Creating a New Document Template

Creating a document template in Portmasters allows you to upload and store files for reuse across your shipping operations.

Step-by-step process

1. Navigate to the Manage section and click on the Document Templates tab.
2. Click the + New Document button in the top right corner.
3. The New Document dialog will appear.

Upload document

File upload area

• Drag and drop your file into the designated area, or
• Click the Browse file button to select a file from your computer.
• Supported file formats: PDF, Doc (Word documents), or Image.
• The upload area displays a cloud icon and the message: “Drag and drop files here”.

File format guidelines

• PDF files – Ideal for forms, agreements, certificates, and finalized documents.
• Doc files – Suitable for templates that need to be edited before use.
• Common document types: Bill of Lading, Commercial Invoice, Packing List, Insurance Certificate, Certificate of Origin, Booking Confirmation, Delivery Order.

Document name

• Enter a descriptive name for the document template.
• Use clear, specific names that indicate the document’s purpose.
• Good naming helps users quickly find the right template when needed.

Final actions

• Click Submit to register the document template.

Once saved, you’ll see a confirmation message:
“The Document successfully created. You can see and manage the document in the document tab on manage.”