Documents

Documents are the legal foundation that determines whether a shipment clears customs or not. An incomplete set or a single wrong date is enough to hold cargo at the port. This documentation group guides ops staff on how to organize documents, track deadlines, and capture document data quickly using AI parsing - reducing manual entry time and transcription errors from PDF or image files into the system.

Select an article by situation

Situation	Business objective	Article
Prepare SI, HBL, MBL, D/O, Arrival Notice	Ensure shipper/consignee data, container details, routing, and document status match the actual shipment.	Issue an HBL or send an Arrival Notice
Request required documents from the customer or agent	A shipment needs specific documents from an external party before the SI or draft B/L can be prepared.	Request documents and prepare the SI and draft B/L
Receive a PDF or image file from the customer or carrier	Use AI to read Booking Confirmations, Shipping Instructions, B/Ls, or Arrival Notices to reduce manual entry.	AI Document Parsing

If AI-extracted data is not yet reliable enough, prioritize verifying it against the manual document management article before applying it to the main record.

• Document Management
  • Issue an HBL or send an Arrival Notice
• Document Requests
  • Request documents and prepare the SI and draft B/L
• AI Document Parsing
  • Fill a booking or shipment from a document with AI
  • Set up AI providers and freight document templates