Overview
The Documentation column in Workspace manages all document exchanges between operators and customers throughout the shipping process. It is where shipping documents, customs paperwork, certificates, and other required files are uploaded, shared, and tracked.
Use this section to learn how the Documentation column works, how to send and manage documents, and how it fits into Export and Import workflows.
What you’ll find in this section
- Understanding the Documentation Column – Where the column appears in Export vs Import workflows.
- Accessing the Documentation Tab – How to open documentation from the board or any booking.
- Sending Documents – Uploading files or using templates.
- Managing Documents – Viewing, downloading, and organising documents.
- Document Exchange Workflow – How documentation flows for Export and Import bookings.
- Best Practices – Organisation, templates, and communication tips.
- Common Questions – FAQs about formats, templates, and archive access.
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