Adding Default Documents That Get Automatically Added to Your Trip

Save time and keep your trips consistent by setting up default documents in Lato! Whether it’s travel information, important policies, tickets, or destination-specific requirements, you can choose which documents are automatically added to every new trip. This means less repetitive admin for you and all the essential information ready for your travellers. In this guide, we’ll walk you through setting up your default documents so you can spend less time on manual tasks and more time creating amazing travel experiences.

Setting Up Default Documents

1. Go to Settings > Trip > Default documents

2. Select the document you want to use, or upload it by pressing ”+”

3. Select the country this document applies to, or leave the country field empty for universal documents

4. Name your document and select the document type

5. Mark it as “enabled” so it wil be automatically added

6. Click Save

Adding Default Documents for a Country

• A country is automatically added to your trip when you’ve planned multiple days in the same destination. The system analyses all your trip days and determines which country you’ll be spending the most time in.

• As soon as a country is added to your trip, the system automatically includes any default documents you’ve previously set up for that specific country.

Once You’ve Set Up Your Default Documents

1. Create your trip with multiple days in the same destination

2. The system automatically detects the country based on your itinerary

3. Default documents are added immediately to your trip

4. You can add, remove, or modify documents at any time

Usual Types of Default Documents

• Travel information
• Travel requirements
• Event tickets
• Plane tickets
• Videos, e-books, music, podcast
• e-sim
• etc.

Where Can The Traveller Find the Documents?

• Under the More tab in the Travel App

• At the bottom of the downloaded trip PDF file

Important Notes

• Default documents will only be added to newly created trips.

• Default documents are per user, so each user has their own default documents. Your colleagues’ default documents won’t be automatically added to trips you create