How to Create Documents - Video Guides

Watch Videos on how to create shipping documents in IncoDocs

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14 articles in this collection
Written by Ben Thompson and Brandon Boor

Change page margins on your documents

Change margins on your document or set new default margins
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Written by Brandon Boor
Updated over a week ago

Customizing Templates

How to change field headings, edit document titles, customize product tables on documents and create custom templates.
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Written by Brandon Boor
Updated over a week ago

Store a Custom Field against a Product

Store additional information against your products to pre-populate into documents.
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Written by Ben Thompson
Updated over a week ago

Add your own Letterhead and Footer to documents

Showcase your brand and professionalism with a well-designed letterhead & footer on your documents.
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Written by Brandon Boor
Updated over a week ago

Creating Documents in Another Language (Multi-Lingual)

How to translate or add translations to any document in IncoDocs.
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Written by Brandon Boor
Updated over a week ago

How to Create a Quotation

Watch this video to understand how to create a Quote document for export.
Ben Thompson avatar
Written by Ben Thompson
Updated over a week ago

How to Create a Proforma Invoice

Watch this video to understand how to create a Proforma Invoice document.
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Written by Ben Thompson
Updated over a week ago

How to Create a Commercial Invoice

Watch this video to understand how to create a Commercial Invoice for Import / Export shipments.
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Written by Ben Thompson
Updated over a week ago

How to Create a Packing List Template

Packing List documents can be created in many different ways. Read about the different formats of Packing List templates in IncoDocs.
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Written by Ben Thompson
Updated over a week ago

How to Create a Shipper's Letter of Instruction

Watch this video to understand how to create a SLI document to send to your freight forwarder.
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Written by Ben Thompson
Updated over a week ago

How to Create a Purchase Order

Watch this video to understand how to create a Purchase Order document.
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Written by Ben Thompson
Updated over a week ago

How to Create a Verified Gross Mass Declaration (VGM)

Watch this video to understand how to create a Verified Gross Mass Declaration for Export shipments.
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Written by Ben Thompson
Updated over a week ago

How to Create a USMCA Certificate of Origin

If you are shipping between the USA, Canada & Mexico, you can create a Certificate of Origin for the new USMCA / CUSMA / T-MEC agreement.
Ben Thompson avatar
Written by Ben Thompson
Updated over a week ago

How to Create a Packing Declaration

Watch this video to understand how to create a Packing Declaration document for Import / Export shipments.
Ben Thompson avatar
Written by Ben Thompson
Updated over a week ago