Using the 'Export Docs' folders, you can easily create a set of all shipping documentation without re-typing data. You can also upload and store files relating to each shipment for easy team reference.
Watch how to Create Export Documents in Folders:
1 - Create a New Export Docs Folder
From the 'Export Docs' section, on the right of the screen click 'Create New'
2 - Select Document Templates
Select the documents you want to include inside your folder (note that you can add extra documents later on).
3 - Entering Data into Documents
You can enter all data relating to your shipping documents in the 'Master File' screen, or enter the data into each document individually.
Note that the data is automatically synced between the Master File and shipping documents, so you only have to enter the data once.
On the left of each document, tick to select each document, then click 'Download Set' to download everything as a Zip file.
4 - Upload Files & Documents
Click 'Upload files' to store all files, documents or photos relating to each shipment so everything is stored in 1 place for easy reference.
You can duplicate a whole folder by selecting the folder, then click 'Duplicate'.
Archive folders by right-clicking the folder then selecting 'Archive'. This will move the folder into a separate archive list so you can keep your current Export Docs folders as 'Active'.
Enter a reference number in the top search bar to easily find the folder you need.