Document List Template

Document List Template

Document List Template is a master that defines which documents are required for each product type and context. It is used by the Documents tab to auto-populate document requirements on Bookings, Orders, Shipments, and Jobs.

Each template has a name (e.g., "Air Export Standard", "Sea Import FCL") and applies to a product type (Air Freight, Sea Freight, Transport, Customs, Warehousing, General), applies to (Booking, Shipment/Job, Both), and optionally direction and entry type.

To access Document List Template, go to:

Home > Logistics > Document List Template

1. Prerequisites

Before creating a Document List Template, it is advised to set up the following:

• Logistics Document Type – Master list of document types (CI, PL, BL, AWB, etc.)

2. How to Create a Document List Template

1. Go to the Document List Template list, click New.
2. Enter Template Name (e.g., "Air Export Standard").
3. Select Product Type (Air Freight, Sea Freight, Transport, Customs, Warehousing, General).
4. Select Applies To (Booking, Shipment/Job, Both).
5. Select Direction (Import, Export, Domestic, All) if applicable.
6. Select Entry Type (Direct, Transit, Transshipment, All) if applicable.
7. Check Is Default if this is the default template for this product when no match.
8. Add Document List Template Items – for each required document:
   • Document Type – Link to Logistics Document Type
   • Sequence – Display order
   • Is Mandatory – Required for submission
   • Date Required Basis – ETD, ETA, Booking Date, Job Date, Manual, None
   • Days Offset – Days before/after basis date (e.g., -7 = 7 days before ETD)
9. Save the document.

3. Features

3.1 Template Selection Logic

When a document is opened, the system finds the matching template by product type, applies to, direction, and entry type. The first match wins; otherwise the default template is used.

3.2 Populate from Template

On each supported doctype, the Populate from Template button creates/refreshes document rows from the matching template.

4. Related Topics

• Document Management
• Logistics Document Type
• Sea Booking
• Air Booking