How to Create Documents - Video Guides
Watch Videos on how to create shipping documents in IncoDocs
14 articles
Written by Brandon Boor and Ben Thompson


Change page margins on your documents
Change margins on your document or set new default margins
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Written by Ben Thompson. Updated over a week ago