These are the general steps to take to produce a set of Export Documents for a shipment. To find out more about the ways each step can work to make your life easier, read through the ITDocs in Depth section.
Point your browser at intertradedocs.com and click on Login.
www.intertradedocs.com
You will be taken to the Login screen.
The Login screen
Enter your username and password and click Submit.
You will be taken to the Main Menu.
From the Main Menu you can access all of ITDocs.
Main Menu
When you first open www.intertradedocs.com, you see a single navigation bar at the bottom of the screen.
The standard Navigation Bar
Once you have logged in, a second Navigation Bar appears at the bottom of your screen:
The Navigation Bar when logged in
Use the top row of links to move around within ITDocs.
The Add Party screen - Name and Address
The Add Party screen - other details
Click on the Add a New Party link on the Main Menu.
Enter the details of the party.
Click Save and Review to save and review your data.
Do this for all the parties to this shipment; Shipper, Consignee, Freight Forwarder and any other required parties.
ITDocs will prompt you to add any necessary data when you click Submit.
When you have finished entering Parties, click on Main Menu on the Navigation Bar at the bottom of the screen to return to the Main Menu.
The Add Products screen - top
The Add Products screen - bottom
Click on Add a New Product on the Main Menu.
Enter the details of the product.
Click Save and Review to see your saved data.
Do this for all the products you need for this shipment. ITDocs will prompt you for any necessary data when you click submit.
When you have finished entering Products, click on Main Menu on the Navigation Bar at the bottom of the screen to return to the Main Menu.
Click on Create a New Shipment on the Main Menu.
Enter all the data you have on the 5 screens:
International Transport
International Clearance
Domestic Transport
Commercial Invoice
Packing List
At the bottom of each screen, click Save and Continue to save the data and move to the next screen.
If you haven't entered all of the Parties to the Shipment before you begin, there is an opportunity on the International Transport screen to add new Parties. Otherwise, you can select from the Parties you have already entered.
All data that is pasted from your existing data can be edited - Party details, product information and pricing and so on. Updates of this kind are saved only in the Shipment data, so that your original Party or Product data is still safe.
When you have completed and saved Packing List, you will be taken to the Shipment Review Screen.
On the Shipment Review Screen, you have several options:
check and, if necessary, edit parts of the shipment
add custom documents
review documents before producing them
produce the final output documents
upload external pdf documents that apply to the shipment
Shipment Review - top of screen
Shipment Review - bottom of screen
The shipment details are available through a set of clickable links to the various parts of the data:
International Transport
International Clearance
Domestic Transport
Commercial Invoice
Packing List (including the Packing Declaration)
ITDocs has a feature that lets you create any supplementary document, using the Custom Documents form. The output document has all the core shipment information, so that it can be grouped with the core documents at both origin and destination. Each Custom Document is saved with the shipment it belongs to, and can be edited and re-produced at any time.
Choose a Document to review
Before producing the output documents, you may wish to check them for accuracy and to make sure all details have been included. Here you can select any document, including any of the Custom documents, and click review to display it in your browser.
On the Shipment Review Screen, check the boxes beside the documents you need to produce, and in the boxes beside each type of document, enter the number of each document you want to produce.
ITDocs will generate a single, multi-page PDF which will open in your PDF reader for saving, printing or emailing.
On the Navigation Bar you will find buttons to list Parties, Products and Shipments. Clicking any of these will take you to the first page of a full listing, with a set of search fields above the list.
Click on the Shipment number, Party name or Product name if you know it, or enter relevant search criteria into the fields and click Search.
Once you have found the Shipment, Party or Product you want to edit, click on the Edit button on the bottom right for Parties or Products, or use the Shipment Review screen to edit a Shipment.
For more in-depth information, please continue to Intertradedocs in Depth.