Summary

DocBuilder is an important element for CargoWise users because of the benefits it brings not only to customers but also the heightened efficiency and execution capabilities resulting from internal operations. Utilizing this module can help companies ensure that transparency and visibility around key information of an order are communicated accurately to all parties that touch the process – through necessary documentation.

Creating a Document

When creating a document with DocBuilder, there are strategies to work “smarter, not harder.” As the module comes with the previously mentioned templates, a helpful strategy to creating any documents would be to use related or similar templates already available. Eventually, as CargoWise users build out their own document layouts (custom Document Configurations), they will also be able to use these documents as templates in the future for similar shipment situations and repeat customers.

Custom Document Configurations and Sections

The most vital aspect of DocBuilder for CargoWise users is the ability to create custom Document Configurations and Sections straight from the modules within the software. This enables a single platform for all document management and decreases time wasted on integrating external processes onto CargoWise.

Create a New Configuration of a Document

Customized Document Configurations are when CargoWise users create versions of a document that have slight variations based on the needs of that document (e.g. customer desired addition of data or customer desired omission of data). Instead of making a new document for the specifications of certain customers or situations, those documents can be given configuration options, lessening the disorganization and overloading of the Document Menu.

Section Types

Section Types help define the actual location of Sections within a Document Configuration. If users know they want the Section/ information of their order in the header, footer, specific page header/footer, or the body area, they can use Section Types. Most Sections are body area sections. Each Section Type is configured when the Section is made or customized.

Section Filters

Section Filters are used on DocBuilder to show or suppress Sections on a document based on certain criteria being met, adding more automation to the document creation process of CargoWise Users. If the filter is blank, the default will be to show the Section. If there are Section Filters added, then that Section will not be shown unless the value of the contents meets the criteria to make the filter true (or correct).

Document Languages

DocBuilder documents can be created, printed, and delivered in multiple languages. Not only can CargoWise users have documents shared completely in different languages, they can also use DocBuilder Sections to change only portions of a document to an alternate language

Document Themes

Another important feature for the customization of documents using DocBuilder is “Themes.” Themes can change the colors and fonts of each Section in a document to create the aesthetic desired by CargoWise users and/or their customers.

Benefits of Utilizing DocBuilder

CargoWise software can elevate logistics businesses by being a platform that brings all aspects of the operation together. If their modules are used comprehensively by a team, the return on investing in these products can be seen in the resulting customer satisfaction and strengthened operational processes. DocBuilder is a module that brings their users both of these results when teams are trained properly on the software and features are fully utilized.