---
title: "Adding a document and categories"
description: "Learn how to add resources to your profile. Assign files to standard categories, understand \"non-public\" rate sheets, and use the Text or URL options to generate PDFs or link to hosted documents."
url: https://helpcenter.safarioffice.com/en/articles/42-adding-a-document-and-categories
collection: "Media & Documents"
updated: 2026-06-23
language: en
---

# Adding a document and categories

Learn how to add resources to your profile. Assign files to standard categories, understand "non-public" rate sheets, and use the Text or URL options to generate PDFs or link to hosted documents.

Keeping your resources organized helps **Tour Operators and Agents** find exactly what they need quickly. By adding documents and assigning them to specific categories, you ensure partners always have your latest rates, menus, or Terms & Conditions ready to reference or include in their quotes.

## **Understanding Document Categories**

When you upload or create a document, you must assign it to one of the following system categories:

-   **Menu (Food & Drinks):** Menus that partners can share with clients.
    
-   **Terms and Conditions:** Your official booking policies.
    
-   **Privacy Policy:** Your data and privacy guidelines.
    
-   **Rack Rates (non-public):** Your official public pricing. _Note: "Non-public" means this document is only visible to Tour Operators and Agents for reference, and will not be displayed to the end-traveler._
    
-   **STO Rates (non-public):** Your specific contracted or net rates. This is also strictly visible only to your B2B partners.
    

## **How to add a new document**

1.  **Sign in** to your **User Account** and access your listing.
    
2.  Click the **Documents** tab in the top navigation bar.
    
3.  Click the **\+ Add New Document** button.
    
4.  Select your preferred format (**PDF**, **Text**, or **URL**).
    

### **Using the Text option**

If you do not have a pre-formatted file, you can create one directly in the platform. When you select the **Text** option, SafariOffice will automatically create a PDF document from your input, which partners can seamlessly add to quotes.

1.  Select **Text** from the format options.
    
2.  Enter a clear **Document Title**.
    
3.  Select the appropriate **Category** (e.g., Terms and Conditions) so partners know what the file contains.
    
4.  Paste or type your content into the **Custom Text** field.
    
5.  Click **Save** to generate and publish the document.
    

### **Using the URL option**

If you host your documents online (such as on your own website or a cloud drive), you can simply provide a link instead of uploading a file.

1.  Select **URL** from the format options.
    
2.  Enter a clear **Document Title**.
    
3.  Select the appropriate **Category** (e.g., Menu (Food & Drinks)).
    
4.  Paste the web link into the **URL** field.
    
5.  Click **Save** to publish the document link to your profile.
    

> **Info:** Always ensure your rate sheets reflect your current seasons and pricing. Because **Rack Rates** and **STO Rates** are marked as non-public, you can safely upload them knowing only your registered B2B partners will see them.

### Related Articles

[

How to use the documents section

An overview of the Documents section. Learn how to share essential files (like rate sheets and brochures) with partners using PDF, Text, or URL formats.

](https://helpcenter.safarioffice.com/en/articles/41-how-to-use-the-documents-section.md)