In Mogu, you can upload and share documentation with your clients from three different environments, depending on the experience you want to offer:
Each one has its own features and advantages, which we will go through step by step:
🌐 1. Adding documentation in the Online Proposal
The fastest and most direct way to share documents with your client. You can upload documentation directly within the proposal using the file block.
The client accesses it without logging in
They simply open the proposal link
Once the trip is confirmed, they can easily access the documents
⚠️ Important considerations
Only available on the Premium Plan
❌ Does not allow filtering documents by passenger
❌ Does not allow offline access
✔️ Direct, frictionless access
💡 When to use it
Ideal when you are looking for speed, simplicity, and avoiding additional logins or access steps.
💻 2. Adding documentation in the Traveler Portal (web)
A more complete and structured option for sharing documentation filtered by passenger. A key point is that it is available in all plans (including Business).
To use it, follow these steps:
Go to the trip and open the Traveler Portal tab
Click on Upload document
Share the link
The client will create an account and, when logging in, will see the trip with their personalized documentation.
To assign specific documents to each traveler, passengers must first be added to the trip. There are several ways to do this:
Automatic booking registration
When you use the booking module so passengers fill in a form or complete an online reservation, they are automatically linked to the trip and you can assign documents without any extra steps. Recommended for groups, incentives, or trips with many passengers and different documentation needs.
Manual reservation creation
If there is no previous registration, you can create a manual reservation by adding the passenger, who will then be linked to the trip. Recommended for individual trips managed outside Mogu.
Bulk passenger import (Excel) (coming soon)
Another upcoming option will be importing an Excel file with all passenger data.
⚠️ Important considerations
❌ No offline access available
💡 When to use it
Ideal when you need to filter documentation by passenger.
📱 3. Adding documentation in the Mobile App
This is the most complete experience for the end customer. Advantages include offline access and push notifications.
Login required
Organized and filtered documentation
🔔 Push notifications to the phone
📶 Offline access (no internet required)
To assign specific documents to each traveler, passengers must first be added to the trip. There are several ways to do this:
Automatic booking registration
When using the booking module, passengers who fill in a form or complete an online reservation are automatically linked to the trip, allowing document assignment without additional steps. Recommended for groups, incentives, or trips with many passengers and different documentation.
Manual reservation creation
If there is no previous registration, you can manually create a reservation and add the passenger, linking them to the trip. Recommended for individual trips managed outside Mogu.
Bulk passenger import (Excel) (coming soon)
Another upcoming feature will allow importing an Excel file with all passenger data.
💡 When to use it
Long-distance trips where passengers may travel without internet
Long itineraries requiring constant access
When offering a more premium experience
🧭 Which option should you choose?
Depending on your needs, one option will be more suitable than the others:
Online Proposal → for fast initial delivery
Traveler Portal → to filter documentation by passenger
Mobile App → for in-trip experience, offline access, and notifications
