Overview
Document Templates Management in Portmasters handles pre-formatted files (PDFs, Word documents, images) used throughout the shipping workflow, especially in booking and workspace operations. Templates serve as standardized forms and documents for fast, consistent documentation.
Use this section to learn how to create, manage, enable/disable, and use document templates in daily operations.
What you’ll find in this section
- Creating a New Document Template – How to upload and register reusable templates.
- Managing Existing Document Templates – How to view, edit, and organize templates.
- Enabling and Disabling Document Templates – Why templates are disabled rather than deleted.
- Using Document Templates in Operations – How templates integrate into bookings, BL generation, and workspace.
- Best Practices – Lifecycle, versioning, and quality control.
Last updated on