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The documents live with the shipment

Upload once to durable storage, generate a shipment summary PDF, convert image scans to PDF, and extract invoice and reference fields with OCR.

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Object storage
durable, linkable document store
PDF generation
branded shipment summaries on demand
OCR
key-field extraction from invoices and scans
Overview

Documents & Automation

Every shipping document - commercial invoice, packing list, B/L, certificate - attaches to the shipment it belongs to and is stored in object storage with a stable link, size and type. No shared drive, no "which version is current".

Background workers do the repetitive work: generate a branded shipment-summary PDF, turn an image scan into a proper PDF, and run OCR to pull the invoice number, total and dates into structured fields. When OCR is not configured, documents are marked "unavailable" rather than filled with guesses.

Capabilities

What's included

01
Documents on the shipment
Attach any file type to a shipment with type, name, size and uploader; retrieve it by a stable URL.
02
Durable storage
Files are stored in dedicated object storage, not the application database or a share drive.
03
Summary PDF generation
Produce a branded shipment summary PDF - status, route, carrier, containers and the full event timeline - as an async job.
04
Image to PDF
Convert photographed or scanned documents to PDF automatically.
05
OCR field extraction
Run OCR to pull invoice number, total amount and dates into structured fields; fails loudly if OCR is not configured.
06
Bill of lading and airway bill
Master and house B/L and AWB details are structured fields on the shipment, feeding documentation.
How it works

From setup to daily use

1
Upload
Drop a document onto the shipment. It is pushed to object storage and linked with type and metadata.
2
Generate
Request a shipment summary PDF; a worker builds it and attaches it back to the shipment.
3
Convert
Image scans are turned into PDFs so the document set is consistent.
4
Extract
OCR reads the document and writes structured fields (invoice number, total, date) for search and reconciliation.
Outcomes

Why teams use it

✓
One place for the paperwork
Documents are on the shipment, not in an inbox.
✓
Less manual PDF work
Summaries and conversions are generated, not assembled by hand.
✓
Searchable references
OCR turns a scanned invoice into fields you can query.
✓
Honest automation
When OCR is not set up, documents say so - no fabricated data.
Who it's for
  • Operations teams assembling shipping document packs
  • Finance teams matching invoices to shipments
  • Compliance teams that need documents retained and retrievable
  • Anyone tired of hunting for the current version of a file
Related solutions
Customs & Compliance → Supply Chain Visibility → Analytics & Insights → Freight & Cost Management →
FAQ

Common questions

Where are documents stored?

In dedicated object storage, with a stable link, size and content type recorded on the shipment. Not in the database.

Is OCR required?

No. OCR runs when it is configured for your account. Without it, a document's OCR status is recorded as "unavailable" - the platform never invents extracted values.

What does the generated summary PDF contain?

Shipment number, status, mode, origin and destination, carrier, container count, key dates and the full tracking event history, on a branded page.

See Documents & Automation in your operation

Start free, or talk to our team about a pilot for your logistics operation.

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