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# I can set up default documents for a company

${frame}[I can set up default documnts for a company](https://julesai.clueso.io/embed/77db4376-3372-4245-aa08-d557b5a5d288)

In this article, you'll learn how to set required documents for a new company and how this feature enhances your tracking process.

**Step 1:** Start by setting the required documents for a new company.

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/77db4376-3372-4245-aa08-d557b5a5d288/786ddba3-bd79-4bc6-ae3a-2892069314b5/images/6796fab7-40d2-4681-bd02-f37cfb29b8fc.png)

**Step 2:** Select the necessary documents while adding a new company. Alternatively, click on **Edit** and choose the required documents, such as BL shipping instructions.

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/77db4376-3372-4245-aa08-d557b5a5d288/786ddba3-bd79-4bc6-ae3a-2892069314b5/images/1804c328-4896-418c-8937-0d82528748fb.png)

**Step 3:** Specify the quantity for each document and save this information. When you create an order in joules with the same client, the system automatically pre-fills the required documents. You're free to update the quantity at this stage.

**Step 4:** Add more documents from the section as needed. When you create a Shipment, all the documents you've set for that sale appear as a document stepper.

**Step 5:** Open the shipment and access the **Doc center**. The document you've set will be marked as required, improving your tracking process.

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/77db4376-3372-4245-aa08-d557b5a5d288/786ddba3-bd79-4bc6-ae3a-2892069314b5/images/56319d57-593c-42c6-a342-fc1144fc3538.png)