How to Request a Document Template Customization

Jules uses a dynamic template engine (Carbone) to automatically generate your documents from data entered in the platform. These templates are configured during onboarding and can be updated on request.

What customizations are possible?

You can request:

• Adding or removing a field (e.g. reference number, HTS code, tare weight)
• Modifying how a field is displayed (format, label, position)
• Adding mandatory or legal notices (e.g. regulatory text, reservation clause)
• Creating a new document template (e.g. a new SLI type, a specific shipping instruction)

How to submit a customization request

1. Identify the document — specify its name (e.g. "Shipper's Letter of Instructions", "Invoice", "ISF Document")
2. Describe the change — be precise: indicate the field to modify, the expected value, and if possible an example
3. Attach a visual example if possible — an annotated screenshot of the current document is very helpful
4. Send your request to help@julesai.com

Our team will create a Jira ticket (JTCS project) and keep you informed of progress.

Processing time

• Simple (rename a field, add a notice): 1 to 3 business days
• Complex (new calculation, new template): 5 to 10 business days

After the modification

Once the template is updated, you must re-generate the document from Jules to get the new version. Already-downloaded documents do not update automatically.

Updated on: 07/04/2026