Documents | Jules AI

General

I can upload and manage my documents
Uploading a Document Step 1: Navigate to the page where documents are available. Step 2: Click on Upload a document. Step 3: Select the document type. Step 4: Choose the file from your computer. Step 5: ModSome readers
I can record Letter of credit (LC) details and link it to a shipment
This tutorial guides through the process of recording a Letter of Credit (LC) in Jules and linking it to a shipment. Recording a Letter of Credit Step 1: Click on Add a Sale. (You can follow the same for Purchase)Some readers
I can generate documents
You can generate documents from different places and for different objects. Here we are in the "Trucks/Containers" page, but this can also be done from Purchase/Sale pages and from the "Shipments" page Date: January 25, 2023 Author: Jean-Philippe Boul Source: Tango 1. In the "Trucks/Containers" page, selectFew readers
I can edit document information
Date: January 25, 2023 Author: Jean-Philippe Boul Source: Tango 1. Go to Jules AI 2. This feature can be accessed from the different "Document" places, for instance in the "Trucks/Containers" page (https://stoFew readers
I can generate documents related to containers or trucks
Creation Date: March 1, 2023 Created By: Jean-Philippe Boul View most recent version on Tango 1. Go to Jules AI 2. Click on "Trucks/Containers" (https://storage.crisp.chat/users/helpdesk/website/e1585e228f144800/97a79aeb-6547-4ab0-9cb5-b6bbe21hgomit.pnFew readers
I can track my documentation progress (purchase, sale, container, shipment)
Date: January 25, 2023 Author: Jean-Philippe Boul Source: Tango 1. Go to Jules AI 2. In the "Trucks/Containers" page you can access the document stepper and click on a given step (https://storage.crisp.chat/users/helpdesk/website/eaf247d7ef4ec800/64Few readers
I can request document approval
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Export documents