On Lato, you can customise how documents appear within trip proposals and traveller views by managing your document display settings. This guide walks you through configuring which documents are visible to clients, helping you streamline proposal layouts and ensure the right information shows up where and when you need it.

(Our product evolves quickly, and this video may not show the latest updates)

Manage Document Display Settings

  1. Go to Settings > Trips > Documents

  2. Find the "Show documents" section

  3. Choose when travellers can see trip documents and booking information

  4. Save your changes

Manage Document Display Settings For a Specific Trip

  1. Go to Trips

  2. Select the trip for which you want to manage the documents display settings

  3. Navigate to the "Settings" tab of that trip

  4. Find the "Documents" section and select when you want the documents to be displayed

  5. Save the trip