Document Exchange Workflow

The Documentation column supports different workflows for Export and Import bookings.

Export bookings

1. Operator prepares shipping documentation after manifest completion.
2. Documents are uploaded (via file upload or template selection) and sent to relevant parties.
3. Customer or agent reviews and confirms documents.
4. Any corrections are made and resent.
5. Once documentation is complete, the booking moves to the Invoice column.

Import bookings

1. After invoice processing, the documentation stage begins.
2. The operator receives documents from the origin agent or shipper.
3. Documents are reviewed for customs clearance requirements.
4. Additional documents are requested or generated using templates if needed.
5. A complete documentation package is prepared for customs.
6. Once documentation is complete, the booking moves to the Delivery Order column.