How to add a document to a reservation in Mews Operations

In Mews Operations, you can add a document such as a guest ID or signed agreement directly to a specific reservation. This is helpful for properties with long stays who need to attach rental agreements to reservations. Once you add a document, you can specify relevant details such as a name, signature status, signature date, expiration date and notes. Users with the “Create and manage reservations” permission can access this directly from the Reservations management screen.

 

To add a document to a reservation:

1. In Mews Operations:
   • From the Timeline select their reservation and click Manage, or
   • Enter the guest's name in the Mews Dashboard search bar and click on their reservation.
2. Click the Contracting tab.
3. Click Actions > Upload file. 
4. In the new side-window, enter the following details:
   • File: Click or drag a file to upload it. Mews supports files in PDF, JPEG and PNG formats.
   • Name: Enter a name to identify the document, for example, rental agreement.
   • Signature status: Click to select a status:
     • Signed: For documents that are signed. When you select this option, a Signature date field appears where you can add the date.
     • Pending: For documents that are pending. When you select this option, a Signature deadline field appears where you can add a deadline.
   • Expiration date: Click to select an expiration date for the document.
   • Note: Enter any relevant notes about the document.
5. Click Save.

This adds a document to a reservation in Mews Operations.

You can learn more about the reservation management in The Reservations Management screen help article.