4.1). You will be able to generate a crew briefing for flight legs within this range

3. Select the documents you want to generate for each flight leg in the range (screenshot 4.2):

   1. Tick the CB box to generate a crew briefing

   2. Select a GenDec type from the drop down to generate a general declaration

   3. Tick the CabCrw box to generate a cabin crew briefing

   4. Tick the PaxTck box to generate a passenger ticket

4. Click Generate Crew Briefing PDF or Generate Crew Briefing HTML (screenshot 4.3)

5. If there have been any changes to the flight legs and they need to be reflected in the crew briefing, click Generate Crew Briefing PDF or Generate Crew Briefing HTML again

6. Follow the procedure below to update recipients

7. Click Send

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title Screenshots

Generate

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1. Navigate to the Trip and click the Proforma Invoice button

2. Follow the procedure below to update recipients

3. Click Send

Generate, update, and send a quote

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1. Review all recipients and remove any unnecessary recipients by clicking the little cross next to their names (screenshot 7.1)

2. Add any required extra recipients:

   1. To add existing contacts:

      1. Select the type of recipient from the drop down (To, CC, or BCC) (screenshot 7.2)

      2. Start typing their name in the Add Contacts box (screenshot 7.3)

      3. Select their name from the drop down and click Add (screenshot 7.4)

   2. To add external e-mail addresses

      1. Click the Add E-mail Address button (screenshot 7.5)

      2. Type the e-mail address in the box that appears (screenshot 7.6)

      3. Select the type of recipient from the drop down (To, CC, or BCC) (screenshot 7.7)

      4. Click Add Emails (screenshot 7.8)

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Generate and send a proforma invoice

1. Navigate to the Trip and click the Proforma Invoice button (screenshot 8.1)

2. Follow the procedure below to update recipients

3. Click Send

(WIP) Sending Service Requests

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1. On the Trip page, open Trip Arranged By Account in a new Tab

2. In the Account Information section, the Template Language field shows currently selected language

3. To change the language, click on the EN/FR button on the top of the page

4. Click ‘'Please click here to get back to the Accoun’Account’' link to go back to Arrange Arranged By accountAccount

5. Go back to your Trip and select the necessary document

6. Ensure the Template is displayed in the chosen language

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1. Navigate to Trip Tab and Click the New Button

2. Select the Aircraft, Company Name, Primary Contact, Primary Contact Role and Lead Source

3. Select the Arranged By, Dispatched By and all other mandatory fields

4. Create all the necessary Flight Legs

5. Click on the ‘'Quick Quote Quote’' button on in the Trip Builder

6. A new window appears with the The Quick Quote template will appear in a new window

7. Check the email addresses in the Warning pop-up and after reviewing

8. Click OK to send it

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