This document will show you how to 

• Generate documents with add Documents Via document (MBL) 
• Generate Loading confirmation and Other types of Ocean documents 
• Uploading external documents on a Job

Adding Ocean Documents (MBL)

# Shipmnts Operations App

1. Open the Shipment for which you'd like to generate the document.

2. Click on Documents section

3. Click on Add Document and you will see list of all possible documents that you can create.

4. For our sample we are generating an MBL. Click on MBL / SI.

5. Clicking on the document type opens up a real time editor. Note, whatever information you have specified on the Shipment will automatically be pre-filled at this space, you can start filling up rest of the details.

6. You can Check Notify Party as Same as consignee or use the additional parties drop down to add multiple parties.

7. Review the Routing details to ensure no change is needed. Any edits that you make on fields marked as 'Print On MBL/SI as' will make the changes only on the print of the MBL, shipment will continue to retain standard name.

This is a great place to make preferential changes as per your customer's requirement.

8. Further you can review the B/L body.

Tip: Clicking on View Custom Regulations option allows you to review region wise regulations.

9. Here's a quick fact sheet for the SI Customs regulations.

10. Incase you have missed out on adding container on the shipment, you may also add containers directly at this stage by using the add container option.

This detail not only gets added on the MBL but is also simultaneously updated on container section of the Shipment therefore allowing you to track the container milestones.

11. From this stage you can share the draft with Shipping line or Customer.

12. You can update the status of the document.

13. Or you can take a physical print if needed.

14. As you click on the Shipment reference or Job reference Number which takes us back to summary page.

15. You will see the generated document will now appear under Documents tab. Clicking on the preview allows you to take a quick look at your document.

16. Here's a sample preview of the information we had seen in document editor earlier, you can also take a print from here.

17. Click on 3 Dots under the actions beside the document also allows you preview, download PDF or delete the document.

18. Incase of the MBL once generated you can also manage & record the stages it goes through using the tower icon which opens up the timeline view.

19. Here's a sample of the timeline view. It helps a lot when you begin auditing.

20. You may also click on the 3 dots beside the MBL status for quick action.

21. Click on SI Filed…

Generating Loading Confirmation

22. Lets look at another example of Loading Confirmation.

23. Just like the MBL this will also open up a live editor, where you can make real time changes for the print of the document.

24. Click on the job number to go back to the summary page.

25. To take a quick look at your document you can click on the Show Preview.

26. Here's a preview of the Loading Confirmation. 

27. Like MBL you can also Print from this stage.

28. You continue the same steps as needed if you'd like to generate Freight Certificate or Transport Delivery Order.

Adding external documents to document tab

29. The documents Tab allows you to not only generate internal documents, it also allows you to manage external documents as well using the 'Uploaded Section'

30. We dragged a sample file to the upload area.

31. We dragged a sample file to the upload area. You can also upload multiple files at the same time and add document tags. Document Tags allows the system to categorise and display the document type for easy understanding.

32. You can either use the prefilled tags or create your own standard tag. You can also use multiple tags incase the same document is used in multiple places. For this example we are using Gatepass Copy & Customer Approval.

33. Click on Upload & Continue (1/1)

34. You will see the document has been uploaded with the tags we selected. Incase you'd like to remove it you can also click on the delete icon.

See how this looks in app: