Best Practices

Use these practices to keep documentation organised and flowing smoothly.

Document organisation

• Use clear, descriptive file names when uploading.
• Upload documents promptly when received to maintain a complete record.
• Verify document accuracy before sending to avoid delays and corrections.

Using templates effectively

• Use templates from Document Templates Management for standard documents.
• Select the appropriate template based on document type and destination requirements.
• Ensure template content is current and compliant with regulations.

Timely communication

• Send documents as soon as they are available.
• Follow up on documents that require customer or agent action.
• Keep a clear history of document exchanges in the Documentation tab.

Moving to the next stage

Once all required documents have been exchanged and verified:

• For Export bookings – Drag the card to the Invoice column.
• For Import bookings – Drag the card to the Delivery Order column to proceed with cargo release.