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: ModPopular

• 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 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 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 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 view and edit doc terms

  In this article, you'll learn how to view and edit terms in Jules. Step 1: Start by clicking on Add a Purchase to access the Terms field in Jules. Step 2: Scroll down and locateFew readers

• I can request document approval

  Few readers

Export documents

• I can verify my Bill of Lading (BL) with AI

  Creation Date: Apr 30, 2024 Created By: Akhil Vanjani View most recent version  1. Go to the Shipments page 2. Click on the shipment to open the menu (https://storage.crisp.chat/users/helpdesk/webFew readers

• I can verify my Letter of Credit (LC) with AI

  Creation Date: May 24, 2024 Created By: Akhil Vanjani View most recent version  1. Click on your Sale/Purchase to access it 2. Go to the 'doc center' and click on 'Upload a document' (https://stFew readers

• I can generate a packing list document

  Date: January 26, 2023 Author: Jean-Philippe Boul Source: Tango 1. Go to Jules AI 2. After having entered the loaded weights, by item, click on "Save & Close" (https://storage.crisp.chat/users/helpdesk/website/1ccd96a6368acf00/383617ea-c720-4e6c-b7cFew readers

• I can send the complete scanned doc package to the consignee

  Creation Date: January 31, 2023 Created By: Akhil Vanjani View most recent version on Tango 1. Go to Jules AI 2. Go to the "Logistics" menu and click on "Shipments" (https://storage.crisp.chat/users/helpdesk/website/c5876602cf3fa800/d3e1680e-9cac-4e11-ac0f-0499eeFew readers

• I can set up default documents for a company

  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/6796fab7-40Few readers