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 request and approve documents, issue the House Bill of Lading and the Arrival Notice, 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
Issue the HBL or send the Arrival Notice	Ensure the HBL and MBL numbers, parties, containers, and sailing details match the actual shipment, and tell the consignee when cargo is expected.	Issue an HBL or send an Arrival Notice
Request required documents and prepare the SI and draft B/L	A shipment needs specific documents from an external party before the SI or draft B/L can be prepared, and both must be approved before they go out.	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, verify it against the original document 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